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Financial Customer Service Rep Needed!
| Hours | Full-time, Part-time |
|---|---|
| Location | San Diego, California 92103 San Diego, California |
About this job
Financial Customer Service Reps Needed in San Diego!
We are growing rapidly and looking to expand our team! We have multiple full time positions open with opportunity to grow.
Essential Functions:
- Client communication - ability to engage via phone and e-mail in professional manner with advisors with focus on responsiveness.
- Processing - Generally, will require the pulling of certain advisor information from public sources and documentation of key aspects of those reports.
- The ability to utilize technology to route materials externally (e-signature) and internally (Compliance Max system) for review by advisors/assistants and internal business partners.
- Reporting - Daily and real-time reporting of activities within functional group. Key source of information will be via Salesforce.com and potentially other systems
- Should have strong Excel skills and ability to pull in information from multiple sources to a consistent format.
- Administrative Support
Qualifications:
- Must have a Bachelor's degree (finance preferred)
- Strong Microsoft Excel skills (ex. pivot tables, v-lookups, etc.)
- Excellent customer service skills
- Ability to learn various software
- Ability to work overtime
If interested and qualified, please submit an updated resume and I will give you a call ASAP! Thank you.
About Aerotek:
Our people are everything. As a Best of Staffing® Client and Talent leader, Aerotek® Inc. has distinguished itself as a leader in recruiting and staffing services, by having a deep understanding of the intersection of talent and business. As a strategic partner to more than 17,000 clients and 300,000 contract employees every year, Aerotek's people-focused approach yields competitive advantages for its clients and rewarding careers for its contract employees. Headquartered in Hanover, Md., Aerotek operates a network of over 230 non-franchised offices with more than 6,000 internal employees dedicated to serving our customers. Aerotek is an operating company of Allegis Group, a global talent solutions provider. To learn more, visit .
Aerotek is acting as an Employment Agency in relation to this vacancy.