Customer Service Representative (Level III)

Looking for candidates who can start ASAP

• This is an on-site / hybrid role (Selected candidate will be expected to be on-site 100% of the time through training. Once candidate is up to speed and able to be fully functional in role, will move to hybrid with at least 3-days onsite)

Candidate can sit in either Pennington, NJ or Jacksonville, FL

Transaction Management Ops Representative

This position is with the Brokerage Abandoned Property Team, which performs critical and time-sensitive Non-Financial Regulatory Reporting (NFRR) processes including, but not limited to, performing abandoned account identification, handling statutory due diligence mailings and client claims, and completing regulatory escheatment reporting. This role involves contact with clients, branch office personnel and external U.S. state / territory unclaimed property employees with a focused goal of reuniting clients with their assets. The primary responsibility of this position will be to address client inquires and requests via inbound and outbound phone calls. Phone calls may require additional action at point of call including, but not limited to, leaving detailed call notes, updating all applicable systems, performing full verbal verification via LexisNexis, manually sending documents and instructions to clients as needed, and entering requests into the Service Request Portal.

Additional duties include :

Required Skills :

Desired Skills :