Job Description
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-b...
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-b...