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Call Center Representative in Pennington, NJ at Pionear

Date Posted: 5/14/2019

Job Snapshot

Job Description

This call center is designed to assist branch personnel, primarily Financial Advisors, develop and enhance client relationships by providing guidance and expertise across a suite of wealth management tools and financial planning analytics.  

Some of the responsibilities include: 
Provide superior customer service to the branch office network (primary Financial Advisor) via incoming phone calls and email inquiries 
Conduct research on tool / technical issues 
Provide point-of-call resolution 
Facilitate training sessions / tutorials to branch personnel 
Partner with product owners / productivity consultants / technology during tool enhancements / roll-outs 
Support / participate in ad hoc projects and product testing 

Job Requirements

Required Experience:

  • 1+ years of call center / customer service experience 


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