Shire Veteran Jobs

Job Information

ICONMA, LLC Customer Service Representative in Pennington, New Jersey

Job Description

  • The teammate's daily responsibilities will be to provide call resolution service for digital tools according to established procedures and prescribed processes in support of Wealth Management operations.

  • Teammates are expected to provide quality service and effective operations support for the assigned areas, internal business partners, and clients.

  • Individuals at this level are expected to be able to actively and skillfully conceptualize daily areas of opportunity as well as demonstrate the ability to make informed decisions

  • Navigating through multiple applications and tools to understand processes/policy/procedures and research and resolve issues

  • Establishing strong working relationships and effective partnerships with Client Branch Office partners

  • Consistently meet expectations for performance metrics and quality standards.


  • 1-year relevant work experience.

  • Must be proficient with the Microsoft Office suite of program

    As an equal opportunity employer, ICONMA prides itself on creating an employment environment that supports and encourages the abilities of all persons regardless of race, color, gender, age, sexual orientation, citizenship, or disability.