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Russell Tobin

Customer Service Representative

Russell Tobin, Minneapolis, Minnesota, United States, 55400

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Customer Service Representative – Contract Location:

Saint Paul, MN 55107

Contract Duration:

4+ months with potential extension

Pay:

$22.00‑25.00/hr on W2

Job Summary The role supports fundamental broker‑dealer activities by performing both client‑facing tasks and back‑office operational duties, with a focus on accurate and timely data entry, account maintenance, compliance, and exceptional customer service in an investment client environment.

Responsibilities

Create and maintain accurate transaction records and account data.

Process new account applications and ensure regulatory compliance.

Provide support for client requests such as account maintenance, website navigation, asset transfers, and correspondence.

Collaborate with internal teams to resolve operational issues and improve efficiency.

Act as a resource during client transitions to ensure a smooth experience.

Basic Qualifications

High‑school diploma or equivalent.

Relevant experience in a contact‑center environment.

Commitment to outstanding customer service.

Benefits Eligible employees receive comprehensive healthcare coverage (medical, dental, vision), supplemental insurance (accident, critical illness, hospital indemnity), 401(k) retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto & home insurance, pet insurance, and employee discounts with preferred vendors.

Employment Type Contract

Seniority Level Entry Level

Industry Banking, Investment Banking, and Financial Services

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