Job #: 1378

Title: Call Center


  • Northern New Jersey
  • Job Type:

  • Contract
    • Anywhere
    • Posted 1 year ago
    • This position has been filled

    Momentum is looking for a Customer Service Associate.

    Primary responsibilities:

    • Answer inbound calls from our internal and external clients.
    • Assist external clients with the Firm’s website registration or navigation, credit card activations, and provide education about the processes and procedures associated with their account.
    • Provide support and guidance with internal clients involving the maintenance of the Client’s accounts associated with the Firm’s investment products and providing estimated time frames for requests to be completed.

    Skills Required:

    • Financial services/banking/ brokerage experience preferred
    • Exceptional phone conversation skills
    • Able to perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
    • Strong organizational skills, attention to detail, and excellent follow-up skills
    • Ability to be self-motivated and succeed in a team atmosphere
    • Candidates must have flexibility in work schedule
    • Superior customer-centric focus, with proven ability to thoroughly resolve customer inquires