Client Service Representative

Cognixia; Pennington (NJ); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading digital solutions company in New Jersey, seeks an operational support professional for Wealth Management advisory partners. The role involves handling client inquiries, conducting research, and ensuring service quality. Candidates should demonstrate strong operational capabilities and attention to detail. Opportunities for career growth and learning are provided through in-house training. This position is ideal for individuals looking to advance their skills in a dynamic environment.

Responsibilities

• Provide professional end-to-end operational support for Wealth Management advisory partners and their clients.
• Respond to client inquiries through various channels to ensure quality service and operational efficiency.
• Conduct basic research and resolve routine requests.
• Identify and escalate potential issues or risk concerns in daily operations.
• Perform general operational tasks, including mail sorting and distribution.

Job description

Collabera is a leading Digital Solutions company providing software engineering solutions to the world’s most tech-forward organizations. With more than 25 years of experience, we have hired over 17000 employees across 60+ offices globally and currently place 10000+ professionals annually to support critical IT engagements at more than 500 client sites, 80% being the Fortune 500.

With Collabera, you:

• Will get to work on numerous challenging and exciting projects, including UI/UX transformation, Blockchain, AI/Data Science, Cloud migrations, Cyber-Security, and Engineering.
• At Collabera you have 80% chance of project extension or redeployment to other clients
• Will have endless opportunities to learn new technologies through our in-house Training arm – Cognixia.

Please let me know the best time and number to connect with you or please give me a call on {your number} to discuss this further. Also, if you happen to know anyone who fits this role, please do send us their resume. We do have a referral policy.

Job Description

Responsibilities:

• Provide professional end-to-end operational support for Wealth Management advisory partners and their clients
• Respond to client inquiries through various channels to ensure quality service and operational efficiency
• Conduct basic research and resolve routine requests
• Identify and escalate potential issues or risk concerns in daily operations
• Perform general operational tasks, including mail sorting and distribution

Additional Information

Please call me at 515-954-3712 if you are interested in this role :)