Our Client  is seeking a Client Support – Associate to join their team . This is a unique opportunity to join our team to deliver world class customer service to our clients and maintain their loyalty to our industry-leading business platform.

Responsibilities:

• Quickly and thoughtfully handle complex and escalated issues from representatives and customers
• Provide high quality support to our clients in all aspects of their business including brokerage operations, advisory accounts, transfers, direct business, etc.
• Provide support to our clients with the navigation while using various systems associated with the broker-dealer
• Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule
• Utilize the CRM (Client Relationship Management) tool to accurately record each call
• Work independently within the team to assist callers without requiring outside help
• Participate in off-phone projects as required
• Provide training support both internally and externally
• Show an understanding of the financial services industry and our role in it
• Complete other duties as assigned