We are seeking full-time, onsite associates to join our team during a temporary assignment designed to support a major brokerage conversion. The primary goal of this role is to field basic client questions related to the transition from one firm to another and help alleviate the anticipated high volume of inquiries directed to our contact center. In this role, you will provide exceptional customer service to Investments clients in a supportive environment. Responsibilities include assisting with account maintenance, website navigation, asset transfers, correspondence questions, and other general requests. You will act as a resource for clients during this conversion period, ensuring a smooth and positive experience. Work Structure: Full-time, onsite at our home office located just across the river from downtown Saint Paul, MN Temporary position focused on supporting client needs during the brokerage conversion Why Join Us: Be part of a high-impact project supporting clients during a significant business transition Gain valuable experience in financial services and client relationship management Work in a collaborative, supportive environment with a team committed to client success Convenient onsite location near downtown Saint Paul Opportunity to expand your skills and build connections within a leading financial institution
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Job Type
Full-time
Career Level
Entry Level
Industry
Administrative and Support Services
Education Level
High school or GED
Number of Employees
1,001-5,000 employees