Financial Services Call Center Pro – Client Care

Planet Group; Saint Cloud (MN); On-site; USD 28,000 - 30,000; Full time

Job summary

Planet Group is seeking a Financial Services Call Center Representative in Saint Cloud, MN. The role focuses on delivering excellent service to clients, handling brokerage operations, transfers, and system navigation to improve client loyalty.

The position requires at least one year in a call center with proficiency in Microsoft Office, and a High School diploma or GED. It is a 4-month engagement with pay between $20/hr and $22/hr, dependent on experience.

Qualifications

• 1+ year of call center experience.
• 1+ year of proficiency with Microsoft Office tools.
• High School diploma or GED required.
• Adaptable to change in a fast-paced environment.

Responsibilities

• Handle complex and escalated issues from financial professionals and customers.
• Provide support to clients in brokerage operations, advisory accounts, transfers, direct business, etc.
• Provide support to clients with navigation and use of CRM tools and other systems.
• Maintain call handling requirements and quality review scores per schedule.
• Record each call accurately in the CRM tool.
• Work independently within the team to assist callers.
• Participate in special projects as assigned.
• Provide training support on department processes and system navigation.

Skills

Call center experience

Microsoft Office

Education

High School diploma or GED

Tools

CRM software

Job description

Planet Group is seeking a Financial Services Call Center Representative in Saint Cloud, MN. The role focuses on delivering excellent service to clients, handling brokerage operations, transfers, and system navigation to improve client loyalty.

The position requires at least one year in a call center with proficiency in Microsoft Office, and a High School diploma or GED. It is a 4-month engagement with pay between $20/hr and $22/hr, dependent on experience.