Customer Service Representative

Iconma,-Llc.; Hopewell (NJ); On-site; USD 38,000 - 46,000; Full time

Benefits offered by this job

Health benefits

Referral program

Growth opportunities

Job summary

Iconma, LLC. is assisting a banking organization in Hopewell, NJ by sourcing Customer Service Representatives. You will provide information on retirement accounts, guide customers through transactions, and ensure accurate processing while managing multiple screens and notes in real time.

The role requires 2+ years of customer service, strong communication, and the ability to handle confidential financial information in a high-volume, fast-paced environment.

Qualifications

• 2+ years of customer service experience.
• Navigate between screens/systems while keeping the client engaged and typing notes.
• Proficient in Outlook, Word and PowerPoint.
• Work well under pressure in a fast-paced, high-call-volume environment.
• Strong communication and grammar; able to interact with management, peers and clients.
• Resolve and de-escalate difficult situations with respect and poise.
• Positive attitude and openness to coaching.

Responsibilities

• Provide clear, accurate information regarding retirement accounts, balances, and plan options.
• Walk customers step-by-step through how to execute various account transactions, ensuring seamless processing.
• Complete financial transactions with high accuracy and attention to detail.
• Toggle between multiple screens and software applications while keeping clients engaged on the line.
• Type detailed call notes and client information into systems in real time.
• Handle difficult situations with poise and professionalism, turning into positive client experiences.
• Handle confidential financial information with utmost responsibility and discretion.

Skills

Customer service

Communication

Multitasking

Typing fast

Problem solving

Data entry

Education

HS Diploma or equivalent

Tools

Microsoft Outlook

Microsoft Word

PowerPoint

Job description

Our Client, a Banking organization, is looking for multiple Customer Service Representatives for their Hopewell, NJ location.

Responsibilities

• Provide clear, accurate information regarding retirement accounts, balances, and plan options.
• Walk customers step-by-step through how to execute various account transactions, ensuring seamless processing.
• Complete financial transactions with high accuracy and attention to detail.
• Efficiently toggle between multiple screens and software applications while keeping clients fully engaged on the line.
• Quickly and accurately type detailed call notes and client information into our systems in real time.
• Handle difficult situations with poise and professionalism, turning challenging moments into positive client experiences.
• Handle sensitive and confidential financial information with the utmost responsibility and discretion.

Requirements

• Requirement of 2 or more years of customer service experience
• Must possess the skills to navigate between multiple screens/systems 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.
• H.S. Diploma or equivalent

Why Should You Apply?

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities

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