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Hours Full-time, Part-time
Location San Diego, California 92103
San Diego, California

About this job

Perks of the job:

1. Long term career growth!

2. Amazing office space (motorized desks and spacious cubicle)

3. Luxurious office amenities! (outdoor courtyard with ping pong tables, walkways and games, indoor gym, cafeteria, walk in clinic, and more!)

Specific responsibilities include:

  • Communicating directly with our clients (Financial Advisers/Professionals) by phone for up to 90 percent of your day
  • Research complex situations, set client expectations, and define the actions necessary to resolve inquiries
  • Educate clients on the use of technology to monitor, maintain, and service their operational needs
  • Communicate operational and financial industry policies and procedures
  • Assume ownership of inquiries and see them through to a timely resolution
  • Adhere to compliance/risk procedures and exhibit detailed attention to policies while maintaining focus on investor's best interest
  • Communicate with internal departments to ensure we meet our clients expectations for timely service delivery
  • Actively participate in training to remain current with operational policies and procedures
  • Drive customer experience to high levels of satisfaction by adhering to our corporate values

Company Culture

You will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement.

Our top priorities are growth and development, social responsibility, and financial health for all of our employees.

Additional Information

No financial back round is required, but is preferred.

Looking for Customer Service Oriented candidates who are eager to learn and grow within a company.




About Aerotek:

Our people are everything. As a Best of Staffing® Client and Talent leader, Aerotek® Inc. has distinguished itself as a leader in recruiting and staffing services, by having a deep understanding of the intersection of talent and business. As a strategic partner to more than 17,000 clients and 300,000 contract employees every year, Aerotek's people-focused approach yields competitive advantages for its clients and rewarding careers for its contract employees. Headquartered in Hanover, Md., Aerotek operates a network of over 230 non-franchised offices with more than 6,000 internal employees dedicated to serving our customers. Aerotek is an operating company of Allegis Group, a global talent solutions provider. To learn more, visit .

Aerotek is acting as an Employment Agency in relation to this vacancy.