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Northpointe Staffing

Finance - Wealth Management - Client Service Representative

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Job Description

Finance
  • Wealth Management
  • Client Service Representative Northpointe Staffing
  • 3.7 Weehawken, NJ Job Details Temporary $25
  • $28 an hour 20 hours ago Qualifications Computer operation Microsoft Outlook Windows Organizational skills Typing Full Job Description Global Wealth Management
  • Client Services Representative Shifts Available Friday-Tuesday 11 AM-9 PM and Wednesday-Saturday 8 PM-6:30 AM.
Candidates must be available for 12-week training onsite Monday-Friday 8:30 AM-5:30 PM. Individual within this role will be working in the Service Group Client Services, which is a team dedicated to providing support to the Firm's Financial Advisors, assistants and external clients. As a customer service representative, individual within this role will play an important role in providing excellent service to internal clients, the branches and external clients.
Responsibilities:
answer inbound calls/chats in a multi-channel environment from our internal clients at the branches educate clients on account services and capabilities have basic computer troubleshooting skills for tier 1 support and document and ticket calls perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks have strong organizational skills, attention to detail, and excellent follow-up skills have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries
Your Expertise:
proficient typing/grammar skills detail oriented (nothing gets past you) proficient in Microsoft Office Suite 4-year degree in related field Citrix, Good for enterprise, or Active Directory is a plus Windows 7 navigation skills basic understanding of computer networking monitor, speaker, mice and keyboard troubleshooting, ETC. know how to use remote access tools to assist clients Outlook and Microsoft office troubleshooting skills
Pay:
$25.00
  • $28.00 per hour Application Question(s):
  • Are you available to work one of the following shifts and are you available for the training shifts? Fri
  • Tues. 11 AM-9 PM & Wed
  • Sat.
8 PM-6:30 AM. 12 Week onsite training M-F 8:30 AM-5:30 PM Do you have prior client service experience within the financial industry?
Work Location:
In person