Client Services Representative

3 weeks ago


St Paul, United States Strategic Staffing Solutions Full time

JOB DESCRIPTION Client Services Representative - Wealth Management Shoreview, MN 12+ months - potential to go perm W2 Rate - $23.00/hr Hybrid Schedule - One week onsite / one week remote; Training will be in three tiers Requires onsite interview - in personRequirements: 2 years customer contact in financial services 6 months experience within investment/brokerage/trade/wealth management/trust- STRONGLY PREFERRED This is NOT a call center position - this is providing customer support primarily through case review and email responses Must have strong written and verbal communication Ideal candidates come from the following backgrounds: trade support, underwriting/loan handling specifically with jumbo loans, wealth management complaint/resolution positions What your day is like Primarily focused on written responses and requires candidates who excel in independent work and possess a knack for problem-solving and customer engagement. Written and verbal work with clients (writing responses via email and occasional use of templates) Will be handling investigations into breakdowns in the process, complaints, etc with both internal and external clients You will be able to manage your day independently but able to reach out when support is needed Job ID: JOB-234538 Publish Date: 21 Mar 2024



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