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Financial Services Representative - Call Center

St. Cloud, MN 56301

Job ID: 45757340 Pay Rate: $19-21 / hour Jobs Office: St. Cloud-Clerical

Job Description

Seeking a new job opportunity? Don’t miss this role! Doherty Staffing Solutions is partnering with a leading finance company located in St. Cloud, MN. We are seeking candidates for Financial Service Representative roles. Compensation for these temp-to-hire opportunities is $19.00-$21.00 per hour. Interested? Read below for more information!

What you will do as a Financial Service Representative:
  • Handle complex and escalated issues from financial professionals and customers
  • Provide support to our clients in all aspects of their business, including brokerage operations, advisory accounts, transfers, direct business, etc.
  • Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
  • Maintain minimum call handling requirements and quality review scores while adhering to the assigned work schedule
  • Utilize the CRM (Client Relationship Management) tool to accurately record each call
  • Work independently within the team to assist callers without requiring outside assistance
  • Participate in special projects as assigned
  • Provide training support on the department process and system navigation

What you need to be a Financial Services Representative:
  • High School Diploma or GED
  • 1+ year of previous call center experience
  • 1+ year of proficiency with Microsoft Office tools
  • Excellent problem-solving, organizational, and follow-up skills
  • Strong communication and interpersonal skills

What are you waiting for? Apply today! Click APPLY NOW to complete our mobile-friendly, online application. For questions about the Financial Services Representative position, please contact our St. Cloud office directly at (320) 257-2271.  

We are proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review the Benefits Summary:  https://www.dahlconsulting.com/benefits-w2fta/
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