What are the responsibilities and job description for the Customer Service Representative III position at ICONMA?
Our Client, a Banking company, is looking for a Customer Service Representative III for their Pennington, NJ / Jacksonville, FL / Hybrid location.
Responsibilities :
- This position is with the Client 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.
- Answering client calls and email inquiries while processing various assignments
- Multitasking while communicating with clients and branch offices via phone
- Adhering to strict schedule for phone support.
- Conducting outreach in effort to reunite abandoned clients with their assets
- Performing regular account maintenance, including document review, to ensure accuracy
Requirements :
Why Should You Apply?
As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.
