A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
Advisor Support Representative #1003617 Dexian - 3.6 Saint Paul, MN Job Details Full-time $45,000 - $55,000 a year 1 day ago Qualifications Microsoft Outlook Windows High school diploma or GED Series 7 Bachelor's degree Attention to detail
Full Job Description Job Title:
Advisor Support Representative#1003617
Location:
Oakdale, MN 55128
Duration:
Full Time Salary Range :
$45000 to $55000 +Annual bonus Job Summary Advisor Support team provides support to financial professionals by handling inbound phone inquiries and processing service-related forms and documentation accurately. This role offers hands-on experience, ongoing training, and growth opportunities within the Financial Services industry. Responsibilities Answer inbound calls from financial professionals in a professional and timely manner Respond to inquiries regarding accounts, products, services, and procedures Research and resolve issues, escalating complex matters when needed Process and verify service forms and requests accurately Maintain accurate documentation in internal systems Follow company policies, regulatory requirements, and service standards Collaborate with internal teams to improve service delivery Participate in ongoing training and contribute to a positive team environment Requirements High School Diploma or equivalent (GED) required Minimum 1 year of customer service experience Strong communication, problem-solving, and organizational skills Attention to detail and accuracy Proficiency in Windows, MS Excel, Word, Outlook, and Internet Ability to interpret company policies and procedures Preferred Qualifications Brokerage or Financial Services experience FINRA SIE or Series 7 certification Experience with Envestnet / Wealth Management Platform Bachelor's degree in Business, Finance, or related field #FA Thanks, Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minorityowned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce gamechanging results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions.
Visit https:
//dexian.com/ to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
