Job Description

ROLE:  CUSTOMER SERVICE WEALTH MANAGEMENT LOCATION:  LA, CA  CONTRACT POSITION   MUST-HAVES:

• Proven Ability to be Customer-Focused: Consistently delivering high-quality service
• Strong relationship management skills
• KNOWLEDGE OF WEALTH MANAGEMENT OR EXP. WORKING IN WEALTH MANAGEMENT DOMAIN PREFERRED
• Excellent advisory skills to make appropriate recommendations based on client needs and provide advice
• Sales & Service Orientation: Ability to sell the organization’s products/services, where applicable, and provide clients with a high level of service
• Ability to efficiently identify client needs and determine how to address them (i.e. whether to resolve them directly or escalate them to another individual/group)
• Knowledge of products/services offered by the organization
• Conflict management skills to resolve issues that may arise

  Nice-to-haves:

• Telephone system skills
• Previous customer service experience

Company Description

E-Solutions Inc. is a 15 year old company having 15 Global Offices across 5 Nations and with more than 1000+ IT & Software professionals. Working on cutting edge technologies, we are serving 100+ Fortune2000 companies globally. Disclaimer: E-Solutions Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. We especially invite women, minorities, veterans, and individuals with disabilities to apply. EEO/AA/M/F/Vet/Disability.