DB Sourcing Client Service Specialist

2 weeks ago


Santa Ana, California, United States Adecco Full time
Client Service Specialist Job Description

Adecco is seeking a skilled Client Service Specialist to join our team in Santa Ana, CA. As a Client Service Specialist, you will play a critical role in building and nurturing business relationships with financial advisors in the designated sales territory.

Key Responsibilities:
  • Build and maintain comprehensive understanding of diverse investment products and global market perspectives.
  • Provide active, passive, and alternative investment solutions to key clients.
  • Collaborate with other team members and departments to meet sales objectives across various product lines.
  • Present value proposition to strengthen and expand ongoing business relationships with targeted clients.
  • Assist with client issues proactively, efficiently, and to the satisfaction of the client, within assigned portfolios.
Requirements:
  • Strong computer skills.
  • Strong Excel skills.
  • High school diploma or GED.
  • Experience in client services preferably banking systems and processes.
  • Experience with cash management at a bank or financial firm.
  • Experience or educational equivalent in finance/accounting, a degree is a plus.
Perks:
  • Weekly pay - $31.85 per hour.
  • Competitive benefits.
  • Referral bonuses and incentives.
  • FREE upskilling opportunities through the Aspire Academy.

Adecco is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to providing a positive and inclusive work environment. If you are a motivated and detail-oriented individual with a passion for client service, we encourage you to apply for this exciting opportunity.



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