Financial Services Representative

7 days ago


Austin, Texas, United States Solomon Page Full time
Job Summary:

A Client Services Associate position is available at a national financial services company in Austin, TX. This hybrid role offers a challenging and rewarding opportunity to develop your customer service skills.

About the Role:

This position involves interacting with customers to resolve their issues, conducting research as needed, and escalating complex problems for immediate action. You will also be responsible for creating and maintaining logs, reports, records, and files, as well as making proactive calls to identify potential issues and work towards resolution.

The ideal candidate will have 1-2 years of office administration experience and be proficient in Microsoft Office Suite products, including Word, Outlook, and Excel. A strong customer service focus and excellent phone skills are essential for this role.

Responsibilities:
  • Resolve customer issues via phone or email
  • Conduct research to analyze and address customer concerns
  • Escalate complex issues to senior staff members
  • Manage logs, reports, records, and files
  • Make proactive calls to identify potential issues and work towards resolution
Requirements:
  • Bachelor's Degree preferred
  • 1-2 years of office administration experience
  • Proficient in Microsoft Office Suite products (Word, Outlook, Excel)
  • Excellent customer service and phone skills
Benefits:

Solomon Page offers a comprehensive benefits program for hourly employees, including medical, dental, 401(k), direct deposit, and commuter benefits.

Company Overview:

Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. We pride ourselves on building long-term relationships based on trust, respect, and the consistent delivery of excellent results.

About Solomon Page:

Founded in 1990, Solomon Page has established itself as a leader in the staffing and executive search industry. Our organic growth strategy is supported by a highly entrepreneurial culture that prioritizes customized solutions and exceptional client relationships.



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