Client Services Representative

$43k - $48k

Dexian

Oakdale, MN

CALL LEWIS View phone number on click.appcast.io

Operations Processing Specialists - we need ~50 (focusing on Oakdale, Scottsdale, La Vista, Atlanta, and St Pete) – Pay Rate -- $43K-48K
Advisor Support Representatives (Call Center) (BH ID: - we need ~18 (focusing on Oakdale, Scottsdale, and La Vista) – Pay Rate -- $45k-55K

Manager Notes:

Must have wealth management experience or Broker dealer experience (Must be on the resume)
Open to recent grads (Bachelor’s degree in Finance and Business)
Processors will be Process brokerage account documents with a high degree of accuracy and within established service level timelines. Review incoming documentation for completeness, ensuring all required fields, signatures, and supporting materials are present
Call Center support will answer inbound calls from financial professionals in a courteous, professional, and timely manner. Respond to questions regarding accounts, products, services, and procedures

Preferred Requirements:

For new graduates: internship, co-op experience, prior work experience
1 years’ experience of brokerage experience
Completion of the FINRA SIE exam
FINRA Series 7
Experience with Envestnet / Wealth Management Platform
Bachelor’s degree in business, Finance or related field is preferred

Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Client Services Representative in Oakdale, MN vacancy

Client Service Representative
$16.16 - $20.66 per hour
...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates...
Suggested
Hourly pay
Minimum wage
Full time
Temporary work
Part time
Flexible hours
Afternoon shift
Banfield
Saint Paul, MN
4 days ago
Client Service Representative
$17 - $27.5 per hour
Client Service Representative Job LocationsUS-MN-North St Paul Category/FunctionRetail Banking Center Position TypeRegular Full-Time Requisition ID2026-20026 Workplace TypeOn Site Overview Old National Bank has been serving clients and communities since 1834. With over...
Suggested
Full time
Bank staff
Currently hiring
Old National Bank
Saint Paul, MN
16 hours ago
Retail Customer Service Associate
$18.35 - $21.57 per hour
...needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the... ...priority. GENERAL DUTIES AND RESPONSIBILITIES: (This is a representative list of the general duties the position may be asked to...
Suggested
Work at office
Local area
Shift work
FedEx
Maplewood, MN
3 days ago
Retail Customer Service Specialist
$12.5 - $19.5 per hour
At DICK'S Sporting Goods , we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams. We are committed to creating an inclusive ...
Suggested
Hourly pay
Minimum wage
DICK'S SPORTING GOODS INC
Woodbury, MN
4 days ago
Customer Service Representative
$18 per hour
...Job Description Customer Service Representative LoanMax Title Loans 1409 Coulee Rd Hudson, WI 54016 ________________________________________ Pay Range $18 per hour Compensation is based on experience, qualifications, and performance. Bonus opportunities...
Suggested
Hourly pay
Full time
Temporary work
Monday to Friday
LoanMax Title Loans
Hudson, WI
25 days ago
Customer Service Representative
...Job Description LoanMax- Customer Service Representative Are you looking for a stable, full-time position with career potential? If so, you've come to the right place! ***We are currently hiring for our location at 1694 White Bear Ave, Ste 103, Maplewood, MN 55...
Weekly pay
Full time
Currently hiring
Monday to Friday
LoanMax Title Loans
Saint Paul, MN
16 days ago
Ops Processing Specialist - Cashiering
$48k - $52k
Current Employees and Contractors Apply HereOsaic Careers Customer Service Opportunity in Financial Services Operations Cashiering Specialist Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 (#1 preferred location) Atlanta:...
Full time
For contractors
Work experience placement
Work at office
Osaic
Oakdale, MN
1 day ago
Retail Customer Service Team Member PT
$12 - $14.1 per hour
...Store - MSP-WOODBURY, MN Deliver friendly customer service, help customers shop our store, and find what they're looking for. Ensure all customers receive a fast and friendly checkout experience. Complete truck unloading and merchandise duties throughout the store including...
Full time
Part time
Local area
Night shift
Early shift
Michaels Stores
Woodbury, MN
8 hours ago
Sales Associate - Guest Experience Specialist
$16.37 per hour
