Client Support – Associate

Client Support - Associate
Location: Coppell, TX
Duration: 7 months
Pay: $25/hr - $28/hr (DOE)

The Planet Group is seeking a Client Support Associate temp for Dallas location. 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.

Duties:

• You will 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.
• You will 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.
• You will utilize the CRM (Client Relationship Management) tool to accurately record each call.
• Work independently within the team to assist callers without requiring outside help.
• You will 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.
• You will complete other duties as assigned.

What you need to have:

• 2+ years of Banking or Financial Services experience
• 3+ years of proficiency with Microsoft Office
• 2+ years of customer focused experience

Really catch our eye with:

• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
• Passion for providing a world class customer service experience to clients

Our top performers share the following traits:

• Customer service champion; willing to go the extra mile to meet our clients' needs
• Flexible and adaptable to change
• Courteous and empathetic to client concerns
• Superior listening skills
• Positive role model to colleagues
• Highly responsive to coaching and training
• Independent; able to work and resolve complex issues with minimal guidance
• Ability to learn quickly and multi-task effectively in a fast-paced environment
• Team player attitude
• Energetic and results-oriented