Our client, a Banking company, is looking for a Customer Service Representative (Level III) for their Pennington, NJ/Hopewell, NJ location.
Responsibilities:
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.