Financial Services Representative

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

Job Title: Advisor Support Representative

Location: Oakdale, MN 55128

Duration: Full Time

Salary Range : $45000 to $55000 +Annual bonus

Job Summary

Advisor Support team provides support to financial professionals by handling inbound phone inquiries and processing service-related forms and documentation accurately. This role offers hands-on experience, ongoing training, and growth opportunities within the Financial Services industry.

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

Requirements

• High School Diploma or equivalent (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

Preferred Qualifications

• Brokerage or Financial Services experience
• FINRA SIE or Series 7 certification
• Experience with Envestnet / Wealth Management Platform
• Bachelor’s degree in Business, Finance, or related field

Thanks,

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minorityowned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce gamechanging results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status