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Customer Service Representative

Corporate Brokers Pennington Contractor
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Our Fortune 50 client is currently seeking multiple Customer Service Representatives to join their Global Operations Division.

As a Customer Service Representative, you will be working in an inbound contact center supporting our clients Branch Office partners with opening and maintenance of various retirement, retail and business brokerage accounts. 

What you’ll do 
• Guiding Branch Office partners step-by-step through how to open new accounts and perform routine account maintenance 
• Providing Branch Office partners with clear, complete and accurate responses to their questions and inquiries 
• Reviewing required account documentation to ensure completeness and accuracy 
• Effectively managing risk by fully adhering to processes/policies/procedures and proactively identifying and escalating potential risks 
• Error-free and timely processing of requests from Branch Office partners 
• Navigating through multiple applications and tools to understand processes/policy/procedures and research and resolve issues with client accounts 
• Establishing strong working relationships and effective partnerships with Branch Office partners 


A strong candidate should have:

• Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing trust and exuding positivity and confidence 
• Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information 
• Must have experience gathering, absorbing and using facts/information to make effective and timely decisions 
• Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures 
• Proven experience with effectively proofreading, editing and/or quickly identifying errors, while understanding the cause of the error and taking action to implement sustainable solutions 
• Banking and/or brokerage experience 
• Inbound call center experience 
• Proficient with Microsoft Word, Excel and PowerPoint 

Level of Experience Needed: 
Customer Service Experience 
Higher education

#LI-CB2

 

Recommended skills

Retailing
Banking
Research
Brokerage
Customer Service
Call Centers
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Job ID: BHJOB6306_10728

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