Financial Account Specialist I

  • Location
    San Diego, California
  • Category
    Call Center
  • Job reference:
  • Salary:
  • 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!



·         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



·         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



·         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 for immediate consideration.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please

The Company will consider qualified applicants with arrest and conviction records

Please apply with your CV to:

The Adecco Group North America family of brands has been named a 2019–2020 Great Place to Work®.

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