Financial Services Associate

Title : Financial Services Associate

Location : St. Cloud, MN

Job Type : Contract-to-Hire

Compensation : $21 - $22.50/hr ($23-$24/hr upon conversion to a permanent position)

Industry: Financial Services

About The Role We are seeking a Financial Services Associate on behalf of our client, a leading organization within the financial services industry. In this role, you will provide business-to-business customer support to financial advisors working within banks and credit unions. You will serve as a primary point of contact, helping advisors navigate systems, locate required paperwork, open accounts, answer general account-related questions, and resolve a variety of service needs.

This is a fast-paced, phone-based position where strong customer service, communication, and problem-solving skills are more important than previous financial services experience. You will regularly work with the same financial professionals within an assigned region, allowing you to build relationships and become a trusted resource.

Comprehensive training is provided, making this a great opportunity for someone with a strong customer service background who is interested in building a career in the financial services industry.

Job Description As a Financial Services Associate, you will:

• Provide phone-based, business-to-business support to financial advisors at banks and credit unions.
• Handle approximately 45 inbound calls per day, with calls averaging approximately 5–6 minutes.
• Assist financial professionals with navigating internal systems and platforms.
• Provide support with account opening, required forms and documentation, brokerage operations, advisory accounts, transfers, dividend distributions, and other account-related needs.
• Answer questions related to IRAs, stocks, accounts, and general financial services processes using available resources and procedures.
• Identify inquiries requiring specialized assistance and appropriately transfer calls to departments such as annuities, trading, or other specialized teams.
• Build strong working relationships and rapport with financial professionals within an assigned region.
• Research questions and provide accurate, timely information to callers.
• Handle complex or escalated service issues professionally and efficiently.
• Document client interactions accurately using a Customer Relationship Management (CRM) system.
• Meet established call-handling, quality, and scheduling expectations.
• Work independently to resolve inquiries while collaborating with teammates and other departments when needed.
• Participate in departmental projects and additional assignments as needed.
• Provide process or system-navigation support to others as knowledge and experience grow.
• Participate in approximately six weeks of hands-on training with members of the support center team.

Qualifications Required Qualifications:

• High school diploma or GED.
• Strong customer service and interpersonal skills.
• Excellent verbal communication and active listening skills.
• Ability to communicate professionally and confidently over the phone.
• Strong problem-solving, organizational, and follow-up skills.
• Ability to multitask effectively in a fast-paced environment.
• Strong attention to detail and commitment to providing accurate information.
• Ability to work independently while also contributing effectively within a team environment.
• Adaptability and willingness to learn new systems, processes, and financial services concepts.
• Ability to accept and apply coaching and feedback.
• Professional, courteous, and service-oriented approach when assisting clients.

Preferred Qualifications:

• 1+ year of call center or high-volume phone-based customer service experience.
• 1+ year of experience using Microsoft Office applications.
• Previous banking, financial services, or related industry experience.
• Experience using CRM or customer service software.
• Experience resolving customer concerns or handling escalated inquiries.
• Familiarity with brokerage, investment, banking, or retirement account concepts.

Previous financial services experience is not required. Candidates with backgrounds in call centers, hospitality, restaurants, retail, or other high-volume customer service environments are encouraged to apply.

Benefits Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review the DAHL Benefits Summary: https://www.dahlconsulting.com/benefits-w2fta/.

How To Apply Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps!

Equal Opportunity Statement As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

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