Customer Service Representative (Client Account Services)

Canon Recruiting Group•Pennington, NJ

1d•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

Professional business-casual attire is required for both the interview and the assignment.
Consistent daily attendance is required.
Employees must follow the proper call-out procedures and notify the attendance line, direct supervisor, and staffing vendor of any absence.
Candidates are strongly encouraged not to schedule time off during training.
Candidates must be comfortable participating in virtual training while onsite.
Use of computers and technology.

Nice To Haves

The manager will review designated areas and approved times for personal phone calls.
Employees are allotted up to 16 hours of time off during their first 90 days.
Please do not bring personal comfort items, such as blankets, into the workplace.