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Client Service Specialist / Receptionist 20+

Company: Aerotek
Location: Boca raton
Posted on: May 3, 2021

Job Description:


The Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients. Serves as the initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in clients with any service related issues as well as account questions, issues, problem resolution, and escalations. Builds positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals.

Responsible for the day-to-day operations and administrative functions of the branch.

Work with Sr Financial Consultants and Financial Consultants to communicate solutions either directly or indirectly with clients.

Identify and refer lead opportunities to Sr Financial Consultants and Financial Consultants

Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners

Adhere to all compliance/risk procedures and follow corporate and industry protocols.

Ensure that all paperwork, policy and procedures for client requests have been adhered to in order to satisfy compliance requirements.

Assist Branch Manager in performing daily key compliance and oversight activities for the branch.

Participate in projects to improve processes and enhance the client experience

Perform duties with confidence, minimal supervision and sound judgment to mitigate risk for the firm.

Additional Skills & Qualifications:

Excellent communication and computer skills, including MS Word, Excel, and PowerPoint.

Research and resolution of complex client inquiries via phone, cases, and chat

Excellent interpersonal and organizational skills; Strong attention to detail.

Perform duties with confidence, minimal supervision and sound judgement to mitigate risk for the firm.

Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills.

Must demonstrate a positive and professional image at all times.

1-2 years of customer service and/or sales experience preferred.

Military education or experience may be considered in lieu of civilian requirements.

About Aerotek:

We know that a company's success starts with its employees. We also know that an individual's success starts with the right career opportunity. As a Best of Staffing Client and Talent leader, Aerotek's people-focused approach yields competitive advantage for our clients and rewarding careers for our contract employees. Since 1983, Aerotek has grown to become a leader in recruiting and staffing services. With more than 250 non-franchised offices, Aerotek's 8,000 internal employees serve more than 300,000 contract employees and 18,000 clients every year. Aerotek is an Allegis Group company, the global leader in talent solutions. Learn more at

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.

Keywords: Aerotek, Boca Raton , Client Service Specialist / Receptionist 20+, Other , Boca raton, Florida

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