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Dahl Consulting6 months ago

Financial Services Associate (28552)

$39,600–$39,600 year

Remote · Saint Cloud, Minnesota, United States or New York City, New York, United States

Type
Contract
Level
Entry Level
Education
High School Or Equivalent
Company size
Unknown

Job Summary

Entry-level Financial Services Associate role focused on customer support in a B2B call center for financial advisors. Requires high school diploma and customer service experience. Compensation at $19.00/hour.

Required Qualifications

  • High School Diploma or GED
  • Minimum 1 year of customer service or call center experience
  • Proficiency in Microsoft Office (Word, Excel, Outlook)
  • Strong phone etiquette and communication skills
  • Ability to multitask in a fast-paced environment

Desired Qualifications

  • Previous experience in a B2B call center or financial services support role
  • Background in hospitality or other customer-facing industries
  • Familiarity with financial services terminology (e.g., IRAs, dividends, stock-related inquiries)
  • Banking experience is a plus
  • Demonstrated ability to build rapport and deliver empathetic service
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$40k – $40k / yr

Financial Services Associate (28552) · Dahl Consulting

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