Client Specialist Associate San Diego, CA

Job Description

You like interacting with people, fixing things and understand what it means to be a champion of a brand. You are the voice of the company for customers, you understand what it is like to be a customer and appreciate going above and beyond to delight people and solve their problems. This role is key to enhancing our customer-focused product and supporting its users.


  • Deliver above-and-beyond customer service and experiences through phone, email and social media channels.
  • Explain complex investment principles clearly, helping prospects and customers see the benefits of our products.
  • Troubleshoot customer issues and concerns, investigating why they happened, and communicate to find rapid resolutions.
  • Act as the internal voice of the customer, offering insights to help build a better product.
  • Suggest improvements to company processes. (website, frequently asked questions, etc.)


  • 2-3 years of relevant work experience.
  • Expertise with customer service, financial services or retail banking.
  • Technical savvy, specifically the ability to navigate multiple systems simultaneously to respond to customer inquiries.
  • Exceptional written communication skills and ability to built rapport - you will speak with our customers through both email and over the phone.

Bonus Points

  • Customer service or related experience working with CRM systems (Salesforce, ZenDesk, ZoHo)

© Copyright 2018 Noteswatch Inc. Patent Pending.