Financial Customer Service Representative Pennington, NJ
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Job Location:
Pennington, NJ - USA
Hourly Salary:
$ 19 - 21
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Position: Financial Customer Service Representative
Assignment: Targeted Start Date in November (1-year assignment potential for extension)
Location: Pennington NJ
Pay Range: $19 - $21 hourly paid weekly.
(Exact compensation may vary based on skills experience and location. Base pay information is based on market location.)
Training Hours: Monday through Friday 9 AM - 5:30 PM EST (Will follow schedule selected at offer time once training is completed.)
Job Overview:
We are seeking experienced client-focused Customer Service Representatives to support either Health Benefits Solutions or Client Account Services (CAS) depending on business needs. This role involves assisting clients via phone and digital channels providing accurate and timely information and ensuring a high level of customer satisfaction. Successful candidates will demonstrate strong communication adaptability and the ability to work in a fast-paced high-volume contact center environment.
Key Responsibilities:
Depending on the assigned area responsibilities may include:
Health Benefits Solutions Support:
- Assist clients with Health Savings Accounts (HSAs) as part of employer-sponsored benefit plans.
- Support inquiries such as: claim submissions debit card orders password resets and retrieving account statements.
- Clearly explain benefits and resolve account-related questions and issues.
Client Account Services (CAS) Support:
- Provide account maintenance support to Financial Advisors and Client Associates.
- Assist with opening and updating investment accounts enrolling in new services and troubleshooting errors.
- Offer guidance with system navigation form/document review and process clarification.
Required Qualifications:
- Minimum 2 years of customer service experience (preferably in a call center financial or healthcare environment).
- Proficiency in Microsoft Outlook Word and PowerPoint.
- Skilled in navigating multiple systems/screens while actively engaging clients and inputting accurate notes.
- Excellent verbal and written communication skills including proper grammar and professional tone.
- Demonstrated ability to remain calm and solution-focused while de-escalating complex or sensitive situations.
- Flexible adaptable and capable of thriving under pressure in a high-volume fast-paced setting.
- Receptive to feedback and open to continuous improvement and coaching.
- High level of discretion and professionalism when handling confidential and sensitive information.
- Self-motivated with a positive team-oriented attitude.
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 30lbs
- 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 status.
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
Required Experience:
Unclear Seniority
Key Skills
- Typing
- Data Entry
- Customer Service
- Basic Math
- Computer Skills
- Windows
- Banking
- Upselling
- Pricing
- Sanitation
- Cash Handling
- Stocking
About Company
Finding Good People, For Great CompaniesWe Know Talent Looking to Work? Get Started Looking to hire? Get Started We Know Talent Our more than 40 years of recruiting experience at Canon positions us as the number one talent search and management partner for workplaces of the future. So ... View more
