Client Service Associate- Entry Level

Job DutiesDescription: Responsible for receiving incoming client phone calls (average 10day)Handling client service questions and escalating appropriatelyHandle service calls relating to withdrawals, annuity funds, tax statements and various claimsAssist in filling out requested documents and process appropriatelyFollow service requests from start to finishScan completed documents and upload to SalesforceMaintain client information in databaseAssist Financial Advisors with preparation ahead of client meetings Requirements:Previous experience processing detailed paperworkExperience with Salesforce preferredStrong computer skillsExcellent communication skills- verbal and written Additional Info: Pay range: $19-21hour Schedule: Monday-Friday 8a-5pLocation: 100% Onsite, St Louis ParkAll qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Created: 2025-02-22