Client Services Specialist
A growing financial company in St. Louis Park is seeking a Client Services Specialist to join their team on a temp-to-hire basis! This position will be responsible for responding to and processing customer requests in a timely and accurate manner. If you are looking to grow your career in the financial industry, apply with the Edina Pro Staff office today!
This position offers a Monday through Friday schedule with 8am-5pm hours and a pay rate of $17/hr.
Responsibilities:
??? Answer incoming client calls and return any missed calls
??? Process service requests from clients and agents
??? Process agent allocation letters on a weekly basis
??? Update database with details on all client service contact and requests
??? Follow up on fax and client requests
??? Provide back up to the Administrative Assistant as needed
??? Additional duties as assigned
Qualifications:
??? High School diploma or equivalent
??? Knowledge of tax plans and investment vehicles is helpful
??? Exceptional customer service skills
??? Proficient with Microsoft Office
??? Positive and friendly demeanor
If you are interested in this role, please apply now! To learn more, you can give us a call at and reference ID: .
About Pro Staff
Pro Staff is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact us. Pro Staff is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.
All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.
This position offers a Monday through Friday schedule with 8am-5pm hours and a pay rate of $17/hr.
Responsibilities:
??? Answer incoming client calls and return any missed calls
??? Process service requests from clients and agents
??? Process agent allocation letters on a weekly basis
??? Update database with details on all client service contact and requests
??? Follow up on fax and client requests
??? Provide back up to the Administrative Assistant as needed
??? Additional duties as assigned
Qualifications:
??? High School diploma or equivalent
??? Knowledge of tax plans and investment vehicles is helpful
??? Exceptional customer service skills
??? Proficient with Microsoft Office
??? Positive and friendly demeanor
If you are interested in this role, please apply now! To learn more, you can give us a call at and reference ID: .
About Pro Staff
Pro Staff is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact us. Pro Staff is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.
All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.
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