Client Service Center Associate

2 weeks ago

Arden Hills, Minnesota, United States Alerus Financial Full time

This is a remote position. Only considering candidates who reside in one of these markets: Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ.

Hours: Monday - Friday 10am - 7pm Central Time and one Saturday per month (8am - 1pm).

Position Summary:
The Client Service Center Associate is responsible for answering a wide range of incoming calls from retirement plan participants, banking clients, and health benefit clients. Client Service Center Associates troubleshoot and address issues, provide support, and offer information as needed to correctly and efficiently respond to caller inquiries. The Client Service Center is intended to be a single point of contact where clients receive support on products offered with Alerus.

Essential Responsibilities:
Job Function 1: Client Service - 70%

  • Answer telephone, email, and chat inquiries from Alerus banking, retirement, and health benefit clients promptly and courteously. Show respect and patience to all clients. Inbound calls will cover a wide range of topics, including retirement plan specific provisions, IRS and DOL regulations surrounding retirement plans, distributions, balance inquiries, disputes, fund transfer requests, health savings account inquiries, and flexible spending account claim status.
  • Provide professional, accurate and clear communication.
  • Understand and clearly communicate inquiry and transactional use of the Alerus websites, mobile apps, and voice response systems.
  • Understand and communicate basic provisions of retirement plan documents, adoption agreements and loan policies to clients and participants.
  • Understand and communicate the regulations for health savings accounts, flexible spending accounts, and health reimbursement arrangements.
  • Handle exchange of information, technical questions, and client concerns confidently and independently.
  • Utilize Salesforce to document all client interaction.
  • Meet performance standards such as quality assurance scores, productivity, and handle ratio. Proactively notify manager if standards will not be met.

Job Function 2: Technical and Professional Development - 20%

  • Actively learn and maintain knowledge of all Alerus products, services, and processes.
  • Maintain up-to-date financial services and internal systems and software (AS400, AdminWeb, Architect and Salesforce) knowledge as it pertains to the job.
  • Attend and participate in department training programs and meetings.
  • Assist in developing and maintaining procedures.
  • Actively participate in courses through Alerus University and internal meetings, along with reading published materials to maintain and enhance professional skills.

Job Function 3: Sales & Referrals - 5%

  • Develop and enhance customer relationships by informing customers of Alerus products and services that meet their needs and encourage a financially fit client.
  • Maintain up-to-date knowledge of the features and benefits of all Alerus products.
  • Develop and maintain a working relationship with employees in all areas of the company as contacts for referring clients.
  • Possess the ability to recognize sales opportunities and refer to sales employees as appropriate.

Job Function 4: Department Support and Teamwork - 5%

  • Complete projects at direction of manager.
  • Foster a positive work environment and support co-workers in achievement of departmental goals.
  • Treat all co-workers with professionalism and respect.
  • Recognize and celebrate individual/team accomplishments.

Position Requirements:
Qualifications:

  • 1+ years business experience in employee benefits, customer service, or accounting/bookkeeping preferred.
  • 1+ years of experience directly related to financial services preferred.
  • Excellent written/oral communication and organization skills required.
  • Ability to prioritize, be self-motivated, and independently manage multiple concurrent tasks and meet deadlines.
  • Basic knowledge of Microsoft Word and Excel.
  • Available to work overtime to cover peak workloads and meet other business needs.
  • Proven ability to adapt to a fast paced, changing environment.
  • A high level of commitment to accuracy and detail; strong analytical skills.

Personal Characteristics:

  • Demonstrated relational skills such as diplomacy, judgment, decision making and discretion.
  • Demonstrated critical thinking abilities.
  • Initiative, creativity and energetic active engagement in all work responsibilities.
  • Established communication and organizational skills.
  • Demonstrated professional business skills and demeanor.
  • Demonstrated ability to identify and problem solve complex situations.

Physical Demands - Must be met with or without a reasonable accommodation:

  • Extended periods of time sitting at a desk and using office equipment.
  • Ability to operate a personal computer for approximately 8 hours per day.
  • Extended time is spent reviewing documents, both actual papers or electronic.
  • Vision abilities required by this job include close vision.
  • The employee is occasionally required to stand, walk, reach with arms and hands, and to stoop, kneel, or crouch.
  • Periodically, may also do light lifting of supplies and materials which weighs in at approximately 10 lbs.
  • Will spend most of time in an indoor environment.

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.



Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)

  • Client Relationship Manager

    3 weeks ago

    Arden Hills, Minnesota, United States Alerus Financial Full time

    Position Summary:The Client Relationship Manager (CRM) is responsible for cultivating and maintaining relationships with assigned health and welfare plan clients to achieve or exceed client service and retention standards. This role will manage a portfolio of clients by advising best practices to operate the plan to ensure compliance with plan documents and...

  • Cleaner - Janitorial Services - Empleado de limpieza - GENERAL - Part-Time (Minn

    2 weeks ago

    Arden Hills, Minnesota, United States Harvard Maintenance, Inc Full time

    Cleaner - Janitorial Services - Empleado de limpieza - GENERAL - Part-Time (Minneapolis, MN)-14678Job Site LocationUS-MN-Arden HillsRequisition ID ScheduleMonday - Friday 5pm-10pmHire TypePart-TimePosition ObjectiveCompany Overview: The Harvard Companies provide important building services to thousands of clients across the business community. Harvard...

