Client Services Specialist

2 months ago

Pennington, United States BCforward Full time
BCforward is currently seeking a highly motivated Client Services Specialist opportunity in Pennington, NJ

Position Title: Client Services Specialist

Location: Pennington, NJ

Anticipated Start Date: ASAP

Please note this is the target date and is subject to the change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration: 12 months

Job Type: FULL TIME, CONTRACT, ONSITE

Pay Range: $22.28/hr

Please note that actual compensation may vary within this range due the factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Requirements:
  • Will work in Excel spreadsheet that they need to be able to sort, Filter and Sum.
  • Operations, Wealth Management, Retirement, 401k, Customer services, Financial Services Background.
Job Description: ?
  • The Retirement Onboarding and Operations teams within Wealth Management Operations provide onboarding, plan maintenance and operational support for Institutional and Personal Retirement clients for product lines offered through Retirement & Personal Wealth Solutions (RPWS).
  • This position within the Health Benefit Solutions (HBS) Operations team is responsible for the support of various day-to-day resolution of escalated client issues and oversight of various HBS processes.
  • Listed below is a listing of several of the various processes in which the Operations Analyst would be responsible.
  • Responsible for supporting the day-to-day resolution of complex client problems and escalated issues. Ensure all customer inquiries and complaints are resolved within corporate policy guidelines and SLAs.
  • Responsible for staying abreast of new product developments, process enhancements impacting HBS products and services.
  • Assist with regulatory and audit assessments as required. Responsible for providing efficient, courteous service to inquiries and requests from internal associates and external clients.
  • Provide Siebel case metric tracking, reporting and act as liaison between HBS and other business partners including external vendors to ensure that high quality and comprehensive client service is provided to HBS clients in accordance with defined parameters.
  • Perform vendor oversight functions to ensure that SLAs are met. Operational functions includes response/research, account maintenance and analyzing and determining cause and resolution to inquiries and request.
  • Proactively assist other team members when workloads dictate. Provide support of the tracking of billing reconciliation for 40+ clients who require aged receivable tracking. Includes working with Relationship managers to follow up and provide support on aged receivables as needed.
  • Provide support of fulfillment mailing quality assurance, mail tracking and peer review for the mailing of various HBS Fulfillment items.
  • Support team by assisting Team Leader and/or Manager in the completion of special projects as required. Provide back-up Operational support for various HBS processes including debit card updates, debit card monitoring, Billing, Enhanced IDV support, Privacy mailings and various Operational calls.
  • Perform additional duties as assigned by Team Leader and HBS Operations manager
Keywords:

Account management, operations support, Wealth Management, Retirement, Financial Services, banking operations, 401k account, Customer services.

Benefits:

BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format Please reference job code 228952 when responding to this ad.

Get job alerts by email.Sign up nowJoin Our Talent Network

Salary Details

This salary was provided in the Job Posting.

$22.28

Hourly Salary

Job Snapshot

Employee Type
Contractor

Location
Pennington, NJ (Onsite)

Job Type
Banking, Finance, Professional Services

Experience
Not Specified

Date Posted
09/10/2024

  • Client Services Specialist

    1 month ago

    Pennington, New Jersey, United States BCforward Full time

    Job Title: Client Services SpecialistBCforward is seeking a highly motivated Client Services Specialist to join our team in Pennington, NJ.This is a full-time, contract position with an anticipated start date of ASAP. The expected duration of the assignment is 12 months.The Client Services Specialist will provide support to the Health Benefit Solutions (HBS)...

  • Client Services Specialist

    2 weeks ago

    Pennington, New Jersey, United States BCforward Full time

    Job Title: Client Services SpecialistBCforward is seeking a highly motivated Client Services Specialist to join our team in Pennington, NJ.This is a full-time, contract position with a 12-month duration.The ideal candidate will have experience in operations, wealth management, retirement, and customer services, with a strong background in Excel and financial...

  • Client Services Specialist

    1 month ago

    Pennington, United States BCforward Full time

    BCforward is currently seeking a highly motivated Client Services Specialist opportunity in Pennington, NJ! Position Title: Client Services Specialist Location: Pennington, NJ Anticipated Start Date: ASAP Please note this is the target date and is subject to the change. BCforward will send official notice ahead of a confirmed start date. Expected Duration:...

  • Pershing X: Associate, Client Service I

    3 weeks ago

    Pennington, United States BNY Mellon Full time

    Overview At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the worlds financial system we touch nearly 20% of the worlds investible assets. Every day around the globe, our 50,000 employees bring the power of their perspective to the table to create solutions with our clients that benefit...

  • Technical Support Specialist

    2 weeks ago

    Pennington, New Jersey, United States Collabera Full time

    Job Title: Technical Support SpecialistWe are seeking a skilled Technical Support Specialist to join our team at Collabera. This role involves providing technical assistance to our clients via phone, ensuring that their technology issues are resolved efficiently and effectively.Key Responsibilities:Provide technical support for MS applications and...

  • Production Services Director

    5 days ago

    Pennington, New Jersey, United States The Bank of America Corporation Full time

    Key Responsibilities:• Oversee the production process to ensure timely and efficient delivery of services.Key Skills:• Strong leadership and management skills to lead a team of production specialists.• Excellent communication and problem-solving skills to resolve production-related issues.About Us:The Bank of America Corporation is a leading financial...

  • Production Services Specialist

    3 weeks ago

    Pennington, United States Bank Of America Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates...

  • Banking Operations Specialist

    2 weeks ago

    Pennington, New Jersey, United States Bucher & Christian Consulting, Inc. dba BCforward Full time

    Job Title: Banking Operations SpecialistBCforward is seeking a highly motivated Banking Operations Specialist to join our team in Pennington, NJ.Job Summary:This role is responsible for providing quality service and effective operations support for internal business partners and external clients. The successful candidate will have a strong background in...

  • Banking Operations Specialist

    2 weeks ago

    Pennington, New Jersey, United States Bucher & Christian Consulting, Inc. dba BCforward Full time

    Job Title: Banking Operations SpecialistBCforward is seeking a highly motivated Banking Operations Specialist to join our team in Pennington, NJ.Job Summary:This role is responsible for providing quality service and effective operations support for internal business partners and external clients. The successful candidate will have a strong background in...

  • IT Security Specialist

    1 week ago

    Pennington, New Jersey, United States Genesis10 Full time

    Job Title: IT Security SpecialistJob Summary:Genesis10 is seeking an IT Security Specialist to join our team. As an IT Security Specialist, you will be responsible for setting up and maintaining the Machine Learning platform on client's internal infrastructure. You will also be involved in research and development efforts to choose the best of breed Client...

  • Universal Banker Trainee

    1 week ago

    Pennington, New Jersey, United States Northfield Bank Full time

    Job SummaryAs a Universal Banker Trainee, you will provide exceptional customer service in the Teller and Customer Service areas, including prompt and accurate transaction processing, with a focus on establishing new customer relationships and retaining and growing existing customer relationships.Key ResponsibilitiesPerform transactions in both Teller and...

  • IT Security Specialist

    1 month ago

    Pennington, United States BCforward Full time

    IT Security SpecialistBCforward is currently seeking a highly motivated IT Security Specialist IV for an opportunity in (Pennington, NJ)Position Title: IT Security Specialist IV Location: ( Pennington, NJ)Anticipated Start Date: ASAPPlease note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start...

  • Administrative Support Specialist

    2 weeks ago

    Pennington, New Jersey, United States LHH Recruitment Solutions Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at LHH Recruitment Solutions. The successful candidate will provide administrative support for Trusteed Individual Retirement Accounts (TIRA) to Specialized Fiduciary Officers and National Trust Services Managers.The ideal candidate will have...

  • Administrative Support Specialist

    1 week ago

    Pennington, New Jersey, United States LHH Recruitment Solutions Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team in the U.S. Trust IRA division. The successful candidate will provide administrative support for Trusteed Individual Retirement Accounts (TIRA) to Specialized Fiduciary Officers and National Trust Services Managers.The ideal candidate will have...

  • Configuration Automation Specialist

    4 weeks ago

    Pennington, New Jersey, United States Genesis10 Full time

    Job Title: Configuration Automation SpecialistGenesis10 is seeking a highly skilled Configuration Automation Specialist to join our team in the financial industry. This is a 12+ month contract position.Responsibilities:Design and implement CI/CD pipelines using Ansible and TerraformDevelop and maintain automation scripts for infrastructure...

  • IT Security Specialist

    1 week ago

    Pennington, New Jersey, United States Genesis Corp dba Genesis10 Full time

    Job Title: IT Security Specialist - Machine Learning ExpertJob Summary:We are seeking an IT Security Specialist with expertise in Machine Learning to join our team at Genesis10. As a key member of our security team, you will be responsible for setting up and maintaining the Machine Learning platform on our client's internal...

  • Network Infrastructure Specialist

    1 week ago

    Pennington, New Jersey, United States LanceSoft Full time

    Job Summary:As a Network Infrastructure Specialist at LanceSoft, you will be responsible for ensuring the smooth operation of our network infrastructure. This includes patching cabling between network equipment and customer networks, installing power cables, and troubleshooting network equipment. You will also be responsible for completing Move, Add Change...

  • Configuration Automation Specialist

    3 weeks ago

    Pennington, New Jersey, United States Genesis10 Full time

    Job Title: Configuration Automation SpecialistGenesis10 is seeking a highly skilled Configuration Automation Specialist to join our team in the financial industry. This is a 12+ month contract position.Responsibilities:Design and implement automation solutions using Ansible and TerraformDevelop and maintain CI/CD pipelines for infrastructure as...

  • IT Security Specialist

    2 weeks ago

    Pennington, United States Genesis Corp dba Genesis10 Full time

    Genesis10 is currently seeking an IT Security Specialist with our client in the financial industry located in Pennington, NJ, Charlotte, NC, and Plano, TX. This is a 12+ month contract position. Responsibilities: Responsible for supporting architectural vision, with various focus in Scalability, Cloud Migration, Application Modernization and domain-driven...

  • IT Security Specialist

    1 week ago

    Pennington, United States Genesis Corp dba Genesis10 Full time

    Genesis10 is currently seeking an IT Security Specialist with our client in the financial industry located in Pennington, NJ. This is a 12+ month contract position. Responsibilities: Responsible for setting up and maintaining the Machine Learning (Client) platform on client's internal infrastructure Involved in research and development efforts to choose...