Job Description

Reference # : 18-09145Title : Customer Service Representative
Location : Manhattan, NY
Position Type : Contract
Experience Level : Start Date / End Date : 10/22/2018 / 10/21/2019
Assignment Detail
Industry:InsuranceJob Category:Administration / Customer Service
Description
Customer Service Representative


Find your next opportunity in the Financial Services Industry. Eclaro is looking for a Customer Service Representative for our client in Manhattan, NY.

Eclaro's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US. If you’re up to the challenge, then take a chance at this rewarding opportunity!

Position Overview:
  • The Brokerage Operations position demands working within established procedures and controls with a moderate degree of supervision
  • The department is customer centric

Responsibilities:
  • Responsible for the accurate, efficient data entry, electronic updating and processing of a multitude of basic and advanced money movement transactions (check deposits, EFTs, journals, wires, establishing periodic investment plans to/from client's bank accounts, and Roth Conversions) for Retail and Retirement brokerage accounts
  • Respond to inquiries in a timely, efficient, and professional manner by quickly identifying the need and formulating an accurate response or solution
  • Learn and maintain a strong working knowledge of multiple systems including mainframe systems, products, and services
  • Meet individual performance expectations and operate in a team environment to contribute to the company and team goals

Qualifications:
  • Individual must have a solid understanding of financial products (stocks, bonds, mutual funds) and industry rules and regulations
  • The individual must be able to work in a high volume department with time sensitive customer transactions that require review, research and communication with agent and clients on a timely basis
  • The desire to work with clients and agents at times of high stress to exceed their expectations is required

If hired, you will enjoy the following Eclaro Benefits:
  • 401k Retirement Savings Plan administered by Merrill Lynch
  • Commuter Check Pretax Commuter Benefits
  • Eligibility to purchase Medical, Dental & Vision Insurance through Eclaro


If interested, you may contact:
Arnie Villanea
Arnie.Villanea@eclaro.com

Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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