Financial Services Associate

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

Title: Financial Services Associate | Location: St.Cloud, MN | Job Type: Contract-to-Hire | Compensation: $21 - $22.50/hr ($23-$24/hr upon conversion to a permanent position) | Industry: Financial Services

About the Role

We are seeking a Financial Services Associate on behalf of our client, a leading organization within the financial services industry. In this role, you will provide business-to-business customer support to financial advisors working within banks and credit unions. You will serve as a primary point of contact, helping advisors navigate systems, locate required paperwork, open accounts, answer general account-related questions, and resolve a variety of service needs. This is a fast-paced, phone-based position where strong customer service, communication, and problem-solving skills are more important than previous financial services experience. You will regularly work with the same financial professionals within an assigned region, allowing you to build relationships and become a trusted resource. Comprehensive training is provided, making this a great opportunity for someone with a strong customer service background who is interested in building a career in the financial services industry.

Job Description

• Provide phone-based, business-to-business support to financial advisors at banks and credit unions.
• Handle approximately 45 inbound calls per day, with calls averaging approximately 5-6 minutes.
• Assist financial professionals with navigating internal systems and platforms.
• Provide support with account opening, required forms and documentation, brokerage operations, advisory accounts, transfers, dividend distributions, and other account-related needs.
• Answer questions related to IRAs, stocks, accounts, and general financial services processes using available resources and procedures.
• Identify inquiries requiring specialized assistance and appropriately transfer calls to departments such as annuities, trading, or other specialized teams.
• Build strong working relationships and rapport with financial professionals within an assigned region.
• Research questions and provide accurate, timely information to callers.
• Handle complex or escalated service issues professionally and efficiently.
• Document client interactions accurately using a Customer Relationship Management (CRM) system.
• Meet established call-handling, quality, and scheduling expectations.
• Work independently to resolve inquiries while collaborating with teammates and other departments when needed.
• Participate in departmental projects and additional assignments as needed.
• Provide process or system-navigation support to others as knowledge and experience grow.
• Participate in approximately six weeks of hands-on training with members of the support center team.

Qualifications

• High school diploma or GED.
• Strong customer service and interpersonal skills.
• Excellent verbal communication and active listening skills.
• Ability to communicate professionally and confidently over the phone.
• Strong problem‑solving, organizational, and follow‑up skills.
• Ability to multitask effectively in a fast‑paced environment.
• Strong attention to detail and commitment to providing accurate information.
• Ability to work independently while also contributing effectively within a team environment.
• Adaptability and willingness to learn new systems, processes, and financial services concepts.
• Ability to accept and apply coaching and feedback.
• Professional, courteous, and service‑oriented approach when assisting clients.

Preferred Qualifications

• 1+ year of call center or high-volume phone-based customer service experience.
• 1+ year of experience using Microsoft Office applications.
• Previous banking, financial services, or related industry experience.
• Experience using CRM or customer service software.
• Experience resolving customer concerns or handling escalated inquiries.
• Familiarity with brokerage, investment, banking, or retirement account concepts.
• Previous financial services experience is not required.
• Candidates with backgrounds in call centers, hospitality, restaurants, retail, or other high-volume customer service environments are encouraged to apply.

Benefits

Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review the DAHL Benefits Summary: https://www.dahlconsulting.com/benefits-w2fta/.

Equal Opportunity Statement

As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. We look forward to meeting you!