Customer Service Representative (Client Services) - Pennington, NJ

Gilder Search Group; Pennington (NJ); On-site; USD 59,237,000 - 64,747,000; Full time

Job summary

Canon Recruiting in Pennington, NJ is seeking a Customer Services Representative (Client Services) for a full onsite, 1-year contract (JP224347). The role supports Financial Advisors and Client Associates with account openings, maintenance, and feature enrollments, including tutorials and issue reviews.

Shifts are Mon-Fri with several ET schedules; training runs 9:00–5:30 AM/PM EST, then move to the chosen schedule. Requires 2+ years of customer service and strong communication skills.

Qualifications

• At least 2 years of customer service experience.
• Previous call center experience is strongly preferred.
• Strong computer literacy and ability to navigate multiple screens and systems.

Responsibilities

• Provide clients and internal partners with clear, complete, and accurate responses at the point of contact.
• Deliver effective and efficient operational support to internal business partners, external customers, and prospective clients.
• Assist with opening, maintaining, and updating retirement accounts.
• Provide tutorial assistance, troubleshoot errors, and review account documentation.
• Accurately authenticate clients and follow all applicable policies and procedures.
• Document relevant information quickly and accurately while keeping the client fully engaged.
• Resolve and de-escalate challenging situations professionally and respectfully.
• Deliver a positive experience that helps improve customers’ financial lives.

Skills

Customer service

Call center

Communication

MS Office

Attention to detail

Problem-solving

Fast-paced

Reliability

Tools

Microsoft Outlook

Microsoft Word

Microsoft PowerPoint

Job description

Position: Customer Services Representative (Client Services) – JP224347

Location: Pennington, NJ (Fully Onsite)

Contract: 10/5/2026 – 10/5/2027 (Potential for Extension or Permanent Placement)

Pay Rate: $21.00/HR, Paid Weekly

Shift Availability: Monday – Friday; Multiple Shift Available Below

Training: Held Monday – Friday from 9:00 AM – 5:30 PM EST. Upon completion of training, employees will transition to the schedule selected at the time of the offer.

Available Shifts

All schedules are listed in Eastern Time:

• Mon–Fri| 8:25 AM–4:55 PM
• Mon–Fri | 9:00 AM–5:30 PM
• Mon–Fri | 9:30 AM–6:00 PM
• Mon–Fri | 10:00 AM–6:30 PM

Position Overview

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.

Key Responsibilities

• Provide clients and internal partners with clear, complete, and accurate responses at the point of contact.
• Deliver effective and efficient operational support to internal business partners, external customers, and prospective clients.
• Assist with opening, maintaining, and updating retirement accounts.
• Provide tutorial assistance, troubleshoot errors, and review account documentation.
• Accurately authenticate clients and follow all applicable policies and procedures.
• Identify and elevate potential risks appropriately.
• Navigate multiple applications and systems to research products, procedures, and account issues.
• Document relevant information quickly and accurately while keeping the client fully engaged.
• Resolve and de-escalate challenging situations professionally and respectfully.
• Deliver a positive experience that helps improve customers’ financial lives.

Required Qualifications

• At least 2 years of customer service experience.
• Previous call center experience is strongly preferred.
• Strong computer literacy and the ability to navigate multiple screens and systems simultaneously.
• Proficiency in Microsoft Outlook, Word, and PowerPoint.
• Excellent written and verbal communication skills, including strong grammar.
• Ability to work effectively in a fast-paced, high-volume, and continuously changing environment.
• Strong problem-solving, customer service, and de-escalation skills.
• Ability to manage confidential and sensitive information responsibly.
• Positive attitude and willingness to accept coaching and feedback.
• Flexible, ambitious, dependable, and self-motivated.
• Reliable attendance and punctuality are essential.

Workplace Expectations

• Cell Phones: The manager will review designated areas and approved times for personal phone calls.
• Dress Code: Professional business-casual attire is required for both the interview and the assignment.
• Attendance: Consistent daily attendance is required. Employees must follow the proper call-out procedures and notify the attendance line, direct supervisor, and staffing vendor of any absence.
• Punctuality: Employees are allotted up to 16 hours of time off during their first 90 days. Candidates are strongly encouraged not to schedule time off during training.
• Training Environment: Candidates must be comfortable participating in virtual training while onsite. Please do not bring personal comfort items, such as blankets, into the workplace.

Working Conditions

• May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
• The ability to lift up to 30 lbs.
• Use of computers and technology.

Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity, we are made a stronger organization, and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency, and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers. At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life.

Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected state. The pay range for this position is listed above. Base pay information is based on market location. We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans. For individuals with disabilities who would like to request an accommodation, please email [e-mail]