Client Service Representative in Red Bank, NJ

Client Service Representative Job Description

Client service representatives should have experience working with financial instruments and proficiency in Microsoft Office tools and database technology. Candidates must be strong communicators with proven customer service skills. A bachelor’s degree in finance or business is required. Many firms look for candidates with at least one year of experience working in the financial services industry.

Typical client service representative duties include:

Resolving client service issues thoroughly and courteously

Helping clients with deposits and withdrawals, transfers, and other account activity

Informing clients about product availability and attributes

Helping to develop client service systems, policies, and procedures

Coordinating with other customer service divisions to drive client satisfaction

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Salary for Client Service Representative in Red Bank, NJ

67200 - 124800

25th percentile

67200

The candidate is new to the role and building the needed skills, experience and autonomy.

50th percentile

97800

The candidate has the experience to perform core responsibilities without direct supervision and is comfortable with the role’s processes and subject matter.

75th percentile

124800

The candidate delivers value beyond the stated job duties, has advanced qualifications and experience, and is ready for the next career level.

Projected salaries for related positions

Position title

25th percentile

50th percentile

75th percentile

Director of Operations – Financial Services

154800

189900

222900

Manager of Operations – Financial Services

105600

131100

156000

Banking Operations Specialist

48900

73200

103200

Loan Processor

46200

55200

69600

Loan Administrator

39900

46200

55800

Mortgage Underwriter

73200

90300

118200

Mortgage Processor

38700

48600

65700

Trader/Sales Assistant

63000

77400

90300

Performance Analyst

69600

85500

104700

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