Job Search
Financial Services Representative - Call Center
Job Description
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/
Download the Doherty Jobs mobile app! | www.doherty.com/job-seekers/app
Reviews 4 Us. Rewards 4 You! | www.doherty.com/job-seekers/review-us
As an equal-opportunity employer (EOE), Doherty Staffing Solutions welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
Share This Job:
Share This Job:
Are you sure you want to apply for this job?
Please take a moment to verify your personal information and resume are up-to-date before you apply.