Customer Service Representative

Job Description

Job Description

Transaction Management Operations Representative

Pay Range : $20 – $21 / hr

Location : Jacksonville, FL or Pennington, NJ

Work Arrangement :

Training : Onsite 5 days per week

Post-Training : Hybrid (3 days onsite, 2 days remote)

About the Role

This position supports critical Non-Financial Regulatory Reporting (NFRR) processes, including abandoned account identification, statutory due diligence mailings, client claims, and regulatory escheatment reporting. The goal is to reunite clients with their assets while ensuring compliance with regulatory requirements.

The primary responsibility of this role is handling client inquiries and requests via inbound and outbound phone calls. Calls may involve :

Leaving detailed notes

Updating systems

Performing full verbal verification via LexisNexis

Sending documents and instructions

Entering requests into the Service Request Portal

Key Responsibilities

Answer client calls and email inquiries while managing multiple assignments

Communicate effectively with clients and Branch offices

Adhere to strict phone support schedules

Conduct outreach to reunite clients with assets

Perform account maintenance and document review for accuracy

Required Skills

Experience in document processing

Background in financial services or brokerage

Knowledge of client compliance reporting and regulatory requirements

Strong interpersonal skills with ability to de-escalate situations

Team-oriented mindset in a fast-paced environment

Excellent writing, analytical, and organizational skills

Attention to detail and ability to prioritize tasks

Intermediate proficiency in MS Word, Outlook, and Excel

Desired Skills

Familiarity with abandoned property or escheatment processes

Adaptability in evolving environments

Ability to manage multiple responsibilities effectively

Pay Details : $20.00 to $21.00 per hour

Search managed by : Nicole Russ

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer / Veterans / Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https : / / www- uat.lhh.com / us / en / candidate -privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and / or security clearance requirements, including, as applicable :

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.