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For your reference, we have included the original job posting below.
Financial Services Representative / Call Center
Job Number:
39315031
Company Name:
Pionear
Job Location:
Pennington, NJ US
Job Categories:
Accounting & Finance Customer Service
Salary:
$14.32/hour
Financial Services Representative / Call Center
Financial Services Representative / Call Center
A large financial institution in the area is currently hiring for call center representatives. We are looking for professional candidates with flexible schedules. These positions have the opportunity for growth and long term advancement. The opportunities are located in fast paced environments.
Hours: shifts will fall between 7am to 8am
*Professionalism and confidentiality is an absolute must*
*Must be highly professional in demeanor, attire and communication skills*
*Someone who is willing to go the extra mile to exceed client expectations*
*Candidates need to feel comfortable working quickly and multi-tasking*
Great opportunity to get your foot in the door" at one of the largest financial institutions in the world!
Summary:
Work in a team environment assisting financial clients, both internal (Financial Advisors) and external (plan participants), with inquiries relating to 401(k) and Employee Stock Option accounts. This fast-paced work environment provides an excellent opportunity to build a strong foundation for a career in the financial services industry. The Associates are required to provide complete and accurate information regarding brokerage products and services including but limited to:
Account balances, holding and activity
Web Bill Payment
Fund Transfers
Online log-on, passwords reset, navigation and other functionality or trouble shooting
Statement reconciliation
Visa activity/deferred debit and rewards program rules and benefits
Responsibilities:
Offering World-Class Customer Service by providing complete and accurate information to clients in a multi-task, high-pressure environment that requires attention to detail.
Assisting clients with questions about their accounts and retirement goals.
Demonstrating a cooperative and professional work attitude and displaying the ability to work effectively in a team environment.
Requirements:
Required Skills:
1+ year working in a call center or 2+ years of customer service experience.
High School Diploma is a requirement.
4 year degree is preferred.
Bilingual skills in Spanish are a plus!
Professional Demeanor: Demonstrating patience, composure, and client service attitude.
Service Adeptness: Comprehend and empathize with client needs, devote time and effort to satisfy the client's requests.
Problem Solving and Decision Making Skills: Use good research and problem solving skills; know where to go to resolve problems.
Initiative: Demonstrate a "self-starter" behavior and a willingness to help others.
Communication Skills: Communicate effectively both written and verbal, tailor communications to audience, actively listen and follow-up with questions and updates to involved parties
The position is a long term temporary project that offers medical benefits
