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Financial Services Associate

2 months ago

St Cloud, United States Dahl Consulting Full time

Kickstart your new career with this dynamic organization Dahl Consulting is currently partnering with a leading company in the financial services industry. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Financial Services Associate for a contract position Interested? Get more details below

  • Contract Duration: 6-months + potential to convert or extend
  • Worksite Location: St. Cloud, MN
  • Hours: Monday-Friday, 8:30am - 5:00pm
  • Compensation: $19.00 per hour + increase at conversion


Financial Services Associate Job Description

The Financial Services Associate will be responsible for delivering excellent service to our clients. The goal of this role is to build and maintain client loyalty as well as create the world’s most referable platform.


What you will do as the Financial Services Associate:

  • Handle complex and escalated issues from financial professionals and customers
  • Provide support to our clients with the navigation and use of various systems
  • Maintain minimum call handling requirements and quality review scores
  • Utilize CRM tool to accurately record each call
  • Work to assist callers without requiring outside assistance

What you will bring to the Financial Services Associate role:

  • High school diploma or GED
  • 1+ years of call center experience
  • Proficiency in Microsoft Office tools
  • Strong customer service, communication, interpersonal, and problem solving skills
  • Understanding of financial services industry preferred