Customer Service Representative - Financial Services

Location: Lakewood / Toms River, NJ

Schedule: Monday-Friday, 9:00 AM-5:00 PM

Salary: Approximately $60,000 annually

Employment Type: Direct Hire

Benefits: Sick days, vacation days, floating holidays, benefits package

About the Role

Ultimate Staffing is partnering with our client in the Lakewood-Toms River area to hire a Customer Service Representative for their expanding financial services team. We're looking for a polished, knowledgeable candidate with experience in financial institutions and a strong understanding of stocks, securities, and investments.

This role is perfect for someone who thrives in a busy environment, enjoys helping customers, and has strong technical troubleshooting skills.

Key Responsibilities

• Manage a high volume of inbound calls and emails from customers.
• Provide support on financial account inquiries, investment products, and system usage.
• Troubleshoot and resolve customer issues related to the company's software.
• Accurately document all communication and follow internal procedures.
• Work collaboratively with internal teams to ensure top-tier customer service.

Qualifications

• Prior experience in a financial institution, brokerage, or investment-related role is required.
• Familiarity with stocks, securities, and investment concepts.
• Strong communication, problem-solving, and multitasking abilities.
• Ability to excel in a high-volume, fast-paced support environment.
• Technical aptitude and comfort with financial software platforms.

What's in It for You

• Annual salary around $60,000
• Consistent Monday-Friday schedule
• Comprehensive benefits including:
  • Sick days
  • Vacation days
  • Floating holidays
  • Full health benefits
• Join a stable, well-respected organization with a collaborative culture

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.