Financial Services Representative

8 hours ago


Bismarck, North Dakota, United States Alerus Full time
Job Description

The Client Service Center Associate role at Alerus Financial is a remote position, with the primary responsibility of providing exceptional customer service to clients via phone, email, and chat.

This is a dynamic role that requires strong communication and problem-solving skills, as well as the ability to multitask and prioritize tasks effectively.

About the Job

In this position, you will be the single point of contact for clients seeking support on products offered by Alerus.

You will answer incoming calls, emails, and chats, troubleshoot issues, provide solutions, and offer information as needed to resolve client inquiries efficiently.

Key Responsibilities
  • Answer telephone, email, and chat inquiries from clients promptly and courteously, demonstrating respect and patience.
  • Provide professional, accurate, and clear communication to clients, understanding and clearly explaining inquiry and transactional use of 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.
  • Handle exchange of information, technical questions, and client concerns confidently and independently, utilizing Salesforce to document all client interactions.
Requirements

To succeed in this role, you will need:

  • 1+ years of business experience in employee benefits, customer service, or accounting/bookkeeping (preferred)
  • Excellent written/oral communication and organization skills
  • Able 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
Compensation

The estimated salary for this position is $45,000 - $60,000 per year, depending on location and experience.



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