Job Description

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Client Associate

  • Ref: 292114
  • Type: Option-to-Hire
  • Location: Secaucus, NJ
  • Industry: Financial Services
  • Job Level: Experienced Non-Manager
  • Pay: Negotiable

Opportunity Description

HumanEdge has partnered with a leading financial services company to assist in hiring Financial Services Client Associates in Secaucus, NJ.  

These are full-time, long-term contract roles with the potential to turn into a permanent opportunity for the right person!  If you are interested in working in insurance & asset management, this is a great way to jump start your career with a world renowned financial services firm! 

 

Job Duties

Responsibilities Include:

  • Answer in-bound calls from clients in a busy call center environment
  • Assist clients via email & phone and process incoming client requests
  • Handle account maintenance and other service issues as necessary
  • Perform data entry of applications and shareholder information 
  • Communicate with Brokers and assist with processing requests 

Experience & Skills Required

Required Skills: 

  • Excellent email and phone communication skills
  • Ability to multi-task, prioritize, and manage time effectively to meet deadlines

Preferred Skills: 

  • Previous high volume inbound or outbound call center experience preferred 
  • 4 year college degree or previous finaicial services experience and/or knowledge preferred