Customer Service Representative (Client Account Services)

By promoting inclusion with the same enthusiasm, we devote to quality and competency, and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers. CAS provides general investment account maintenance support such as opening a new account, maintaining existing accounts, and enrolling accounts in new features.

POSITION: Customer Service Representative (JP225150)

FULLTIME: 11/2/26 - 11/1/2027

LOCATION: Pennington, NJ

SCHEDULE:

• Training Hours – Monday through Friday 9am -5:30pm EST – Will follow schedule selected at offer time, once training is completed

Monday-Friday Schedule Options

• 8:25 AM - 4:55 PM ET
• 9:00 AM - 5:30 PM ET
• 9:30 AM - 6:00 PM ET
• 10:00 AM - 6:30 PM ET

PAY RANGE: $21/HR
(Exact compensation may vary based on skills, experience, and location. Base pay information is based on market location.)

JOB DESCRIPTION:

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.

Workplace Expectations:

• Cell Phones: The manager will review designated areas and approved times for personal phone calls.
• Dress Code: Professional business-casual attire is required for both the interview and the assignment.
• Attendance: 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.
• Punctuality: Employees are allotted up to 16 hours of time off during their first 90 days. Candidates are strongly encouraged not to schedule time off during training.
• Training Environment: Candidates must be comfortable participating in virtual training while onsite. Please do not bring personal comfort items, such as blankets, into the workplace.
  

Working Conditions:

• May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
• The ability to lift up to 30 lbs.
• Use of computers and technology.

Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity, we are made a stronger organization, and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency, and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers. At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life.

Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

The pay range for this position is listed above. Base pay information is based on market location.
We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans.
For individuals with disabilities who would like to request an accommodation, please email hr@canonrecruiting.com