B2B Financial Services Support Specialist

Dahl Consulting; Saint Cloud (MN); On-site; USD 29,000 - 33,000; Full time

Benefits offered by this job

Benefits package

Job summary

Dahl Consulting is seeking a Financial Services Associate in Saint Cloud, MN for a contract-to-hire role. You will provide phone-based, business-to-business support to financial advisors at banks and credit unions, handling 45 inbound calls daily and guiding clients through account openings and documentation.

Strong customer service, communication, and problem-solving are essential, with comprehensive training provided to help you grow in the financial services industry.

Qualifications

• High school diploma or GED required.
• Strong customer service and interpersonal skills.
• Excellent verbal communication and active listening.
• Ability to communicate professionally over the phone.
• Problem-solving, organizational, and follow-up skills.

Responsibilities

• Provide phone-based, business-to-business support to financial advisors.
• Handle inbound calls with efficient call handling and accuracy.
• Assist professionals with navigating internal systems and forms.
• Support with account opening, documentation, and brokerage operations.
• Document client interactions using a CRM system and meet quality metrics.

Skills

Customer service

Active listening

Verbal communication

Phone-based support

Multitasking

Education

High school diploma or GED

Tools

CRM software

Microsoft Office

Job description

Dahl Consulting is seeking a Financial Services Associate in Saint Cloud, MN for a contract-to-hire role. You will provide phone-based, business-to-business support to financial advisors at banks and credit unions, handling 45 inbound calls daily and guiding clients through account openings and documentation.

Strong customer service, communication, and problem-solving are essential, with comprehensive training provided to help you grow in the financial services industry.