Client Service Center Associate - Banking

Alerus; Excelsior (MN); Remote; USD 10,000 - 60,000; Full time

Job summary

A leading company is seeking a Client Service Center Associate for a remote position. The role involves assisting banking and wealth management clients through various communication channels. Ideal candidates will have strong customer service skills and a background in financial services. Alerus offers competitive pay and comprehensive benefits, fostering a supportive work environment.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k)

Paid Time Off

Development Resources

Qualifications

• At least 1+ years of customer service or accounting/bookkeeping experience preferred.
• Experience in financial services is a plus.

Responsibilities

• Answer inquiries via phone, email, and chat from banking and wealth management clients.
• Educate and troubleshoot client issues, providing support on products and services.
• Develop client relationships by informing clients of relevant products.

Skills

Customer Service

Communication

Organizational Skills

Job description

Client Service Center Associate - Banking

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Job Overview

This is a remote position. Candidates must reside in the Twin Cities area, MN; Grand Forks or Fargo, ND; or Phoenix, AZ. Hours: Monday to Friday, 10am to 7pm Central Time, with one Saturday per month (8am to 1pm).

About Alerus

Alerus is a commercial wealth bank and national retirement provider committed to helping clients achieve their financial goals. We value integrity, collaboration, innovation, and long-term relationships. Recognized as a Top Workplace, we foster a positive and growth-oriented environment.

Role Responsibilities

• Answer inquiries via phone, email, and chat from banking and wealth management clients promptly and courteously.
• Educate and troubleshoot client issues, providing support and information on products and services.
• Maintain up-to-date knowledge of financial products, systems, and internal processes.
• Develop client relationships by informing clients of relevant products and services.
• Support team goals and meet performance standards related to quality and productivity.

Qualifications

• At least 1+ years of customer service or accounting/bookkeeping experience preferred.
• Experience in financial services is a plus.
• Excellent communication and organizational skills.
• Ability to prioritize and manage multiple tasks independently in a fast-paced environment.

Compensation and Benefits

• Pay range: $21.00 - $22.00 per hour.
• Comprehensive benefits including health, dental, vision, life, disability, 401(k), ESOP, paid time off, and development resources.

Work Environment

Primarily office-based, with ergonomic considerations and occasional lifting up to 20 pounds.

Equal Opportunity Statement

Alerus is an equal opportunity employer that values diversity and inclusion in the workplace.