  • Relationship Manager

    2 weeks ago

    Arden Hills, Minnesota, United States Alerus Financial Full time

    Territory for this position will be in Fargo, ND. Out of city/state candidates must be willing to travel to Fargo, ND regularly. Position Summary:This position is responsible for managing existing commercial relationships and developing new opportunities with a primary focus on retirement relationships. Business Advisors deliver comprehensive financial...

  • Cleaner - Janitorial Services (Arden Hills -26912)

    2 weeks ago

    Arden Hills, Minnesota, United States Harvard Maintenance, Inc Full time

    Cleaner - Janitorial Services (Arden Hills Job Site LocationUS-MN-Arden HillsRequisition ID ScheduleMonday - Friday 5:30pm-9:30pmHire TypePart-TimePosition ObjectiveCompany Overview: The Harvard Companies include entities working to serve the business community in the janitorial and protection services areas. Harvard Maintenance and Harvard Protection are...

  • Cleaner - Janitorial Services (Arden Hills - 27180)

    2 hours ago

    Arden Hills, Minnesota, United States Harvard Maintenance, Inc Full time

    Cleaner - Janitorial Services (Arden Hills Job Site LocationUS-MN-Arden HillsRequisition ID ScheduleMonday-Friday 5:30pm-9:30pmHire TypePart-TimePosition ObjectiveCompany Overview: The Harvard Companies include entities working to serve the business community in the janitorial and protection services areas. Harvard Maintenance and Harvard Protection are two...

  • Logistics Planner

    2 weeks ago

    Arden Hills, Minnesota, United States LandOLakes Full time

    As stated in the Land O'Lakes Job Posting policy, all employees who post for an internal opening must inform their current manager at the time they apply. ​Our growth relies on our extraordinary talent. Unlock your greatest potential at Land O'Lakes by continuing to make a difference, driving results and growing your career. Logistics PlannerThe...

  • Retirement Contribution Analyst

    3 weeks ago

    Arden Hills, Minnesota, United States Alerus Financial Full time

    Position Summary:This position is responsible for understanding all aspects of the contribution area; including training of complex employee benefit plan contributions and loan payments, according to documents and internal procedures, under minimal supervision. This person will have strong system and processing knowledge; enabling them to work proactively...

  • Temp Cleaner

    3 weeks ago

    Arden Hills, Minnesota, United States Harvard Maintenance, Inc Full time

    Temp Cleaner - Janitorial Services (Arden Hills Job Site LocationUS-MN-Arden HillsRequisition ID ScheduleMonday - Friday 6am-2:30pmHire TypeTemporaryPosition ObjectiveCompany Overview: The Harvard Companies include entities working to serve the business community in the janitorial and protection services areas. Harvard Maintenance and Harvard Protection are...

  • Client Service Center Associate

    2 weeks ago

    Arden Hills, United States Alerus Financial Full time

    Description This is a remote position. Only considering candidates who reside in one of these markets: Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ.Hours: Monday - Friday 10am - 7pm Central Time and one Saturday per month (8am - 1pm). Position Summary:The Client Service Center Associate is responsible for answering a wide range of incoming...

  • Distribution Center Associate

    2 weeks ago

    Arden Hills, United States Masterson Staffing Solutions Full time

    Job DescriptionJob DescriptionMust have previous experience in a Distribution Center/ Material Handler settingLocation: Arden Hills/Roseville1st Shift $17.50 5a-1p, 7a-3p or 8a-4pQualified individuals must be able to do the following:InventoryPull ReservationsUse Pallet JackScrap PartsUse Excel, Sharepoint, MES, SAP, Qtrack, Word, Outlook or be able to be a...

  • Senior Client Associate

    2 days ago

    BEVERLY HILLS, United States Wells Fargo & Company Full time

    Assist Financial Advisor(s) with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate FA and client requests for account related information and/or Client Associate, Associate, Client Support, Senior, Client Service, Brokerage, Technology, Banking

  • Client Associate/Client Registered Associate

    3 days ago

    Bloomfield Hills, United States Royal Bank of Canada Full time

    Job Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...

  • Client Associate/Client Registered Associate

    3 weeks ago

    Bloomfield Hills, Michigan, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...

  • Client Service Representative

    3 days ago

    Woodland Hills, United States VCA Animal Hospitals, Inc. Full time

    VCA Veterinary Specialists of the Valley is seeking a Client Service Representative to complement our talented team in Woodland Hills, California. We have full-time or part-time positions available, 8 hr shifts, day, evening and/or overnight with the Client Service, Representative, Customer Service, Animal Care, Retail, Client, Associate

  • Client Service Representative

    1 week ago

    Granada Hills, United States VCA Animal Hospitals Full time

    We are seeking a Client Service Representative to join our team. At VCA Chatoak Animal Hospital, we take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously. With every opportunity, we aim to exceed each pet owner’s expectations. We’re looking for a personable yet highly professional...

