Technical Service Representative

TEKsystems
$23.00 - $24.00 / hr
United States, Arizona, Tempe
Nov 09, 2024
Job Description: We are seeking a dedicated and skilled Customer Service Specialist to join our team. In this role, you will: * Provide exceptional customer service to Financial Advisors, their assistants, clients, and LPL internal business partners. * Navigate and troubleshoot proprietary LPL and vendor software, as well as multiple office applications and browsers. * Log detailed reports of issues and collaborate with escalation teams to ensure timely reporting and response. * Offer the best possible service in relation to application inquiries, service requests, suggestions, and complaints. * Resolve customer inquiries and complaints quickly, fairly, and effectively in compliance with financial regulations. * Gain a moderate understanding of financial industry terms while maintaining a working knowledge of cataloged issues to create alternative solutions. * Engineer quality client experiences that promote company values through positive positioning, professional language, courtesy, and striving to exceed client expectations. Key Responsibilities: * Provide timely updates on all ongoing support issues into the service tracking system. * Deliver world-class client experiences by thriving in a fast-paced environment, being client-focused, team-oriented, and encouraging creativity and continuous improvement. * Train on two key skills: login assistance with accounts (LPL Emails, ClientWorks CRM for Advisors, & Account View) and in-depth navigation and troubleshooting of Account View. Additional Skills & Qualifications: * 1-3 years of experience in Customer Service within the Financial Services or Information Technology industry. * Proficiency in Microsoft Windows, Office, Exchange, iOS, Android, and multiple browsers. * Strong problem-solving skills and the ability to multi-task. * Excellent phone and written communication and listening skills. * Strong customer focus, proficient typing skills, a strong work ethic, and organizational skills. * Demonstrate adaptability in an ever-changing environment. Preferred Experience: * Experience in customer service with a focus on unique products (e.g., PayPal, State Farm) utilizing proprietary systems. * Call center experience with a progression to a level 2 or escalations role. * Ability to learn on the fly from systems without a prior knowledge base and use resources to find answers. * Strong customer support and empathy skills, with the ability to walk clients through complex navigational issues. Please apply with an updated resume. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. 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.