Duties :

• M-F Onsite @ a Branch (no remote work)
• 8am-430pm
• Supporting 3 Financial Advisors
• Answers phones
• Greets Clients
• Assists with sending out tax forms
• Additional administrative and operational duties will be assigned as they learn the job
• Entry level and eager to learn (ideally someone starting their career is a good fit)
• Must be able to work in a fast paced environment
• Strong possibility for extension or conversion to a permanent full-time employee
• Professional demeanor and professional attire

Customer Service Specialist, under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service.

Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility.

Routine contact with internal and external customers is required to obtain, clarify or provide facts and information. Answers calls and questions from Financial Advisors (FA's) and Sales Assistants (SA's) related to account opening and maintenance.

Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti-Money Laundering and Know Your Client.

Reviews standard issues, analyzes and interprets data and determines appropriate corrective action. Processes various basic department related reports and contacts FA's and SA's to resolve account issues.

Supports and complies with established policies and procedures. May recommend suggestions to improve workflows, policies, and procedures.

Contributes to department projects, documentation, general analysis and testing as needed. Reviews daily tasks for accuracy and completeness.

Skills :

• Willingness to go above and beyond for customers
• Proactive problem solving skills
• Ability to maintain a professional demeanor at all times
• Strong written and verbal communication skills
• Working knowledge of Microsoft Office Suite (Outlook, Word, Excel)

Education : High School Diploma or equivalent required; Bachelor's degree preferred

Required Skills : EXCEL

EXCEL

CORRECTIVE ACTION

MICROSOFT OFFICE

DOCUMENTATION

PROBLEM SOLVING

Additional Skills :

EXCELLENT WRITTEN AND VERBAL COMMUNICATION

CLARIFY

MAINTENANCE

Languages : English

English

of Positions : 1

Location : Duluth, MN

Duluth, MN

East Superior Street

Last updated : 2024-02-28