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Client Engagement Specialist

Company: Aerotek
Location: Colorado Springs
Posted on: January 15, 2022

Job Description:

Description:The workplace investors group will be supporting 401k participants. This position will be taking incoming calls throughout the day. Will be talking to shareholders with a variety of calls. Needing to change information, updating info, 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. Wont be taking any calls that require giving financial advice, but will help with things like, where did my check go? Where did the 401k account go? Will be working with a few different systems and web based programs, 5-7 programs on a daily basis should be expected. 85% of the day will consist of taking inbound phone calls. The next 15% will consist of email correspondence and other administrative related tasks.Additional job duties may include fulfilling client inquires such as changing addresses and account information, providing assistance with online accounts, investigating previous transactions, maintain accurate information, and providing a high level of customer service throughout each client interaction. Candidates will process orders as requested, offer solutions based on client needs, use their judgement to discuss and recommend additional services that may benefit the client, and transfer calls to other departments for further assistance as needed if clients are requesting financial advice.**THIS POSITION WILL REQUIRE ALL CANDIDATES TO BE VACCINATED AND TO WORK ON-SITE FOR A HYBRID SCHEDULE AFTER REMOTE TRAINING** (Hybrid = 2 days in office, 3 days remote)**Equipment will be provided**Skills:Strong Customer Service, Computer Skills, Data Entry, Financial, Microsoft OfficeAdditional Skills & Qualifications:REQUIRED QUALIFICATIONS**MUST BE FULLY VACCINATED PRIOR TO THE START DATE, NO EXCEPTIONS**- 2-4 years of Customer Service experience required- Experience with MS Office products (MS Word, MS Outlook)- Strong written and communication skills (Need to be able to communicate professionally with their clients via phone and emailPREFFERED QUALIFICATIONS- 1+ years of inbound call experience in an office or retail environment- Candidates that have worked at USAA, California Casualty, Progressive, T-Mobile, or another call center type environment- Some form of financial related experience (New college graduate, bank tellers, leasing agents)- High School Diploma or GEDAbout Aston Carter: At Aston Carter, were 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 todays workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit 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 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.

Keywords: Aerotek, Colorado Springs , Client Engagement Specialist, Other , Colorado Springs, Colorado

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