Customer Service Representative - Tailored Management : Job Details

Job Title: Customer Service Representative - Level III Location: 1400 Merrill Lynch Dr, Pennington, NJ 08534 Start Date: ASAP (Pending successful onboarding) Pay Rate: $21.00/hour (Paid weekly) Contract Duration: 12-month initial contract with the possibility of extension or full-time conversion based on performance, attendance, and business needs Benefits: Health, Vision, and Dental coverage available Position Summary: We are seeking an experienced Customer Service Representative (Level III) to support participants in employer-sponsored 401(k), pension, and non-qualified deferred compensation plans. The role involves guiding participants through account management, executing financial transactions, and ensuring accuracy in processing. This is a hybrid on-site position during training, with work conducted in a virtual setting from the office location. Training Schedule:

• Monday to Friday: 9:00 AM - 5:30 PM EST
• Post-training, shifts will align with the schedule selected at the time of offer.

Available Work Shifts (Post-Training):

• Monday - Friday:
  • 9:30 AM - 6:00 PM EST
  • 10:00 AM - 6:30 PM EST
  • 10:30 AM - 7:00 PM EST
  • 11:00 AM - 7:30 PM EST
  • 11:30 AM - 8:00 PM EST
  • 12:00 PM - 8:30 PM EST
  • 12:30 PM - 9:00 PM EST

Candidate Expectations: Before applying, please be aware of the following requirements and expectations:

• Cell Phones: Usage restricted to designated areas and times (to be discussed by the manager).
• Dress Code: Professional business casual is mandatory - including for interviews.
• Attendance: Reliable attendance is essential. Proper procedures must be followed for absences (call-out line, notifying supervisors and vendors).
• Punctuality: A maximum of 16 hours of time off is allowed within the first 90 days. It is strongly recommended not to schedule any time off during training.
• On-Site Training: Candidates must work onsite during training and should not bring personal items such as blankets to the workplace.

Required Skills & Qualifications:

• Minimum of 2+ years of customer service experience in a fast-paced environment.
• Strong computer skills, including proficiency with Microsoft Outlook, Word, and PowerPoint.
• Ability to multitask across multiple systems while maintaining client engagement and accuracy in documentation.
• Excellent written and verbal communication skills, with a focus on professionalism and clarity.
• Strong problem-solving and conflict-resolution skills, with the ability to remain calm and respectful under pressure.
• Receptive to coaching, feedback, and ongoing skill development.
• Ability to handle sensitive and confidential information responsibly.
• Highly motivated, self-driven, and adaptable to change.

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