Max Bill Rate approved ***

Manager needs 3 candidates in this location. Amount can change. Hopewell, NJ NJ2-140-01-01

Talking points to have with candidates before submitting to req on expectations:

Cell phones ( manager will discuss designated locations for calls and times calls can happen)

Dress code (professional business casual attire) REQUIRED ON INTERVIEWS AS WELL

Attendance (utilizing the proper call out duty line, communicating with direct supervisor and vendor, showing up for training/ work on the daily)
Punctuality (16 hours within first 90 days allotted) RECOMMENDED TO NOT HAVE TIME OFF DURING TRAINING PERIOD.

MUST BE ABLE TO WORK IN A VIRTUAL SETTING on site during training. PLEASE DO NOT BRING PERSONAL ITEMS SUCH AS BLANKETS.

Department- Client Account Services

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.

TRAINING:
Training Hours – Monday through Friday 9:00am – 5:30pm EST – Will follow schedule selected at offer time, once training is completed

Shifts:
Schedules will be provided when the new hires go live, Open from 8:30a-6:30p EST Monday-Friday Will work an 8 hour shift between these hours. Possible shift options are as follows, not guaranteed:
o 8:30a – 5:00p (30 min lunch)
o 9:00a – 5:30p (30 min lunch)
o 9:30a – 6:00p (30 min lunch)
o 10:00a – 6:30p (30 min lunch)

REQUIRED skills-
REQUIREMENT of 2 or more years of customer service experience and below skills.

Must possess the skills to navigate between multiple screens and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information
Computer Literacy and proficient in using Microsoft Outlook, Word, and PowerPoint is a REQUIREMENT
Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing call center environment
Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients
Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise
Positive attitude that embracing coaching as an opportunity to improvement in current role
Ability to handle confidential matters and sensitive information in a responsible manner.

Ambitious and self-motivating