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Customer Service Representative

Modis
Short Hills, NJ
  • Posted: over a month ago
  • $18 to $20 Hourly
  • Full-Time
  • Benefits: dental, life insurance, medical, vision, 401k,
Job Description

100% ONSITE POSITION** 6 months with possibility of short term extension (possibly additional 3 months).

The Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients. Serves as the initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in clients with any service-related issues as well as account questions, issues, problem resolution, and escalations. Builds positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals.

What you are good at

• Responsible for the day-to-day operations and administrative functions of the branch.

• Work with Branch Manager and Financial Consultants to communicate solutions either directly or indirectly with clients.

• Identify and refer lead opportunities to Financial Consultants.

• Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners.

• Adheres to all compliance/risk procedures and follows corporate and industry protocols.

• Assist Branch Manager in performing daily key compliance and oversight activities for the branch. • Participate in projects to improve processes and enhance the client experience

• Perform duties with confidence, minimal supervision and sound judgment to mitigate risk for the firm.

• Strong attention to detail.

• Ability to use good judgment in line with TD Ameritrade’s policies and procedures when managing relationships

• Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills.

• Must demonstrate a positive and professional image at all times.

• Understanding of financial services industry operations

• 1-2 years of customer service and/or sales experience preferred.

Company Description
Our focus is on developing a diverse team of people who want to excel. At Modis, we offer careers that span countless domains, projects, and challenges across IT, Engineering, and Life Sciences. We expect our people to be ambitious. That’s why we entrust them with responsibility and encourage every colleague to apply their learnings from one discipline to another, so we can innovate together and unlock new ways of working.

Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit https://www.modis.com/en-us/candidate-privacy/
The Company will consider qualified applicants with arrest and conviction records.

Modis

Why Work Here?
At Modis, we focus on connecting your skills to businesses and projects that are right for you, across IT, Engineering and Life Science

Our focus is on developing a diverse team of people who want to excel. At Modis, we offer careers that span countless domains, projects, and challenges across IT, Engineering, and Life Sciences. We expect our people to be ambitious. That’s why we entrust them with responsibility and encourage every colleague to apply their learnings from one discipline to another, so we can innovate together and unlock new ways of working. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit https://www.modis.com/en-us/candidate-privacy/ The Company will consider qualified applicants with arrest and conviction records.

Address

Short Hills, NJ
USA

Industry

Business

Website

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