...their home design dreams to life while delivering world-class service in a low-pressure, gimmick-free atmosphere-just the way Bob's intended... ...Engagement and Active Listening Relationship Building and Client Follow-Up Consultative Selling and Product Knowledge...
Hourly pay
Full time
Part time
Local area
Flexible hours
Afternoon shift
Bob's Discount Furniture
Woodbury, MN
16 hours ago
Retail Sales Consultant - 401k and Tuition Reimbursement
$15.65 - $19.46 per hour
...your commission happens with the power of AT&T’s full suite of products at your fingertips – the latest devices and personalized services that bring friends, families and communities closer together. Let’s talk about what to expect: On the sales floor, you’...
Hourly pay
Temporary work
Local area
Flexible hours
AT&T
Woodbury, MN
1 day ago
Office Clerk | Automotive Office Assistant
Office Clerk | Automotive Office Assistant Join our busy automotive dealership as an Office Clerk ! We’re looking for a dependable, detail-oriented person to help keep our office running smoothly. What You’ll Do: Answer incoming calls and greet customers Stock in vehicles...
Work at office
Performance Dodge Ram of Woodbury
Woodbury, MN
2 days ago
Office & Admin Specialist
$20.76 - $27.53 per hour
...is more than just a job. At the State of Minnesota, employees play a critical role in developing policies, providing essential services, and working to improve the well-being and quality of life for all Minnesotans. The State of Minnesota is committed to equity and...
Hourly pay
Full time
Temporary work
Part time
H1b
Live in
Work at office
Local area
Remote work
Relocation
Monday to Friday
Shift work
Day shift
Minnesota Department of Health
Oakdale, MN
4 days ago
Corporate Office Assistant
$18.76 - $23.45 per hour
...Qualifications Education Associates (preferred) High School (required) Experience 1-2 years of experience in a customer service or administrative support role, preferably in a corporate or healthcare setting. (required) Equal Opportunity Employer...
Hourly pay
Full time
Temporary work
Part time
Work at office
Local area
Monday to Thursday
Summit Orthopedics
Woodbury, MN
2 days ago
Client and Patient Service Representative
$18.77 - $23.46 per hour
...Client and Patient Service Representative At Minnesota Occupational Health (MOH) our mission in treating and managing work injuries is to help injured workers remain mobile, active and productive. Be part of an organization that offers an exciting, dynamic, fast-paced...
Hourly pay
Casual work
Work at office
Local area
Day shift
Weekday work
Minnesota Occupational Health
Saint Paul, MN
4 days ago
Customer Service Representative, Healthy Contributions
$24.04 per hour
..., Waxing the City, and The Bar Method, is seeking a Customer Service Representativeto join its Healthy Contributions team. This is... ..., fast-paced and inspirational culture. The Customer Service Representative will be part of our Customer Support team that will work to support...
Hourly pay
Full time
Work at office
Local area
Remote work
Worldwide
Purpose Brands, LLC
Woodbury, MN
4 days ago
Product Steward Associate
$81.98k - $100.2k
...compensation range for this position is $81,983 - $100,202, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including,...
Full time
H1b
Local area
Relocation package
Flexible hours
3M
Maplewood, MN
2 hours ago
Maintenance Custodian Associate
$18 - $26 per hour
Position Summary... Are you ready to help shape a member's entire shopping experience by giving them a positive first and last impression? We are looking for people who take pride in their work to join our team. As a Maintenance Associate at Sam's Club, you are responsible...
Hourly pay
Minimum wage
Full time
Temporary work
Part time
Shift work
Walmart
Woodbury, MN
3 days ago
Sales Specialist
...to life by offering a range of product options, providing samples, and recommending solutions-including installation and related services. Sales Specialists listen to customer needs, address concerns, and highlight current promotions and financing options. By understanding...
Local area
Home Depot
Maplewood, MN
4 days ago
Solutions Sales Executive
...headquartered in Louisville, KY with strategic locations in India, Canada and the U.S. V-Soft is known as an agile, innovative technology services company holding several awards and distinctions and has a wide variety of partnerships across diverse technology stacks....
