Top 95 Customer service representative Jobs in Ventnor City Nj

Financial Client Associate
Benjamin F Edwards & Co —Northfield, NJ
- $25.43 - $31.78 an hour
- Full-time
- Research
- Office
- Bachelor's degree
- Profit sharing
- Paid parental leave
Customer Service Associate
Wawa, Inc. —Margate City, NJ
- $16.50 - $20.25 an hour
- Part-time
- Serving
- Reliable transportation
- Communication skills
- Paid parental leave
- Health insurance
Customer Service Representative
One to One Health —Atlantic City, NJ
- $18 - $21 an hour
- Full-time
- Microsoft Word
- Writing skills
- English
- Health insurance
Quick Apply
Admissions Coordinator
ENLIGHTENED SOLUTIONS LLC —Egg Harbor City, NJ
- $20 - $30 an hour
- Full-time
- Background check
- Sales
- Typing
- Profit sharing
- Paid holidays
Quick Apply
Customer Success Manager
Modus Closing —Ocean City, NJ
- $27 - $30 an hour
- Hospitality
- Inventory management
- Writing skills
- Paid holidays
- Disability insurance
14d
Customer Service Associate
General Floor Industries —Egg Harbor Township, NJ
- $20 - $24 an hour
- Full-time
- Sales
- Warehouse
- Marketing
- Paid holidays
- Health insurance
Quick Apply
Customer Success Manager
Compass —Ocean City, NJ
- $27 - $30 an hour
- Hospitality
- Inventory management
- Writing skills
- Paid holidays
- Disability insurance
Quick Apply
14d
Customer Service Representative
U-Haul —Egg Harbor Township, NJ
- $15.92 - $17.00 an hour
- Part-time
- Clean driving record
- Forklift
- High school diploma or GED
- Paid holidays
- Health insurance
Reservations/Call Center Representative - Full Time
Ocean Casino Resort —Atlantic City, NJ
- $17.50 an hour
- Weekends as needed
- Computer literacy
- English
- Windows
- AD&D insurance
- Health insurance
Quick Apply
1d
Client Service Representative
Absecon Veterinary Hospital —Absecon, NJ
- $15.50 - $18.00 an hour
- Full-time
- High school diploma or GED
- Computer skills
- Entry level
Manager - Customer Service
Hard Rock Digital —Atlantic City, NJ
- Weekends as needed
- Hybrid work
- 5 years
- Mid-level
- Analysis skills
Quick Apply
3d
Temporary Contact Center Floor Support, Guest Services
Spencer's and Spirit Halloween —Egg Harbor Township, NJ
- $19.50 an hour
- Temporary
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
Customer Service Associate I
Dollar Tree —Ventnor City, 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
Temporary Guest Services Associate
Spencer's and Spirit Halloween —Egg Harbor Township, NJ
- $18.50 an hour
- Temporary
- Microsoft Outlook
- Research
- High school diploma or GED
Customer Service Representative
South Jersey Water Conditioning, Inc. —Ocean View, NJ
- From $18.50 an hour
- Full-time
- Computer literacy
- No experience needed
- Computer skills
- Paid training
- Opportunities for advancement
Quick Apply
7d
Customer Service/Sales
Home Depot —Absecon, NJ
- $17.00 - $19.50 an hour
- Entry level
- Employee stock purchase plan
- 401(k)
Customer Service Associate
Walgreens —Northfield, NJ
- $15.92 - $18.00 an hour
- Weekends as needed
- Maintenance
- English
- Cleaning
- Health insurance
- Dental insurance
4d
Registered Financial Client Associate
Benjamin F Edwards & Co —Northfield, NJ
- $29.24 - $36.54 an hour
- Full-time
- Research
- Office
- Bachelor's degree
- Profit sharing
- Paid parental leave
Clay's Climate Control - Customer Service Representative
Ace Hardware Home Services Group —Linwood, NJ
- $17 - $19 an hour
- Full-time
- Background check
- Residential
- Microsoft Office
- Store discount
- Paid holidays
Union, Customer Service Associate - Part Time
Comcast Corporation —Mays Landing, NJ
- $17 an hour
- Part-time
- High school diploma or GED
- Organizational skills
- Cleaning

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Financial Client Associate

Benjamin F Edwards & Co -
Northfield, NJ

Apply Now

Job Details

Full-time
$25.43 - $31.78 an hour

Benefits

Profit sharing
Paid parental leave
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Phone communication

Full Job Description

Financial Client Associate

Summary

The Financial Client Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all client’s needs are met in a timely and efficient manner. Financial Client Associates have the opportunity to shape the client experience in a way that delights those we provide service and drives trust and confidence and forging lifelong relationships.

Under direct supervision, the Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of client-related activities, including but not limited to account opening, maintenance and research, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, coordinating appointments, implementing marketing and business plans, filing and record keeping in accordance with Compliance regulations by following policy and procedure. Partner closely with a Financial Advisor (s) to collaborate on delivering a seamless client experience.

Essential Duties/Responsibilities:

Serves as primary point of contact for clients and provides a high level of support; respond to client inquiries and ensure timely resolution.
Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients.
Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients.
Create, prepare and review daily client reports and presentations for client meetings and/or for Financial Advisor(s). Maintain client notes and follow up on resulting action items, leveraging tools such as Salesforce, Orion and Microsoft Bookings, etc.
Assist in financial planning efforts by entering client data in MoneyGuidePro, financial planning software, and walking clients through account set up and review options in the client portal.
Perform tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests.
Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc.
Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars.
Follow firm policies, procedures and maintain files in accordance with firm and regulatory guidelines.
Perform administrative duties as required by the Financial Advisor(s) or branch manager.
Provide backup support as required to other branch support personnel.
Perform other related duties as assigned.

Qualifications:

Proficient experience with Microsoft Office Suite and ability to learn other software and technology. Experience with Pershing/NetX360, Salesforce, Orion and MoneyGuidePro is a plus.
Professional presence with strong customer service and interpersonal skills experience
Detail oriented, excellent organization skills and able to manage a variety of tasks.
Ability to multi-task and work in a fast-paced, evolving environment; excellent time management skills.
Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills.
Ability to seek new ways to improve processes, suggest new ideas and approaches.
Exercise discretion in handling confidential information.
Perform other related duties as assigned.

Education and/or Work Experience:

Minimum Required: Bachelor’s Degree, and/or equivalent work experience
Minimum Required: 1+ year of work experience in client services, preferably within the financial industry.

License/Registration:

Pay Range

Between $25.43 to $31.78 per hour

Work Environment:

This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

About Benjamin F. Edwards

If you are interested in joining a firm that truly puts the interests of its advisors and clients first, you have come to the right place. Serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer.

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid parental leave
Paid time off
Profit sharing
Vision insurance

Work Location: In person

Apply Now

Refine Your Search

customer service representative jobs in ventnor city nj

Financial Client Associate

Customer Service Associate

Customer Service Representative

Admissions Coordinator

Customer Success Manager

Customer Service Associate

Customer Success Manager

Customer Service Representative

Reservations/Call Center Representative - Full Time

Client Service Representative

Manager - Customer Service

Temporary Contact Center Floor Support, Guest Services

Customer Service Associate I

Temporary Guest Services Associate

Customer Service Representative

Customer Service/Sales

Customer Service Associate

Registered Financial Client Associate

Clay's Climate Control - Customer Service Representative

Union, Customer Service Associate - Part Time

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