Financial Service Center Rep

Essential Functions:

* Client communication - ability to engage via phone and e-mail in professional manner with advisers with focus on responsiveness. Additionally, ability to answer basic questions on process and provide status as needed.

* Processing - Generally, will require the pulling of certain advisor information from public sources and documentation of key aspects of those reports. Additionally, the ability to utilize technology to route materials externally (e-signature) and internally (Compliance Max system) for review by advisers/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 (i.e. Sharepoint, Outlook, and other internal Systems).

• Should have strong Excel skills and ability to pull in information from multiple sources to a consistent format.

* Administrative Support - Additionally, will provide basic administrative support as needed including pre-filling forms or other operational processes.

Job Description

Come work for a Highly Respected Financial Institution in the heart of UTC La Jolla!

We currently have multiple openings in our Service Center Department, where you will communicate directly with financial advisors and clients providing financial transaction support and solutions!

Perks of the job:
1. Long term career growth!
2. Amazing office space (motorized desks and spacious cubicle).
3. Luxurious office amenities! (outdoor courtyard with ping pong tables, walkways and games, indoor gym, cafeteria and more!)

Specific responsibilities include:

• Communicating directly with our clients (Financial Advisers/Professionals) by phone for up to 90 percent of your day
• Research complex situations, set client expectations, and define the actions necessary to resolve inquiries
• Educate clients on the use of technology to monitor, maintain, and service their operational needs
• Communicate operational and financial industry policies and procedures
• Assume ownership of inquiries and see them through to a timely resolution
• Adhere to compliance/risk procedures and exhibit detailed attention to policies while maintaining focus on investor's best interest
• Complete operational tasks including data input
• Communicate with internal departments to ensure we meet our clients expectations for timely service delivery
• Actively participate in training to remain current with operational policies and procedures
• Drive customer experience to high levels of satisfaction by adhering to our corporate values

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.