Financial Services- Client and Account Services Rep

  • Location
    Pennington, New Jersey
  • Job type
  • Category
    Accounting & Finance - Bank Operations

Adecco is currently assisting a local client in their search to fill a Financial Services - Client and Account Services Rep role in Pennington, NJ.

Responsibilities, Qualifications, & Details:
Job Title: Client and Account Services Rep
Shift: Anytime between 8:30-6:30
6+ month contract
Location: Pennington, NJ


Client and Account Services is responsible for providing first contact resolution for account and client on-boarding & maintenance processes via the Service Network. We partner with Branch Offices, predominately the Client Associate, to assist them with establishing and maintaining client brokerage accounts. This is accomplished through ensuring adherence to regulatory and compliance guidelines set-fourth by our governing bodies, including but not limited to the SEC, IRS, and FINRA. To support this we have two primary roles within CAS.
Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities of a call center phone representative will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, data entry, maintain accounts, etc. We provided quality service and effective and efficient operations support for the assigned area's internal business partners. We may provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor

1 year+ of Financial Services or Banking experience
Excellent communication skills
• Ability to engage with customers, begin a conversation, build rapport, and handle objections.
• Comfortable with ongoing change and learning new technology/processes.
• Ability to analyze and resolve customer inquiries.
• Ability to provide a positive customer experience through creative solutions.
• Ability to navigate multiple computer systems while interacting with the customer

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 above. For other opportunities available at Adecco go to

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.

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Reference number US_EN_2_022862_403185