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Client Services Representative

1 month ago

Tempe, United States Aston Carter Full time

Work Hours Monday- Friday 8:00 am-8:00 pm EST

Hybrid Schedule 3 days onsite and two remote days

Financial Service Professional youll play a vital role in providing exceptional service to our advisors and investors.

+ The journey will begin with a four-month contract training program, during which you will study for and obtain your SIE, receiving extensive training on clients, systems, and products. Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job training on our Service 360 team.

+ You will serve as the first point of contact for Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions.

+ Our Financial Service Professionals spend their days on a dynamic set of activities including:

+ World-Class Service: Youll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values.

+ Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.

+ Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients.

+ Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.

+ Career & Community: Youll also have regular time for coaching, career development activities, participate in ERG events and and other opportunities to connect with colleagues and build community

Qualifications:

What Were Looking For: strong collaborators who excel in a fast-paced, team environment, are passionate about client service, and are interested in building a career in Financial Services.

+ Must be available to work between Monday-Friday 8:00 am-8:00 pm EST

+ College degree HIGHLY preferred, tech-savvy (how many calls/complexity/applications, etc).

+ Knowledge-based support as opposed to reading off the script. Individuals who want to be part of a team-based environment.

+ Passionate about servicing our clients. Interested in building a career in financial services. Willing to invest the time and training for SIE. Hospitality, customer experience.

+ 2+ years in a client-facing service-oriented role, communication skills, digital and multi-tasking capability 8+ different systems.

+ Communication: Exceptional verbal and written communication skills.

+ About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service.

Diversity, Equity & Inclusion

At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

+ Hiring diverse talent

+ Maintaining an inclusive environment through persistent self-reflection

+ Building a culture of care, engagement, and recognition with clear outcomes

+ Ensuring growth opportunities for our people

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.