What are the responsibilities and job description for the Client Engagement Specialist position at Aston Carter?
Description:
The workplace investors group will be supporting 401k participants. This position will require taking incoming calls throughout the day. You will be talking to shareholders with a variety of inquiries. For example, needing to change or update information, helping resolve account issues, etc. Could be very entry level calls or could be more complex with a number of things that could be coming up with their accounts. Will be looking at taking upwards of 40-60 calls per day. You will not be taking any calls that require giving financial advice, but will help with things like, "How can I access my 401k account?" "I recently transferred my account, where did the 401k account go?" You will be working with a few different systems and web based programs, 5-7 programs on a daily basis should be expected.
Responsibilities:
- Fulfills client service requests to their accounts, including but not limited to, address change, bank account information change, online assistance, and research of past transactions, in order to maintain accurate information and provide a high level of customer service
- Processes unsolicited orders as requested by client in a timely and accurate manner
- Uses consultative process to identify/address client needs through questioning and offering the most appropriate solution
- Uses consultative approach to identify new services that may be appropriate for the client. By discussing new or additional services relevant to the client, the service associate may act on opportunities to create value and present mutually beneficial solutions to the client
- Services associate transfers calls to the business development group to build on current relationships with clients and potentially increase assets under management
- Other duties as assigned
Skills:
Strong Customer Service, Computer Skills, Data Entry, Financial, Microsoft Office Applications
Additional Skills & Qualifications:
Tech Savvy (Microsoft Office Products)
Strong customer service
Some form of Financial background (Preferred not required)
Strong listening and communication skills
Strong problem solvers
Strong Initiatives
About Aston Carter:
At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.
Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email astoncarteraccommodation@astoncarter.com for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.
Salary : $17