Financial Services Representative

1 day ago


Saint Cloud, Minnesota, United States Dahl Consulting Full time
Financial Services Associate Job Opportunity

Dahl Consulting is partnering with a leading company in the financial services industry to fill a contract position for a Financial Services Associate. This role offers a 6-month contract with potential for conversion or extension.

Key Responsibilities:
  • Deliver exceptional service to clients, building and maintaining loyalty
  • Support clients in navigating and utilizing various systems
  • Maintain high call handling requirements and quality review scores
  • Utilize CRM tools to accurately record each call
  • Provide assistance to callers without requiring external support
Requirements:
  • High school diploma or equivalent
  • At least 1 year of call center experience
  • Proficiency in Microsoft Office tools
  • Strong customer service, communication, and problem-solving skills
  • Understanding of the financial services industry (preferred)

This is an excellent opportunity to kickstart your career in the financial services industry. If you are a motivated and customer-focused individual, we encourage you to apply.



  • Saint Cloud, Minnesota, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAre you a self-motivated individual with a passion for helping others achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore a career as a Financial Professional with Prudential Financial.As a Financial Professional,...


  • Saint Cloud, Minnesota, United States Northwestern Mutual Full time

    Job Title: Associate Financial RepresentativeThe Associate Financial Representative plays a vital role in supporting the financial representative in building their practice and client relationships. This individual is responsible for ensuring the continuation of an efficient, effective, and organized office, serving as a liaison between the network office...


  • Saint Cloud, Minnesota, United States Paul J Hanson - State Farm Agent Full time

    {"title": "Financial Services Representative", "content": "Join Our TeamWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Paul J Hanson - State Farm Agent. As a Financial Services Representative, you will be responsible for establishing customer relationships, developing leads, and marketing...


  • Saint Cloud, Minnesota, United States Cetera Financial Group Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Services Representative to join our team at Cetera Financial Group. As a Client Services Representative, you will play a critical role in supporting our Financial Advisors with their day-to-day investment practice, enhancing the customer service level and experience.Key...


  • Saint Cloud, Minnesota, United States Paul J Hanson - State Farm Agent Full time

    Job Title: Financial RepresentativeWe are seeking a highly motivated and customer-focused Financial Representative to join our team at Paul J Hanson - State Farm Agent. As a Financial Representative, you will play a key role in helping our customers achieve their financial goals and protect their assets.Responsibilities:Establish and maintain strong...


  • Saint Cloud, Minnesota, United States Cetera Financial Group Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Services Representative to join our team at Cetera Financial Group. As a key member of our operations team, you will play a critical role in supporting our Financial Advisors and ensuring the delivery of exceptional client service.Key ResponsibilitiesAct as a liaison between Financial...

  • Financial Trader

    3 weeks ago


    Saint Cloud, Minnesota, United States Cetera Financial Group Full time

    About the RoleCetera Financial Group is seeking a skilled Financial Trader to join our team. As a Financial Trader, you will be responsible for executing trade orders for stocks, bonds, mutual funds, and other investment products.Key ResponsibilitiesExecute trade orders for various investment products in a timely and efficient manner.Provide trading services...

  • Financial Trader

    4 weeks ago


    Saint Cloud, Minnesota, United States Cetera Financial Group Full time

    About the RoleCetera Financial Group is seeking a skilled Financial Trader to join our team. As a Financial Trader, you will be responsible for executing trade orders for stocks, bonds, mutual funds, and other investment products.Key ResponsibilitiesExecute trade orders for various investment products in a timely and efficient manner.Provide trading services...

  • Financial Trader

    2 weeks ago


    Saint Cloud, Minnesota, United States Cetera Financial Group Full time

    About the RoleWe are seeking a skilled Financial Trader to join our team at Cetera Financial Group. As a Financial Trader, you will be responsible for executing trade orders for stocks, bonds, mutual funds, and other investment products.Key ResponsibilitiesExecute trade orders for various investment products in a timely and efficient manner.Provide trading...


  • Saint Cloud, Minnesota, United States Cetera Financial Group Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Associate to join our team at Cetera Financial Group. As a key member of our sales team, you will play a critical role in supporting and partnering with our Financial Advisors to deliver exceptional client experiences.Key ResponsibilitiesCollect and analyze client...

  • Financial Trader

    3 weeks ago


    Saint Cloud, Minnesota, United States Cetera Financial Group Full time

    About the RoleWe are seeking a highly skilled and motivated Associate Financial Trader to join our team at Cetera Financial Group. As a key member of our corporate team, you will play a critical role in supporting our operations and ensuring our success.Key ResponsibilitiesComplete various administrative requests from field representatives, including trade...


  • Saint Cloud, Minnesota, United States Dahl Consulting Full time

    Financial Services Associate Job OpportunityDahl Consulting is partnering with a leading company in the financial services industry to fill a contract position for a Financial Services Associate. This role offers a 6-month contract with potential for conversion or extension.Key Responsibilities:Deliver exceptional service to clients, building and maintaining...


  • Saint Cloud, Minnesota, United States Northwestern Mutual Full time

    Associate Financial RepresentativeThe Associate Financial Representative plays a vital role in supporting the financial representative in building their practice and client relationships. This individual serves as a liaison between the network office and home office, as well as the financial representative and clients.Key Responsibilities:Client Service...


  • Saint Cloud, Minnesota, United States Wells Fargo Full time

    Job SummaryWe are seeking a skilled Personal Banker to join our team at Wells Fargo. As a Personal Banker, you will play a critical role in delivering exceptional customer experiences by building relationships and proposing appropriate products and services to help customers succeed financially.Key ResponsibilitiesParticipate in proactive outreach to build...


  • Saint Paul, Minnesota, United States Wings Financial Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Personal Teller to join our team at Wings Financial Credit Union. As a Personal Teller, you will be responsible for providing exceptional member service through multiple channels, processing transactions, and promoting financial products and services.Key ResponsibilitiesDeliver quality member...


  • Saint Cloud, Minnesota, United States Securian Financial Group Full time

    Job OverviewWe are seeking a highly skilled and compassionate Contact Center Senior Representative to join our team at Securian Financial Group. As a key member of our customer service team, you will be responsible for providing exceptional support to our customers, financial professionals, and channel partners through phone, email, and/or chat in an inbound...


  • Saint Cloud, Minnesota, United States Cetera Full time

    Cetera is committed to excellence and continuous improvement. To achieve this, we need individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects...


  • Saint Cloud, Minnesota, United States Securian Financial Group Full time

    Financial Reporting AccountantSecurian Financial Group is seeking a skilled Financial Reporting Accountant to join our Institutional Retirement Solutions (IRS) finance team. As a key member of our team, you will be responsible for preparing and analyzing financial statements, ensuring accuracy and timeliness of accounting transactions, and collaborating with...


  • Saint Cloud, Minnesota, United States Securian Financial Group Full time

    Financial Reporting AccountantAt Securian Financial Group, we're seeking a highly skilled Financial Reporting Accountant to join our Institutional Retirement Solutions (IRS) finance team. As a key member of our team, you'll play a critical role in preparing GAAP and Statutory financial statements, collaborating with internal and external auditors, and...


  • Saint Cloud, Minnesota, United States Securian Financial Group Full time

    Financial Reporting Senior AnalystSecurian Financial Group is seeking a highly skilled Financial Reporting Senior Analyst to join our Institutional Retirement Solutions (IRS) finance team. As a key member of our team, you will play a critical role in designing accounting for new products, preparing financial statements, and ensuring timely and accurate...