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.
ICONMA is a global information consulting management firm providing Professional Staffing Services and Project-Based Solutions for organizations in a broad range of industries.
Corporate Headquarters in Troy, Michigan; 20+ locations worldwide.
Certified Woman-Owned Business Enterprise (WBE); certified by Women’s Business Enterprise National Council, National Women Business Owners Corporation (NWBOC); and California Public Utilities Commission (CPUC).
Founded in 2000
2000+ Employees
The company was founded on the principle that success is derived from delivering high quality service and resources in the most responsive, flexible, and innovative way. ICONMA invests in people and resources with a single goal: To provide our customers with the highest quality service in the most responsive manner. Through its network of offices, ICONMA provides the resources to help clients maintain their competitive advantage.
Skills
Banking Servicesunmatched
Customer Support/Serviceunmatched
Develop and Maintain Customersunmatched
Documentation Reviewunmatched
Health Planunmatched
Identify Issuesunmatched
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