Customer Service Representative (Level III)

Iconma LLC

  • Pennington, NJ
  • 2 days ago

    Highlights

    CAS provides general investment account maintenance support such as opening a new account, maintaining existing accounts, and enrolling accounts in new features. Our client, a Banking company, is looking for a Customer Service Representative (Level III) for their Pennington, NJ/Hopewell, NJ location.

    Numbers & Facts

    LocationPennington, NJ

    Description

    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.

    Why Should You Apply?

    • Health Benefits
    • Referral Program
    • Excellent growth and advancement opportunities

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