Client Service Associate- Entry Level Job at Ultimate Staffing, Minnesota

N3h3TTNaY04zd1FJTytpaWJUTkp4Mnh3c0E9PQ==
  • Ultimate Staffing
  • Minnesota

Job Description

Job Duties/Description:

  • Responsible for receiving incoming client phone calls (average 10/day)
  • Handling client service questions and escalating appropriately
  • Handle service calls relating to withdrawals, annuity funds, tax statements and various claims
  • Assist in filling out requested documents and process appropriately
  • Follow service requests from start to finish
  • Scan completed documents and upload to Salesforce
  • Maintain client information in database
  • Assist Financial Advisors with preparation ahead of client meetings

Requirements:

  • Previous experience processing detailed paperwork
  • Experience with Salesforce preferred
  • Strong computer skills
  • Excellent communication skills- verbal and written

Additional Info:

  • Pay range: $19-21/hour
  • Schedule: Monday-Friday 8a-5p
  • Location : 100% Onsite, St Louis Park

All 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.

Job Tags

Local area, Monday to Friday,

Similar Jobs

Cantor Fitzgerald

Summer 2025 FIG Investment Banking Internship Job at Cantor Fitzgerald

 ...Job Title: Summer 2025 FIG Investment Banking Internship Location: New York, NY, In office Firm Overview: Cantor Fitzgerald L.P...  ...to select the appropriate trading comparable and precedents, as well as understanding how to spread a comparable trade, including looking... 

PAM Transport

Cyber Security Specialist Job at PAM Transport

 ...the past 40+ years of being in business, we have become an international company with more than 2,200 trucks and 8,500 trailers. Our...  ...Work independently or as part of a team as needed Develop Cybersecurity Policies and Procedures; provide user awareness training with... 

Continuum Medical Staffing

Pain Management - Physician Opportunity only Job at Continuum Medical Staffing

(Physician/MD qualifications required) Pain Management - Pain Management position available in Texas near San Angelo A Medical Center is assisting a private multi-specialty group in the recruitment of a Pain Management physician to join the medical staff. This will be... 

Brighton Marine

Retail Pharmacy Technician Job at Brighton Marine

 ...Title: Retail Pharmacy Technician Job Type: Full-time, 40 hours per week. Location: Onsite in Brighton, MA FLSA Status:...  ...authorizations, prescription status updates, and scheduling/coordinating deliveries. Respond to non-clinical patient inquiries and refer... 

The H&K Group

Asphalt Tanker Driver Job at The H&K Group

 ...H&K Group, Inc., is currently seeking experienced and motivated Class A CDL drivers with Hazmat and Tanker Endorsement for liquid asphalt to become a part of our team. With opportunities basedthroughout the Greater Philadelphia Region, our CDL drivers satisfy a critical...