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Customer Service Representative (Level III)

Aerotek • Pennington, NJ

Posted 1 month ago

Job Snapshot

Full-Time
$16.77/Hour
Banking - Financial Services
Banking, Customer Service

Job Description

Client and Account Services is responsible for providing first contact resolution for account and client on-boarding & maintenance processes. We partner with company offices, predominately the Client Associate, to assist them with establishing and maintaining client brokerage accounts.

Our Service and Contact Agents primary responsibility is as a call center agent and to handle calls that come to us through the network. They are the point person for ensuring we continue to deliver the highest level of service across the network and meet our primary principle of Dedicated to first call resolution through ownership, actions and accountability

Our Processing and Domain Agents are both tier 2 call center support for the Service and Contact Agents as well as responsible for processing of electronic service requests (ASAP, Email, etc) and approval processing of on-boarding and maintenance documents.

Our team is required to research information, analyze and mitigate risk to both our wealth management client and the firm. Our ideal candidate will display superior oral and written communication skills, previous experience in customer service and the ability to articulate client centric solutions.

Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor.




About Aerotek:

We know that a company's success starts with its employees. We also know that an individual's success starts with the right career opportunity. As a Best of Staffing® Client and Talent leader, Aerotek's people-focused approach yields competitive advantage for our clients and rewarding careers for our contract employees. Since 1983, Aerotek has grown to become a leader in recruiting and staffing services. With more than 250 non-franchised offices, Aerotek's 8,000 internal employees serve more than 300,000 contract employees and 18,000 clients every year. Aerotek is an Allegis Group company, the global leader in talent solutions. Learn more at Aerotek.com.



The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email accommodation@aerotek .com for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.
Job ID: 6786486
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