Financial Account Specialist I

  • Location
    San Diego, California
  • Category
    Call Center
  • Job reference:
    US_EN_7_849097_2783027
  • Salary:
    $17.50/Hour
  • Job Type
    Contract/Temp to Hire

Financial Account Specialist I

Ajilon is partnering with our client in the financial services industry to fill their open Financial Account Specialist I position in East County. Our client is passionate about customer advocacy and a high-level service experience. They are looking for a cheerful, resourceful and driven person to join their team! They value on-the-job training, internal promotions and will provide benefits after the temporary period. You will earn $17.50 per hour in this temp-to-hire job opportunity. There is room to grow, with multiple levels to promote within the company!

 

Responsibilities:

·         Taking inbound calls, emails, voicemails with basic questions and providing answers in a timely fashion

·         Resolving concerns regarding our clients' benefit programs, retirement accounts, and payments

·         Provide solutions and options for account holders

·         Openly communicate about client/customer service issues and escalate to supervisors when necessary

·         Promote online reviews

·         Create tickets to request check copies, 1099-Rs, stop or reissue funds

·         Assist with filing, record maintenance, document imaging and special projects

·         Attend weekly sales meetings and on the job training

 

Qualifications:

·         2+ years of customer service experience

·         1+ year of financial call center experience is desired

·         Compassion to help others solve problems

·         Proficient in Salesforce or another CRM

·         Proficient in Excel, Word, and Outlook

·         Multi-lingual is a plus

·         Attention to detail is a must

·         Excellent communication, organizational and customer service skills are required

 

Schedule:

·         Monday-Friday

·         7am to 4pm or 8am to 5pm

·         Full-Time

·         Temp to Hire

 

If you believe your skillset and experience qualifies you as the best candidate for this Financial Account Specialist I

 job in East County, then either apply here or e-mail your résumé in Microsoft Word format to Jordan.Boehme@Ajilon.com for immediate consideration.



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