DB Sourcing Client Service Specialist
Accounting & Finance
Adecco is hiring immediately for Client Service Specialist jobs. Work as Client Service Specialist team member in a positive culture for our premier client, a global leader in mortgage services in Santa Ana, CA.
The right person for this job will enjoy working together in a team. Communication, attention to detail, and respect for everyone are key to your success. You will regularly work to meet timelines while adhering to company policies and compliance guidelines.
Job Duties:
· Build and nurture business relationships with financial advisors in the designated sales territory.
· Maintain a comprehensive understanding of diverse investment products and global market perspectives.
· Provide active, passive, and alternative investment solutions to key clients.
· Collaborate with other team members and departments to meet sales objectives across various product lines.
· Present value proposition to strengthen and expand ongoing business relationships with targeted clients.
. Responsible for assisting with client issues proactively, efficiently and to the satisfaction of the client, within assigned portfolios
Requirements:
· Strong computer skills
· Strong Excel skills
· High school diploma or GED
· Experience in client services preferably banking systems and processes
· Experience with cash management at a bank or financial firm
· Experience or educational equivalent in finance/accounting, a degree is a plus
Perks:
· Weekly pay – $31.85 per hour
· Competitive benefits
· Referral bonuses and incentives
· FREE upskilling opportunities through the Aspire Academy
Our Aspire Academy offers 20+ online courses designed to help Adecco candidates and associates gain skills to take your career to the next level – at your own pace. The mobile-friendly website is 100% FREE to access and has a dedicated support center to help YOU succeed. See how we can help you learn the fundamental, leadership, and/or industry-specific skills you need to secure a better future: https://www.adeccousa.com/associate-resource-center/
Adecco is hiring immediately for this Client Service Specialist job in Santa Ana, CA. Apply now to get started!
Pay Details: $31.85 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.adecco.com/en-us/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Ref: US_EN_99_020460_2320691