Financial Client Service Specialist - Aliso Viejo, CA

This is a customer-facing role responsible for providing excellent service for a group of financial clients.

• Answering for phone calls and emails regarding our financial advisor web portal
• Answering client questions in person at our company events (must be willing to travel occasionally)
• Creating and analyzing fee and investment reports

Full training is provided.

Strong communication skills are a must, as the role includes building and maintaining working relationships with team members, vendors and other departments throughout the organization. Familiarity with customer service is preferred.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Familiarity with finance industry terminology, products and services
• Ability to provide instruction via phone and/or webinar
• Confidence with learning our technology and financial advisor portal
• Strong communication skills when working with peers, senior management, team members and vendors
• Commitment to culture requires a demonstration of professionalism, attendance, accountability, customer/client focus, and teamwork

Compensation: $50,000 to $55,000 plus bonus, benefits and excellent growth.

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