Client Service Consultant

  • location: Minneapolis, MN
  • type: Contract
  • salary: $34 per hour
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job description

Client Service Consultant

job summary:
Are you a financial services professional with brokerage experience? Do you have your Series 7 license? Are you interested in working with a Fortune 25 financial services firm on a long term project?

If you answered yes, this is the role for you!

My client are seeking a candidate with a strong knowledge of compliance and regulations within the brokerage industry. This role will involve electronic communications with clients to resolve any disputes.

location: Minneapolis, Minnesota
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 7 Years
Duties include:

  • Working with existing customers and relationship managers to present product or service information
  • Discuss operating problems and identify opportunities to cross-sell other services
  • Assessing and analyzing account activity, reports, cash flow projections and financial statements for customers to identify irregularities and determine retention resolution
  • Identifying external customer needs and evaluating profitability and risk
Required Qualifications:

  • 2+ years of client service experience within a brokerage firm
  • Strong organizational, multi tasking, and prioritizing skills
  • Ability to work independently
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
  • Microsoft Office (Word, Excel, Outlook, PowerPoint, Access, and Project) skills
  • FINRA Series 7 license preferred
Qualified and interested candidates should email their resume directly to or apply to this posting.

skills: Series 7
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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