Financial Services Advisor Support Specialist

Dexian; Saint Paul (MN); On-site; USD 45,000 - 55,000; Full time

Job summary

Dexian in Oakdale, MN is seeking an Advisor Support Representative to handle inbound calls from financial professionals and accurately process service-related forms. The role offers hands-on training, growth opportunities, and exposure to the Financial Services industry.

You will join a team that focuses on quality service, compliance with policies, and collaboration with internal groups to improve delivery. Prior customer service experience and strong communication skills are essential.

Qualifications

• High School Diploma or GED required.
• Minimum 1 year of customer service experience.
• Strong communication, problem-solving, and organizational skills.
• Attention to detail and accuracy.
• Proficiency in Windows, MS Excel, Word, Outlook, and Internet.
• Ability to interpret company policies and procedures.

Responsibilities

• Answer inbound calls from financial professionals in a professional and timely manner
• Respond to inquiries regarding accounts, products, services, and procedures
• Research and resolve issues, escalating complex matters when needed
• Process and verify service forms and requests accurately
• Maintain accurate documentation in internal systems
• Follow company policies, regulatory requirements, and service standards
• Collaborate with internal teams to improve service delivery
• Participate in ongoing training and contribute to a positive team environment

Skills

Customer service

Communication

Problem-solving

Organization

Education

High School Diploma or GED

Bachelor's degree in Business/Finance or related field

Tools

Windows

MS Excel

MS Word

MS Outlook

Internet

Job description

Dexian in Oakdale, MN is seeking an Advisor Support Representative to handle inbound calls from financial professionals and accurately process service-related forms. The role offers hands-on training, growth opportunities, and exposure to the Financial Services industry.

You will join a team that focuses on quality service, compliance with policies, and collaboration with internal groups to improve delivery. Prior customer service experience and strong communication skills are essential.