El Segundo, CA, USA
6 days ago
Operations Support Associate (x2)
Kforce has a client in El Segundo, CA that is currently seeking an Operations Support Associate. This is a unique opportunity to join their team to provide technical support, troubleshooting, and world-class customer service to our field sales reps. Responsibilities: * Respond to telephone support inquiries from Financial Advisors, their supporting staff in field, and end clients * Provide technical assistance with system status, network connectivity, along with a variety of problems of all installed applications and software products supported by IT * Provide ongoing service focused support for all aspects of Company web portals, identify trends, and report trouble tickets to tier 3 support * Provide support to our advisors and end-clients with the navigation and use of various systems associated with the Broker/Dealer * Troubleshoot and resolve product or service problems, determining the cause and explaining the best solution to resolve the issue * Resolve less complex problems immediately and direct complex inquiries to the IT Support team and/or vendor for resolution * Utilize the CRM (Client Relationship Management) tool to record calls and status of all requests * Provide follow-up to ensure full customer satisfaction * Escalate requests to or consult with senior staff when solution is unclear * Report problems with procedures and make suggestions for improvement * Participate in special projects that enhance the overall advisor and client experience * Provide support to our clients in all aspects of the Client and Advisor Portals * Maintain high level standards of call handling requirements and quality review scores while adhering to assigned work schedule * Provide training support on department process and system navigation
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