Operations and Customer Service Specialist

3 weeks ago


San Diego, United States Ultimate Staffing Full time

Position: Operations and Customer Support Specialist

Location: Central San Diego

Duration: Temporary to Permanent opportunity

Pay Rate: $20- $23 / hr

Hours: Mon - Fri 8am - 5pm ONSITE

Growing, industry recognized organization has an open Operations Support Specialist role This organization is known for their great environment and strong training programs. As the Ops. Support team member you will be responsible for assisting customers in the finance and broker-dealer industry. To be successful in this role you must have strong communication skills, will handle about 50 calls a day, and assist interpreting policies.

Responsibilities:

Answer incoming calls from customers, 40 - 50 per day

Assist customers with setting up accounts

Help interpret policies, resolve issues and educate on procedures

Process ACH requests, update accounts and reset passwords

Escalate complex issues and work with leadership to resolve

Answer questions regarding funds, stocks and other financial items

Requirements:

High School Diploma or equivalent

Preferred Bachelor Degree but not required

Call Center / Customer Service experience

Preferred 1+ year Financial Industry / Banking experience

Strong written and verbal communication skills

If you'd like more details and to be considered for this role please apply today


All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.



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