Client Support – Associate
Job in
Coppell, Dallas County, Texas, 75019, USA
Listed on 2026-11-02
Listing for:
Planet Group
Full Time
position Listed on 2026-11-02
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, HelpDesk/Support, Technical Support, Bank Customer Service
Job Description & How to Apply Below
Location
:
Coppell, TX
Duration
: 7 months
Pay
: $25/hr - $28/hr (DOE)
The Planet Group is seeking a Client Support Associate temp for Dallas location. This is a unique opportunity to join our team to deliver world class customer service to our clients and maintain their loyalty to our industry-leading business platform.
Duties- You will quickly and thoughtfully handle complex and escalated issues from representatives and customers.
- Provide high-quality support to our clients in all aspects of their business including brokerage operations, advisory accounts, transfers, direct business, etc.
- You will provide support to our clients with the navigation while using various systems associated with the broker-dealer.
- Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
- You will utilize the CRM (Client Relationship Management) tool to accurately record each call.
- Work independently within the team to assist callers without requiring outside help.
- You will participate in off-phone projects as required.
- Provide training support both internally and externally.
- Show an understanding of the financial services industry and our role in it.
- You will complete other duties as assigned.
- 2+ years of Banking or Financial Services experience
- 3+ years of proficiency with Microsoft Office
- 2+ years of customer focused experience
- Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
- Passion for providing a world class customer service experience to clients
- Customer service champion; willing to go the extra mile to meet our clients' needs
- Flexible and adaptable to change
- Courteous and empathetic to client concerns
- Superior listening skills
- Positive role model to colleagues
- Highly responsive to coaching and training
- Independent; able to work and resolve complex issues with minimal guidance
- Ability to learn quickly and multi-task effectively in a fast-paced environment
- Team player attitude
- Energetic and results-oriented
Position Requirements
10+ Years
work experience
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