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Customer Account Specialist

2 months ago

Ridgefield Park, New Jersey, United States Equiniti Full time
Job Description

At Equiniti, we are seeking a highly skilled and customer-focused individual to join our team as an Account Associate. This role is responsible for providing exceptional service to our customers, ensuring their needs are met, and resolving any issues that may arise.

Key Responsibilities:
  • Communicate with account owners or legal entitled parties to discuss at-risk accounts and provide guidance on the reunification process.
  • Explain the process of recovering and/or updating at-risk accounts and the services Equiniti can provide.
  • Receive and respond to inbound calls, educating callers on the purpose of documentation from Equiniti and offering reunification services.
  • Place outbound calls to customers to correct paperwork submitted incorrectly.
  • Prioritize and manage case inventory to ensure timely resolution of customer issues.
Requirements:
  • High School diploma or equivalent.
  • BA/BS degree preferred.
  • 2+ years of experience in financial services and/or securities industry.
  • Experience in customer service and/or inside sales strongly preferred.
  • Working knowledge of escheatment law preferred.
Skills and Abilities:
  • Excellent verbal and written communication skills.
  • Ability to analyze complex situations and data.
  • Ability to work independently or as a team member with minimal supervision.

Equiniti offers a competitive compensation package, including a salary of $22.00 hourly. If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity.