Client Support Associate

Job title: 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

• The staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly, never provide banking information during the application process, and always double check the email address of the Recruiter to ensure it’s from an official Planet domain and not a domain with an alternative extension like .net, .org, or .jobs.

• The Planet Group and our companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity, and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.