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Company Contact Info
- San Diego, CA
- Bryson Blake
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Service Center Representative
Aerotek • San Diego, CA
Posted 1 month ago
This position will provide superior customer service to a large base of financial advisers and end clients as the first line of contact for various Compliance issues.
You will help advisers ensure compliance with applicable industry rules (State, FINRA and SEC regulations) and Company policies through effective communication and handling of incoming phone calls.
You must possess strong problem solving skills, great customer service and be willing to take ownership of issues through resolution.
- Provide superior customer service to a defined group of financial advisers and end clients by handling inquiries via phone and email, with a focus on overall service.
- Research complex situations, set customer expectations, and define the actions necessary to resolve the situation.
- Communicate operational and financial industry policies and procedures.
- Answer 30 - 40 incoming calls per day from advisers and end clients.
We know that a company's success starts with its employees. We also know that an individual's success starts with the right career opportunity. As a Best of Staffing® Client and Talent leader, Aerotek's people-focused approach yields competitive advantage for our clients and rewarding careers for our contract employees. Since 1983, Aerotek has grown to become a leader in recruiting and staffing services. With more than 250 non-franchised offices, Aerotek's 8,000 internal employees serve more than 300,000 contract employees and 18,000 clients every year. Aerotek is an Allegis Group company, the global leader in talent solutions. Learn more at Aerotek.com.