Customer Service Representative - 406038

Atrium; Toms River (NJ); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Atrium Care Package

Job summary

Atrium is seeking a Customer Service Representative on a temp-to-hire basis to join a small, collaborative office handling sensitive client information. The role requires responding to client requests by phone and email, Monday–Friday, 9:00 AM–5:00 PM.

The position also involves providing administrative support, updating client records in the CRM, and using Excel for reporting and data management. A Bachelor's degree is required, and experience with CRM systems is a plus.

Qualifications

• 1+ years of customer service or administrative support experience.
• Tech-savvy with proficiency in Microsoft Excel.
• Ability to handle sensitive client documentation with confidentiality and professionalism.

Responsibilities

• Answer phone and email inquiries from clients.
• Provide administrative support to the office.
• Update and maintain client information within the CRM system.
• Utilize Microsoft Excel for reporting and data management.

Skills

Customer service

Administrative support

Microsoft Excel

Education

Bachelor's degree

Tools

CRM system

Job description

Client Overview

Our client, a private financial firm, is seeking a Customer Service Representative to join their team on a temp-to-hire basis. This is a small, collaborative office working with sensitive client information.

Salary/Hourly Rate

$20/hr

Position Overview

The Customer Service Representative will respond to client requests via phone and email. The hours are Monday through Friday, 9:00 AM to 5:00 PM.

Responsibilities Of The Customer Service Representative

• Answer phone and email inquiries from clients.
• Provide administrative support to the office.
• Update and maintain client information within the CRM system.
• Utilize Microsoft Excel for reporting and data management.

Required Experience/Skills For The Customer Service Representative

• 1+ years of customer service or administrative support experience is required.
• Tech-savvy with proficiency in Microsoft Excel.
• Ability to handle sensitive client documentation with confidentiality and professionalism.

Preferred Experience/Skills For The Customer Service Representative

• Knowledge of insurance or annuity products.

Education Requirements

• Bachelor's degree is required.

Benefits

• Atrium Care Package available, upon eligibility (including healthcare plans, discount programs, and paid time off).