Wealth Services Associate

Lion Street

Bedminster, NJ, United States
Client inquiry management
Doctor and prescription research
Outbound client calls
This role is a client-centric position that requires the individual to manage and respond to client inquiries via phone, email, and fax

Job Summary

  • This role is a client-centric position that requires the individual to manage and respond to client inquiries via phone, email, and fax.
  • The individual will also be responsible for researching doctors and prescriptions, making outbound calls to clients for appointment confirmations, and verifying necessary information for client and advisor meetings.
  • Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge.

Matching Summary

This role is a client-centric position that requires the individual to manage and respond to client inquiries via phone, email, and fax.

Skills & Requirements

Must-have

  • Client inquiry management
  • Doctor and prescription research
  • Outbound client calls
  • CSR database maintenance
  • Client claims processing
  • Service challenge escalations

Nice-to-have

  • Building positive relationships
  • Collaboration and trust
  • Rewarding and cutting edge environment
  • Hyper-growth company

Key Requirements

  • High School degree or equivalent
  • 2-4 years relevant experience
  • Prior customer service experience
  • Prior administrative experience
  • Microsoft Office suite proficiency
  • Ability to learn proprietary systems

Work Rights

Not specified

Tailored Resume

Cover Letter