Customer Service Representative (Level III)

Adecco is currently assisting a local client in their search to fill an exciting Customer Service Representative III in Pennington, NJ!  Apply now if you meet the qualifications listed below!



Client Solutions Associates will provide service support for all brokerage and banking account products and service features through inbound calls from Advisory clients, and FAC and MLD clients regarding technical matters. The Associates are required to have a broad knowledge of the financial industry and an understanding brokerage product, services and technology. May be required to solve problems and investigate/resolve a wide variety of issues and requests include gathering additional information, setting expectations and working with other support organizations to fulfill the request. Adheres to establish service level agreements. May handle escalated issues by successfully navigating the organization to resolve customer requests. Is accountable for the successful resolution of all customer requests. After the required training curriculum is successfully completed and a passing grade on both of the practical and written assessments is achieved, the Associate will assume the Client Solutions position servicing inbound client contacts. The Associates are required to provide complete and accurate information regarding all banking products and services including but not limited to:

  • Account balances, holdings and activity
  • Web Bill Payment
  • Fund Transfers
  • Online log-on, passwords reset, navigation and other functionality or trouble shooting
  • Statement reconciliation
  • Visa activity/deferred debit and rewards program rules and benefits

The incumbent must consistently demonstrate excellent verbal and written skills and exhibit a strong commitment to customer satisfaction and service ownership via observable call management behaviors. Client Solutions Associates must also demonstrate a cooperative and professional work ethic while achieving the required call center metrics (example: duration, adherence, service levels, client satisfaction) that are utilized to evaluate their performance.



  • Handle incoming Wealth Management (and FAC, MLD Tech calls) client calls utilizing professional telephone and problem-solving skills
  • Provide brokerage/banking account information, including but not limited account balances and deposit rates, checking and Visa activity
  • Support Online navigation and functionality including but not limited to linking of accounts and statements, creating user friendly IDs, resetting client passwords, and providing technical support with connecting to the web-site and quicken downloads
  • Explain content, format and activity on monthly and quarterly statement
  • Assist client with reconciliations of monthly activity and re-order duplicate statement copies
  • Consistently achieve minimal or beyond expectations for performance metrics and quality standards



  • Professional Demeanor: Demonstrating patience, composure, and client service attitude.
  • Service Adeptness: Comprehend and empathize with client needs, devote time and effort to satisfy the client’s requests.
  • Problem Solving and Decision-Making Skills: Use good research and problem solving skills; know where to go to resolve problems.
  • Initiative: Demonstrate a “self-starter” behavior and a willingness to help others.
  • Communication Skills: Communicate effectively both written and verbal, tailor communications to audience, actively listen and follow-up with questions and updates to involved parties
  • Career Driven individuals; we have a lot of opportunities for upward mobility and are looking for people who are performance/career driven
  • We are open every major holiday but rotate days with the other sites.
  • A 4-year degree is preferred


Role: Contract

Title: Customer Service Representative III

Location: Pennington, NJ

Pay: $ 16.77/hr

Start: 1/7/2019

Duration: 12 months

Shift: Shifts will be anytime from 7am-8pm Mon-Fri & anytime from 5am-7pm Sat. 4 or 5 days/week. 37.5 hours. Saturday work schedule (everyone in this class will work a Saturday)


How to Apply: Click on “Apply Now” to be considered for this position or any other opportunities with Adecco.


IMPORTANT: This position is being recruited for by Adecco’s National Recruitment Center, not your local Adecco Branch Office. To be considered for this position, you must use the “apply now” button to submit your resume. If you have questions about the position, you may contact the recruiter recruiting for this position listed below. For other opportunities available at Adecco go to


If you have any questions surrounding the application process, please feel free to reach out to: Lisbeth Vences at You can also email your most current resume in word format to the email listed.


The Adecco Group is a global leader in HR services.  Our group connects over 700,000 associates with our business clients each day through our 6,600 offices in over 70 countries and territories around the world.  We offer employment opportunities at any stage in your professional career.  Contact us today to discuss available contract and direct hire positions.  Adecco Group provides one of the most comprehensive benefits packages in the industry to contract workers to include Holiday, 401(k), Insurance Benefit Plans and Service/Anniversary Bonus opportunities.


Equal Opportunity Employer Minorities/Women/Veterans/Disabled


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Reference number US_EN_99_028082_380521