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Dahl Consulting
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http://www.dahlconsulting.com
http://www.dahlconsulting.com
USD
19.00
HOUR
true
Financial Services Associate
Posted: 10/09/2025
2025-10-09
2025-12-19
Employment Type:
Contract-to-Hire
Category: Business Professional
Job Number: 28552
Pay Rate: 19.00
Job Description
Title: Financial Services Associate
Location: St. Cloud, MN
Job Type: Contract-to-hire
Compensation: $19.00 per hour
Industry: Financial Services
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About the Role
We are hiring a Financial Services Associate to support a leading provider in the financial services industry. This role is ideal for individuals who thrive in a fast-paced, customer-focused environment and are passionate about delivering accurate, helpful support to professionals in the banking and credit union space. This is a long-term temporary position with strong potential for permanent placement, offering excellent career growth and benefits upon hire.
Job Description
As a Financial Services Associate, you will be the first point of contact for financial advisors calling from banks and credit unions. You’ll provide guidance on system navigation, account setup, documentation, and general inquiries related to financial products and services. This is a business-to-business (B2B) call center role focused on building rapport and delivering accurate, timely support.
Key Responsibilities:
Qualifications
Required Qualifications:
Benefits
Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review the DAHL Benefits Summary: https://www.dahlconsulting.com/benefits-w2fta/.
How to Apply
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps! For questions or more information about this role, please call our office at (651) 772-9225.
Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you
#BP.Indeed
Location: St. Cloud, MN
Job Type: Contract-to-hire
Compensation: $19.00 per hour
Industry: Financial Services
---
About the Role
We are hiring a Financial Services Associate to support a leading provider in the financial services industry. This role is ideal for individuals who thrive in a fast-paced, customer-focused environment and are passionate about delivering accurate, helpful support to professionals in the banking and credit union space. This is a long-term temporary position with strong potential for permanent placement, offering excellent career growth and benefits upon hire.
Job Description
As a Financial Services Associate, you will be the first point of contact for financial advisors calling from banks and credit unions. You’ll provide guidance on system navigation, account setup, documentation, and general inquiries related to financial products and services. This is a business-to-business (B2B) call center role focused on building rapport and delivering accurate, timely support.
Key Responsibilities:
- Handle approximately 45 inbound calls daily, averaging 5–6 minutes per call.
- Assist financial advisors with system navigation, account setup, documentation retrieval, dividend redistribution, and general inquiries.
- Transfer approximately 20% of calls to specialized departments (e.g., annuities, trading).
- Build relationships with repeat callers across assigned regions.
- Accurately document interactions using CRM tools.
- Participate in special projects and provide training support as needed.
- Maintain call quality and meet performance metrics.
Qualifications
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.
- 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.
Benefits
Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review the DAHL Benefits Summary: https://www.dahlconsulting.com/benefits-w2fta/.
How to Apply
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps! For questions or more information about this role, please call our office at (651) 772-9225.
Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you
#BP.Indeed