Financial Services Professional

7 days ago


Saint Cloud, Minnesota, United States Dahl Consulting Full time
Company Overview

Dahl Consulting is a leading company in the financial services industry, partnering with organizations to connect them with local employment opportunities.

Estimated Salary:

$19.00 per hour + increase at conversion, based on St. Cloud, MN location and contract duration of 6 months+

Job Description:

The Financial Services Professional will be responsible for delivering excellent service to clients, building and maintaining client loyalty, and creating a referable platform.

Key Responsibilities:
  • Handle complex and escalated issues from financial professionals and customers.
  • Provide support to clients with 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.
Requirements and Qualifications:
  • 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.
Benefits and Opportunities:
  • Potential to convert or extend contract position.
  • Stable work environment with Monday-Friday, 8:30am - 5:00pm schedule.
  • Ongoing training and development opportunities.
  • Equal opportunity employer welcoming candidates of all backgrounds and experiences.


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