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Client Services Representative 401(k) - 2nd Shift

Company: Merrill Lynch
Location: Pennington
Posted on: January 15, 2022

Job Description:

Job Description:*Multiple Shifts Available* *2nd Shift* Job Site Locations: Jacksonville, FL, Pennington, NJ & Chandler, AZ Role OverviewAs a Retirement Benefits Client Services Representative (CSR) you'll work in an inbound contact center serving our Merrill clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans). What you'll doAs a Retirement Benefits representative you will provide first-call resolution and will be responsible for:Providing clients with clear information and specific details on their retirement and benefit plansError-free processing of financial transactions including stock, money market and mutual fund trades-- -Demonstrating professionalism, trust and teamworkNavigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients' questions and inquiriesProactively identifying and escalating risks and seeking opportunities to improve the customer experienceEffectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access Required Skills & Experience (minimum qualifications)Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidenceMust possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and informationProven ability to professionally and tactfully handle confrontational and/or stressful interactions Demonstrated written communication skills with the ability to type error-free, clear, descriptive and succinct instructions and responses, while being proficient on the keyboardProven experience with effectively reviewing documentation/files, quickly identifying errors and taking action to resolve the errorsMust have experience gathering, absorbing and using facts/information to make effective and timely decisionsDemonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and proceduresMust be able to succeed in an environment in which you are constantly being held accountable for metrics Desired Skills & ExperienceExperience working in a client focus environmentKnowledge of financial terms and conceptsUnderstanding of retirement plans and productsJob Band:H7Shift:-- -2nd shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:*Multiple Shifts Available* *2nd Shift* Job Site Locations: Jacksonville, FL, Pennington, NJ & Chandler, AZ Role OverviewAs a Retirement Benefits Client Services Representative (CSR) you'll work in an inbound contact center serving our Merrill clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans). What you'll doAs a Retirement Benefits representative you will provide first-call resolution and will be responsible for:Providing clients with clear information and specific details on their retirement and benefit plansError-free processing of financial transactions including stock, money market and mutual fund trades-- -Demonstrating professionalism, trust and teamworkNavigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients' questions and inquiriesProactively identifying and escalating risks and seeking opportunities to improve the customer experienceEffectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access Required Skills & Experience (minimum qualifications)Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidenceMust possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and informationProven ability to professionally and tactfully handle confrontational and/or stressful interactions Demonstrated written communication skills with the ability to type error-free, clear, descriptive and succinct instructions and responses, while being proficient on the keyboardProven experience with effectively reviewing documentation/files, quickly identifying errors and taking action to resolve the errorsMust have experience gathering, absorbing and using facts/information to make effective and timely decisionsDemonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and proceduresMust be able to succeed in an environment in which you are constantly being held accountable for metrics Desired Skills & ExperienceExperience working in a client focus environmentKnowledge of financial terms and conceptsUnderstanding of retirement plans and productsJob Band:H7Shift:-- -2nd shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description: -- - -Multiple Shifts Available* *2nd Shift* Job Site Locations: Jacksonville, FL, Pennington, NJ & Chandler, AZ Role OverviewAs a Retirement Benefits Client Services Representative (CSR) you'll work in an inbound contact center serving our Merrill clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans). What you'll doAs a Retirement Benefits representative you will provide first-call resolution and will be responsible for:Providing clients with clear information and specific details on their retirement and benefit plansError-free processing of financial transactions including stock, money market and mutual fund trades-- -Demonstrating professionalism, trust and teamworkNavigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients' questions and inquiriesProactively identifying and escalating risks and seeking opportunities to improve the customer experienceEffectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access Required Skills & Experience (minimum qualifications)Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidenceMust possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and informationProven ability to professionally and tactfully handle confrontational and/or stressful interactions Demonstrated written communication skills with the ability to type error-free, clear, descriptive and succinct instructions and responses, while being proficient on the keyboardProven experience with effectively reviewing documentation/files, quickly identifying errors and taking action to resolve the errorsMust have experience gathering, absorbing and using facts/information to make effective and timely decisionsDemonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and proceduresMust be able to succeed in an environment in which you are constantly being held accountable for metrics Desired Skills & ExperienceExperience working in a client focus environmentKnowledge of financial terms and conceptsUnderstanding of retirement plans and products Shift:2nd shift (United States of America) Hours Per Week:-- -40

Keywords: Merrill Lynch, Trenton , Client Services Representative 401(k) - 2nd Shift, Sales , Pennington, New Jersey

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