  • Client Service Representative

    3 days ago

    Granada Hills, United States VCA Animal Hospitals Full time

    We are seeking a Client Service Representative to join our team. At VCA Chatoak Animal Hospital, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking for a personable yet highly professional "service...

  • Client Service Representative

    2 weeks ago

    Granada Hills, United States VCA Animal Hospitals Full time

    We are seeking a Client Service Representative to join our team. At VCA Chatoak Animal Hospital, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet highly professional service...

  • Client Advocate Associate

    3 weeks ago

    Wellesley Hills, United States Deland, Gibson Insurance Associates Inc. Full time

    Job DescriptionJob DescriptionJob Description: Deland, Gibson always seeks to provide industry leading customer service through risk reducing action steps to lower our client’s Total Cost of Risk. Our process then proactively educates and works with clients to build a Risk Reduction and Insurance Program to lower their overall risk. The Client Advocate...

  • Client Advocate Associate

    2 weeks ago

    Wellesley Hills, United States Deland, Gibson Insurance Associates Inc. Full time

    Job DescriptionJob DescriptionDeland, Gibson always seeks to provide industry-leading customer service through risk-reducing action steps to lower our client’s Total Cost of Risk. Our process then proactively educates and works with clients to build a Risk Reduction and Insurance Program to lower their overall risk. The Client Advocate Associate plays a...

  • Client Experience and Hospitality Associate

    3 days ago

    Beverly Hills, United States Ralph Lauren Corporation Full time

    The Hospitality Support Associate ensures that exceptional luxury service standards, product/brand expertise, and hospitality are consistently communicated to all customers through all customer contact points, including in-person and over the telepho Hospitality, Associate, Hospital, Customer Experience, Client, Experience, Business Services

  • Starbucks Associate FT

    3 days ago

    Arden, United States Ingles Markets, Incorporated Full time

    Location: Arden - Store 137: 352 Airport Road Arden NC 28704 Requirements Ideal candidates will possess interpersonal and communication skills that will allow them to provide exceptional customer service while maintaining a high level of productivity, and complying with all safety and sanitation procedures; related experience is a plus. A Day in the...

  • Starbucks Associate PT

    3 days ago

    Arden, United States Ingles Markets, Incorporated Full time

    Location: Arden - Store 130: 301 Long Shoals Road Arden NC 28704 Requirements Ideal candidates will possess interpersonal and communication skills that will allow them to provide exceptional customer service while maintaining a high level of productivity, and complying with all safety and sanitation procedures; related experience is a plus. A Day in the...

  • CLIENT SERVICE REPRESENTATIVE

    3 days ago

    Woodland Hills, CA 91371, USA, United States VCA Animal Hospitals, Inc. Full time

    VCA Veterinary Specialists of the Valley is seeking a Client Service Representative to complement our talented team in Woodland Hills, California. We have full-time or part-time positions available, 8 hr shifts, day, evening and/or overnight with the Client Service, Representative, Customer Service, Animal Care, Retail, Client, Associate

  • Associate Veterinarian

    8 hours ago

    Arden Hills, United States USVTA Full time

    Job Description We are looking for an Associate Veterinarian to join our team! Our diagnostic equipment includes an in-house lab, digital radiography, digital dental radiography, and a brand-new ultrasound machine. We utilize 4 Paws Imaging for our diagnostic ultrasounds and echo cardiograms. We are fully paperless and use AVImark for our electronic medical...

  • Client Service and Boutique Admin Coordinator

    3 weeks ago

    Beverly Hills, United States Richemont Full time

    MAIN PURPOSE Reporting to the IWC Boutique Manager, the Client Service and Boutique Admin Coordinator is responsible for managing the daily boutique operations along with the after-sales of the boutique. The responsibilities include managing all aspects of the day-to-day processes, including key administrative support for transactional activities,...

  • Client Service Representative

    3 days ago

    Granada Hills, United States VCA Animal Hospitals, Inc. Full time

    We are seeking a Client Service Representative to join our team. At VCA Chatoak Animal Hospital, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim Client Service, Representative, Service, Animal Care, Retail, Client

  • Associate Client Advisor, Giorgio Armani Los Angel

    6 days ago

    Beverly Hills, United States Giorgio Armani Corporation Full time

    Associate Client Advisor | Giorgio Armani Los Angeles | Full-Time As an associate with Giorgio Armani Corporation, you will be part of a **diverse team**, who you will work with to **drive sales**, support an excellent **client experience** and ensure the store operates efficiently and effectively. Your ability to combine **entrepreneurial spirit**,...

  • Client Service and Boutique Admin Coordinator

    3 weeks ago

    Beverly Hills, California, United States Richemont Full time

    MAIN PURPOSEReporting to the IWC Boutique Manager, the Client Service and Boutique Admin Coordinator is responsible for managing the daily boutique operations along with the after-sales of the boutique. The responsibilities include managing all aspects of the day-to-day processes, including key administrative support for transactional activities, financial...