Customer Service Representative (Client Services) - Pennington, NJ

Canon Recruiting Group•Pennington, NJ

12d•Onsite

About The Position

Client Account Services (CAS) primary client is Financial Advisors and Client Associates. CAS provides general investment account maintenance support such as opening a new account, maintaining existing accounts, and enrolling accounts in new features. This can include (but is not limited to) providing tutorial assistance, troubleshooting errors, and document review.

Requirements

At least 2 years of customer service experience.
Previous call center experience is strongly preferred.
Strong computer literacy and the ability to navigate multiple screens and systems simultaneously.
Proficiency in Microsoft Outlook, Word, and PowerPoint.
Excellent written and verbal communication skills, including strong grammar.
Ability to work effectively in a fast-paced, high-volume, and continuously changing environment.
Strong problem-solving, customer service, and de-escalation skills.
Ability to manage confidential and sensitive information responsibly.
Positive attitude and willingness to accept coaching and feedback.
Flexible, ambitious, dependable, and self-motivated.
Reliable attendance and punctuality are essential.

Responsibilities

Provide clients and internal partners with clear, complete, and accurate responses at the point of contact.
Deliver effective and efficient operational support to internal business partners, external customers, and prospective clients.
Assist with opening, maintaining, and updating retirement accounts.
Provide tutorial assistance, troubleshoot errors, and review account documentation.
Accurately authenticate clients and follow all applicable policies and procedures.
Identify and escalate potential risks appropriately.
Navigate multiple applications and systems to research products, procedures, and account issues.
Document relevant information quickly and accurately while keeping the client fully engaged.
Resolve and de-escalate challenging situations professionally and respectfully.
Deliver a positive experience that helps improve customers’ financial lives.