Financial Services Associate

The Financial Services Associate role is a contract-to-hire position focused on phone-based B2B support for financial advisors serving banks and credit unions. The work includes assisting advisors with account-related processes, answering IRA and stock questions, escalating specialized needs, and accurately recording activity in a CRM.

Key Responsibilities

• Deliver phone-based business-to-business customer support to financial advisors at banks and credit unions.
• Handle approximately 45 inbound calls per day, with average call length of 5–6 minutes.
• Assist financial professionals with navigating internal systems and platforms.
• Support account opening and related documentation, including brokerage operations, advisory accounts, transfers, dividend distributions, and other account-related needs.
• Answer questions regarding IRAs, stocks, accounts, and general financial services processes using available resources and procedures.
• Recognize inquiries that require specialized assistance and transfer calls to appropriate teams, such as annuities, trading, or other specialized departments.
• Develop and maintain strong working relationships with financial professionals within an assigned region.
• Research questions thoroughly and provide accurate, timely responses.
• Handle complex or escalated service issues professionally and efficiently.
• Document customer interactions accurately in a Customer Relationship Management (CRM) system.
• Meet established call-handling, quality, and scheduling expectations.
• Resolve inquiries independently while partnering with teammates and other departments as needed.
• Support departmental projects and additional assignments as required.
• Provide process or system-navigation support to others as knowledge and experience grow.
• Complete approximately six weeks of hands-on training with members of the support center team.

Required Qualifications

• High school diploma or GED.
• Strong customer service and interpersonal skills.
• Excellent verbal communication and active listening.
• Ability to communicate professionally and confidently by phone.
• Strong problem-solving, organizational, and follow-up skills.
• Ability to multitask effectively in a fast-paced environment.
• High attention to detail with a commitment to accurate information.
• Ability to work independently and contribute effectively in a team environment.
• Adaptability and willingness to learn new systems, processes, and financial services concepts.
• Ability to accept and apply coaching and feedback.
• Professional, courteous, and service-oriented approach when assisting clients.

Preferred Qualifications

• 1+ year of call center or high-volume phone-based customer service experience.
• 1+ year of experience using Microsoft Office applications.
• Previous banking, financial services, or related industry experience.
• Experience using CRM or customer service software.
• Experience resolving customer concerns or handling escalated inquiries.
• Familiarity with brokerage, investment, banking, or retirement account concepts.
• Previous financial services experience is not required.

Technology

• Microsoft Office
• Customer Relationship Management (CRM)

Compensation and Location

• Location: St. Cloud, MN (onsite)
• Pay: USD 21–24 per hour
• Job Type: Contract (contract-to-hire)

Benefits

A comprehensive benefits package to eligible employees is available, allowing selection of coverage aligned with family needs (see DAHL Benefits Summary).

How to Apply

Click the apply button to complete the mobile-friendly online application. After review, a recruiter will contact you with next steps.