Customer Service Representative

Description We are looking for an Customer Service Representative t to join a fast-paced investment advisory team in Minneapolis, Minnesota. This Long-term Contract opportunity is ideal for someone who enjoys helping clients and advisors navigate web-based platforms while delivering clear, responsive service. In this role, you will support users with online tool questions, resolve routine technical issues, and partner with internal teams to ensure a smooth customer experience. The position follows an in-office schedule during training, with a hybrid arrangement available afterward.

Responsibilities:

• Guide clients and advisors on how to use online tools, new digital features, and related procedures so they can complete tasks confidently through self-service channels.
• Respond to questions about platform functionality, company guidelines, and product-related processes while addressing straightforward usability concerns.
• Investigate web-based application issues, determine likely causes, and resolve common problems with accuracy and urgency.
• Escalate advanced technical matters to specialized support teams and remain involved to help drive timely resolution for the customer.
• Monitor internal updates to online tools and communicate potential impacts that may affect support demand or incoming contact volume.
• Build practical knowledge of systems, workflows, and support resources to provide dependable assistance across a range of web-based service needs.
• Manage a high volume of cases at once while maintaining organized follow-up and providing clear status updates to advisors and clients.
• Strengthen personal expertise through hands-on learning, peer collaboration, training, and the consistent use of established support best practices. Requirements
• High school diploma or equivalent required.
• 0-1 year of relevant experience in customer service, technical support, or a related environment.
• Strong customer service skills with the ability to create a positive experience for clients and advisors.
• Clear verbal and written communication skills, including the ability to explain detailed information in simple terms.
• Ability to troubleshoot web-based and desktop-related issues, identify root causes, and support effective resolution.
• Proven capacity to handle multiple priorities in a fast-moving work environment.
• Working familiarity with computer systems, internet applications, and common desktop operating systems such as Windows or Mac OS.

TalentMatch® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .