Kforce Customer Service Associate in Paramus, New Jersey

Kforce has a client in search of a Customer Service Associate in Paramus, New Jersey (NJ).Summary: Are you truly service oriented? Do you know how to take care of people? We're looking for someone like that who can provide operational and administrative support to financial advisors. You'll:

  • Keep management systems up-to-date with client information

  • Educate clients on account services and capabilities

  • Help with the preparation of reports and other materials for client meetings

  • Collect the right documentation for opening new accounts and service requests

  • Plan team marketing events and maintain marketing materials

  • Provide the team with a detailed calendar of activities

Your team:You'll be working as part of Wealth Management for the client. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

  • High School diploma or equivalent

  • Client service experience

  • Proficient in Microsoft Office suite

  • An excellent communicator, with solid interpersonal skills

  • Detail oriented (nothing gets past you)

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.Compensation Type:Hours