Financial Brokerage Client Support (Sherman Oaks)

compensation: $40,000 to $60,000 Year DOE
employment type: full-time

The client support associate will be responsible for providing an excellent experience to clients through calls, chats, and emails. This position utilizes superb customer service and a high level of problem-solving skills to drive premier satisfaction. The ideal candidate will be a self-motivated, high-energy individual with excellent communication skills, excellent knowledge of current technology, and works well in a fast pace environment.

• Provide the highest level of professional service and support to customers via phone, email, chat, and remote support
• Interact with clients to provide and process information in response to inquiries, concerns, and requests about products and services
• Use problem-solving to answer questions including but not limited to the online trading system, trade margining, exchanges, order types and executions, account opening, and account maintenance
• Proactively diagnose technical issues and develop positive solutions
• Offer alternative solutions where appropriate with the objective of retaining customer business
• Maintain and further develop customer relationships and educate clients with tools that meet their needs
• Demonstrate in-depth knowledge of trading platforms and related software programs
• Learn industry regulations, company policies, and available programs
• Superior attention to detail ensuring client requests and issues are handled accurately and in a timely manner
• Must be able to operate in a team environment and help to achieve department and company goals
• Identify and escalate priority issues, redirecting problems to the appropriate resource or department
• Follow up and make scheduled callbacks to customers when necessary
• Assist in additional duties and tasks as the business environment requires
• Know and follow all compliance standards, policies, and procedures when dealing with prospective and current customers
• Bachelor’s Degree preferred
• Concentration in business or finance preferred
• High level of integrity and positive attitude
• Ability to operate in a team-based environment and collaborate with other departments to achieve resolutions
• Proper phone etiquette and effective listening skills
• Ability to speak and write clearly and accurately
• Demonstrated proficiency in typing and grammar
• Knowledge and capacity to support online customers using computer applications, telephone, and electronic communication tools
• Knowledge of customer service principles and practices
• Exceptional conflict resolution and problem-solving skills
• Strong technology proficiency required with trading software knowledge preferred
• Financial industry experience with online trading or brokerage firms preferred
• Effective time management and organization skills
• Self-motivated with a service-first mindset
• Series 3 license preferred
Job Type: Full-time
Salary: $40,000.00 to $60,000.00 /year DOE
  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 7001552473



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