Financial Services Representative

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 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 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 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. #WorkNow

Doherty Staffing Solutions offers our valued contract employees health coverage through Benefits in a Card (preventative benefit and minimum value plans), along with weekly paychecks, a prepaid Paycard from rapid!, TopLine Federal Credit Union membership eligibility, and opportunities to earn appreciation bonuses through our referral and review programs. Learn more and find helpful links to additional resources at www.doherty.com/job-seekers/employee-benefits.