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Customer Service Representative - Full-time / Part-time
| Hours | Full-time, Part-time |
|---|---|
| Location | Pennington, NJ Pennington, New Jersey |
About this job
Job Description:
Job Description:
Client Solutions Associates will provide service support for all brokerage and banking account products and service features through inbound calls from Advisory clients, and FAC and MLD clients regarding technical matters. The Associates are required to have a broad knowledge of the financial industry and an understanding of customers brokerage product, services and technology. May be required to solve problems and investigate/resolve a wide variety of issues and requests include gathering additional information , setting expectations and working with other support organizations to fulfill the request. Adheres to establish service level agreements. May handle escalated issues by successfully navigating the organization to resolve customer requests. Is accountable for the successful resolution of all customer requests. After the required training curriculum is successfully completed and a passing grade on both of the practical and written assessments is achieved, the Associate will assume the Client Solutions position servicing inbound client contacts. The Associates are required to provide complete and accurate information regarding all brokerage and banking products and services including but not limited to:
Working hours: Shifts will be anytime from 7am-8pm Mon-Fri & anytime from 5am-7pm Sat. 4 or 5 days/week. 37. 5 hours
Skills:
Key Responsibilities include:
Handle incoming Wealth Management (and FAC, MLD Tech calls) client calls utilizing professional telephone and problem solving skills
Provide brokerage/banking account information, including but not limited account balances and deposit rates, checking and Visa activity
Support Online (MLOL) navigation and functionality including but not limited to linking of accounts to MLOL and statements, creating user friendly IDs, resetting client passwords, and providing technical support with connecting to the MLOL web-site and quicken downloads
Explain content, format and activity on monthly and quarterly statement. Assist client with reconciliations of monthly activity and re-order duplicate statement copies.
Consistently achieve minimal or beyond expectations for performance metrics and quality standard
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