Customer Service Representative

Job Description:

Client Solutions Associates will provide service support for all brokerage and banking account products and service features through inbound calls from Advisory clients, and clients regarding technical matters.

Key Responsibilities include:

* Handle incoming Wealth Management (and FAC, MLD Tech calls) client calls utilizing professional telephone and problem solving skills
* Provide brokerage/banking account information, including but not limited account balances and deposit rates, checking and Visa activity
*Support navigation and functionality including but not limited to linking of accounts to MLOL and statements, creating user friendly IDs, resetting client passwords, and providing technical support with connecting to the MLOL web-site and quicken downloads
* Explain content, format and activity on monthly and quarterly statement. Assist client with reconciliations of monthly activity and re-order duplicate statement copies.
* Consistently achieve minimal or beyond expectations for performance metrics and quality standards



Qualifications:

1. Minimum of 2 years call center experience.
2. Prior financial services and/or banking experience highly preferred
3. Intermediate proficiency with MS Word and Outlook
4. Ability to read numbers
5. Excellent attention to detail, communication skills and ability to multi-task
6. Excellent learning agility
7. Professional demeanor
8. Must be available to work between 6:00 AM - 12:00 midnight; Monday - Saturday

About Aerotek:

Aerotek, headquartered in Hanover, Md., is a leading provider of technical, professional and industrial staffing services.  Established in 1983, Aerotek is an operating company of Allegis Group, the largest provider of staffing services in the U.S. Aerotek operates a network of more than 200 non-franchised offices throughout the U.S., Canada and Europe. For more information, visit .