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Aston Carter Financial Service Center Representative in San Diego, California


Joining our team as a Service Experience Professional will allow you to support financial advisors by offering an extraordinary quality service experience. Our service team’s main priority is to create a reliable support system for our clients so they can easily grow their practice. Being flexible and adaptable to competing priorities will be key success factors for this position.

You will handle inbound phone calls that can range from something as simple as an account balance inquiry to the complexity of helping resolve unique financial transactions, but your primary focus remains the same: Providing our clients with timely, correct, and relevant information, when and where they need it so that they, in turn, can help their clients achieve their own financial dreams. Will be primarily working within the New Accounts que where there will be questions around registrations and shell accounts.

Exceptional service and professionalism are required, as you’ll enjoy engaging our clients with our mission to provide positive results. If you have an entrepreneurial spirit, passion for service excellence, and a need to excel, this would be a rewarding career for you.

Additional Skills & Qualifications:

  • Extracurricular involvement (this can be volunteer work, leadership, church/school involvement, etc.)

  • Possess the ability to develop multiple solutions that will achieve the same outcome

  • Prioritize when pressured with multiple tasks

  • Respond to coaching and training

  • Work well individually and as part of a team

  • Proactively identify solutions to help minimize the need for repetitive interactions from advisors

  • Partner with team members to achieve outstanding results as you’re continuously growing and learning to enhance your expertise

  • Will meet core competencies:

Customer-focused, curious and empathetic, Shows high integrity, Solutions-oriented, Accountable and dependable, Composed and resilient, Strong communication skills, Strong attention to detail, Results-oriented through action/initiative, High learning aptitude, Open to receiving and implementing feedback, Quality decision-making skills, Innovative and forward-thinking, Strong relationship-building skills and interpersonal savvy, Strong time management and organizational skills

About Aston Carter:

Aston Carter is a distinguished global provider of recruitment and staffing services to companies requiring highly specialized business professionals. As a Best of Staffing® Client and Talent leader, Aston Carter has an unrivaled commitment to delivering first class service to clients and business professionals across a variety of disciplines, including Accounting and Finance as well as Governance, Risk and Compliance. With more than 60 offices across Europe, Asia Pacific and North America, Aston Carter provides local, regional and global expertise to drive value and meet our customers' unique needs. Aston Carter is a division of Aerotek. Aerotek is an operating company of Allegis Group, a global talent solutions provider.

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.