Top 309 Customer service representative Jobs in Alpha, Nj

Client Service Specialist
Ameriprise Financial —Allentown, PA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
5d
Client Service Representative- Clover Hill Animal Hospital
Clover Hill Animal Hospital —Flemington, NJ
- From $18 an hour
- Full-time
- Background check
- Computer literacy
- Computer skills
- Continuing education credits
- Health insurance
Quick Apply
Customer Service Representative
Shellback Semiconductor Technology, LLC —Coopersburg, PA
- Mid-level
- 3 years
- Product management
- Paid holidays
- Health insurance
Quick Apply
Customer Service Representative
Follett LLC —Easton, PA
- Remote
- Math
- Organizational skills
- Business
Customer Care Representative
SOLitude —Washington, NJ
- $18 - $31 an hour
- Full-time
- Microsoft Excel
- Computer literacy
- Windows
- Paid holidays
- Disability insurance
Quick Apply
14d
Customer Support Specialist
Unity Bank —Clinton, NJ
- $22.84 - $32.69 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Organizational skills
Quick Apply
11d
Delivery Station Customer Service Associate
Amazon.com Services LLC - A57 —Bethlehem, PA
- $18.65 - $25.96 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Merchandising
- Employee assistance program
- 401(k) matching
4d
Customer Service/Sales
Home Depot —Phillipsburg, NJ
- $17 - $20 an hour
- Entry level
- Employee stock purchase plan
- 401(k)
Customer Service Associate I
Dollar Tree —Phillipsburg, NJ
- $16.00 - $16.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance
Customer Care Representative II, Service
Olympus —Center Valley, PA
- $21.06 - $27.38 an hour
- Full-time
- Hybrid work
- Mid-level
- 3 years
- High school diploma or GED
- Paid parental leave
- Paid holidays
11d
Customer Service Advocate- Billing
St. Luke's University Health Network —Allentown, PA
- Full-time
- Hybrid work
- Computer literacy
- Medical office experience
- English
Part-Time Insurance Receptionist & Customer Service Representative
George Denger Agency —Easton, PA
- $16 - $20 an hour
- Part-time
- Office
- Organizational skills
- Communication skills
Quick Apply
14d
Customer Care Support Coordinator
Victaulic —Easton, PA
- Overtime
- Microsoft Excel
- Mid-level
- High school diploma or GED
23h
Customer Service Representative
C & L Auto Body —Washington, NJ
- $19 - $22 an hour
- Full-time
- Customer service
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Customer Service Representative
State Farm Agency - Easton, PA —Easton, PA
- $40,000 - $75,000 a year
- Full-time
- No experience needed
- Office
- Communication skills
- Paid time off
- Opportunities for advancement
Quick Apply
Customer Service Representative
Trans-Bridge Inc —Bethlehem, PA
- From $18 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
Quick Apply
10d
Call Center Representative
Lehigh Valley Health Network —Allentown, PA
- Full-time
- High school diploma or GED
- Critical & Intensive Care
- 1 year
5d
Customer Service / Student Services Representative
Direct Learning Systems Inc —Allentown, PA
- $22 - $25 an hour
- Email
- Office
- Children
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance
Quick Apply
Customer Service Representative
Gregory Packaging —Bethlehem, PA
- Full-time
- Mid-level
- Analysis skills
- Geriatrics
- Paid holidays
- Health insurance
Quick Apply
Pro Customer Service/Sales
Home Depot —Phillipsburg, NJ
- $17 - $19 an hour
- Entry level
- Commercial

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Client Service Specialist

Ameriprise Financial -
Allentown, PA

Apply Now

Job Details

Full-time
5 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
Vision insurance

Qualifications

Confidential information handling
Customer relationship building
Managing clients in a customer support role
Financial services

Full Job Description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

The Client Services Specialist serves as a primary relationship manager for existing clients and plays a critical role in ensuring an exceptional client experience. This position is responsible for managing ongoing client service needs, preparing for client meetings, coordinating follow-up activities, maintaining workflow systems, and supporting advisors in delivering comprehensive wealth management services. The ideal candidate is client-focused, highly organized, detail-oriented, and committed to delivering proactive, responsive service.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Client Relationship Management:

Serve as the first point of contact for client inquiries via phone, email, and secure messaging.
Provide exceptional service and support to clients, ensuring timely responses and issue resolution.
Build positive relationships with clients and support the firm's commitment to delivering a high-touch client experience.
Coordinate client communications and follow-up activities.

Client Onboarding:

Facilitate the new client onboarding process from initial engagement through account setup.
Create and configure client access to secure client portals and technology platforms, including OmniView.
Prepare and send welcome packages, onboarding instructions, and required client communications.
Track onboarding progress and ensure all required documentation is completed accurately and promptly.
Coordinate with advisors and operations staff to ensure seamless onboarding experience.

CRM Administration & Data Management:

Maintain accurate and up-to-date client records within the CRM system.
Enter and update client information, meeting notes, service activities, and workflow tasks.
Monitor data integrity and conduct periodic audits of client records.
Support workflow management and help ensure client service requests are completed on time.
Generate reports and assist with tracking client service metrics.

Client Meeting Preparation & Follow-Up:

Prepare for client meetings by gathering required information, generating reports, and preparing necessary forms and documentation.
Coordinate meeting logistics and ensure advisors have all relevant materials prior to meetings.
Document meeting notes, action items, and client requests.
Manage post-meeting follow-up activities and ensure all outstanding items are completed accurately and on time.
Track progress of client service requests and communicate status updates as needed.

Qualifications:

Required

Minimum 2 years of experience in the financial services industry.
Minimum 2 years of client service or relationship management experience.
Excellent verbal and written communication skills with the ability to explain complex topics clearly.
Strong time management, organizational, and prioritization skills.
Ability to work independently while managing multiple deadlines and responsibilities.
Demonstrated attention to detail and commitment to quality.
Ability to maintain confidentiality and exercise discretion with sensitive client information.

Preferred

Experience working within a wealth management, financial planning, or investment advisory environment.
Familiarity with CRM systems and workflow management tools.
Intermediate proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
Strong technical aptitude and ability to learn firm-specific software and systems.
Experience supporting client account maintenance and investment operations.

Core Competencies:

Client Focus
Relationship Management
Organizational Excellence
Attention to Detail
Effective Communication
Problem Solving
Process Improvement
Accountability
Team Collaboration
Professional Judgment

Benefits Included:

Ten (10) vacation days
Five (5) personal days
Three (3) sick days
Potential annual bonus of $2,500 (paid quarterly)
Potential year-end bonus of $2,500
13 Paid Holidays
Employer contribution of 2% of salary into a Simple IRA account after one (1) year of employment
Medical Benefits (currently employee pays 30% of expense, subject to annual review)
Dental & Vision Benefits

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

customer service representative jobs in alpha, nj

Client Service Specialist

Client Service Representative- Clover Hill Animal Hospital

Customer Service Representative

Customer Service Representative

Customer Care Representative

Customer Support Specialist

Delivery Station Customer Service Associate

Customer Service/Sales

Customer Service Associate I

Customer Care Representative II, Service

Customer Service Advocate- Billing

Part-Time Insurance Receptionist & Customer Service Representative

Customer Care Support Coordinator

Customer Service Representative

Customer Service Representative

Customer Service Representative

Call Center Representative

Customer Service / Student Services Representative

Customer Service Representative

Pro Customer Service/Sales

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