Currently hiring
Local area
V-Soft Consulting Group
Oakdale, MN
13 hours ago
Remote Sales Representative
$69k
...advancement into management roles. You will work remotely to serve clients and offer valuable advice and protection to individuals and... ...A strong desire to help others: provide valuable advice and services. Effective Communication Skills: your ability to connect with...
Remote job
Full time
Work from home
Flexible hours
HMG Careers
Maplewood, MN
a month ago
B2B Sales Representative
$100k
...that has over a decade of industry experience. Slice Merchant Services offers innovative payment processing solutions to merchants.... ...to join our most aggressive and lucrative Sales Representative Program ever offered. Demonstrate your passion and sales...
Local area
Slice Merchant Services
Woodbury, MN
1 day ago
Produce Clerk
$13.5 - $16.8 per hour
...Produce Clerk Department: Produce FLSA: Non-Exempt General Function: Provides prompt, efficient and friendly customer service. Handles food in a safe manner and ensures the work area is always clean and neat. Reviews the status and appearance of the merchandise...
Hourly pay
Work experience placement
Hy-Vee
Oakdale, MN
1 day ago
Walser Subaru St. Paul Customer Specialist
$75k - $120k
...family-owned, family-run company, we've grown to 29 dealerships representing 26 brands across Minnesota, Kansas, and Illinois. We lead... ...And your work here matters: a portion of every vehicle sold and serviced supports the Walser Foundation, investing in schools,...
Full time
Local area
Weekend work
Walser
Saint Paul, MN
13 hours ago
Claims Call Centre Representative
$18.56 - $25.48 per hour
...Claims Call Centre Representative Zurich is a leading multi-line insurer that serves its... .... If you are passionate about customer service and want to help people, we want to talk... .... Liaise with internal and external clients to exchange information, clarify facts,...
Hourly pay
Full time
Temporary work
Apprenticeship
Work at office
Local area
Remote work
Work from home
Home office
Visa sponsorship
Shift work
Minnesota Jobs
Saint Paul, MN
4 days ago
Call Center Sales Agent - Stillwater, MN
$15 per hour
...replacement company. Providing a world-class experience for everyone we come in contact with drives our company culture. Signature Service means all homeowners come away from their experience feeling trust, respected, cared for and delighted. Renewal by Andersen is looking...
Hourly pay
Work at office
Remote work
Weekend work
Afternoon shift
Renewal By Andersen
Stillwater, MN
1 day ago
Commercial Excellence Specialist
$164.61k - $201.19k
...compensation range for this position is $164,612 - $201,193, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including,...
Full time
H1b
Relocation
Flexible hours
3M
Maplewood, MN
8 hours ago
Janitorial Crew Member
...affiliate of KBS, the largest privately held provider of facility services in North America. IFS has an immediate full-time opportunity... ...Bargaining Agreement (CBA) . This position is union-represented, and benefits may be provided either by the company or through...
Full time
Local area
Immediate start
Flexible hours
Shift work
Night shift
Kellermeyer Bergensons Services
Woodbury, MN
8 hours ago
Customer Service Associate II
...Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. Join our team today and lets create an inviting shopping experience for our customers. Your Role at Dolla Customer Service, Associate...
Dollar Tree Family Dollar - Dollar Tree, Inc.
Stillwater, MN
5 days ago
Customer Service Representative
...Customer Service Representative Love people and pets? Join our team and be the welcoming face of our luxury pet resort. We're looking... ...environments for pets while providing exceptional experiences for our clients and team members. As a Pet Host, you are the first and...
Full time
Flexible hours
Shift work
Weekend work
PetSuites
Saint Paul, MN
4 days ago
Customer Service Specialist
...Customer Service Specialist Immediate need for a talented Customer Service Specialist with experience in the Banking Industry. This... ...various document related questions for Document Custody Services clients to ensure the quality of the collateral review and compliance...
Contract work
Work experience placement
Work at office
Immediate start
Pyramid Consulting
Saint Paul, MN
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Representative. Be the first to apply!