Job Openings

Client Support Associate – IRA

Job ID: BH405966

Category: Customer Service

Specialty: Administrative

New Client! Awarded 4 Service Lines. Need to impress!!

No HS, National Customer Service
*Two Openings*

Client Support Associate – IRA
Local to Saint Cloud, MN 56301
Target pay: $19/hr (flexible)
2 Month Contract

Bill Max ($29.81)


• Complete training on the rules and regulations on Individual Retirement Plans (IRA).
• Provide support to our clients related Individual Retirement Plans.
• Handle complex and escalated issues from representatives and customers.
• Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
• Work independently within the team to assist callers without requiring outside assistance.
• Participate in special projects as assigned.
• Provide training support on department process and system navigation.
What you need to have:
• 1+ year of previous customer service related work
• 1+ years of proficiency with Microsoft Office tools.
• Must have a High School diploma or GED
Really catch our eye with:
• Demonstrate a real passion for providing high level of customer service.
• Demonstrated experience delivering excellent problem resolution, organizational, and follow-up skills
• Top notch communication and interpersonal skills
• A keen eye for detail
• Highly responsive to coaching and training.
• Able to work well independently and within a team environment.
• Show an understanding of the Financial Services Industry and our role in it.
• College degree or equivalent experience
Our top performers share the following traits:
• Adaptable to change in a fast-paced environment.
• Courteous and empathetic to client concerns
• Superior listening skills
• Positive role model to colleagues
• Team player attitude
• Energetic and results-oriented

Background/Onboarding – Yes

  • 7 years, Credit check, Fingerprints

Include in Marketing Note:

  • Birth Month & Day
  • Last 4 of SSN (or last 4 of phone#)
  • No logo MSP resume

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Client Support Associate – IRA
Local to Saint Cloud, MN 56301

2 Month Contract
As a Client Support Associate – IRA at Cetera Financial Institutions, you will be responsible for creating Raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world’s most referable platform.

The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Temp/Contract

Location: Saint Cloud, Minnesota