Customer Service Associate
Cedar Rapids, IA
Berthel Fisher & Company is a financial services holding company with two subsidiary broker/dealer firms servicing over 550 representatives across the U.S. There is an immediate opening for Full-time Customer Service Associate in our Representative Resources Department. The major responsibilities of the Operations Customer Service Associate include:
* Opening new client accounts
* Processing client paperwork and requests in multiple client data systems
* Transferring assets and/or monies in multiple client data systems
* Assisting Representatives in resolving client issues
Successful candidates will possess exceptional data entry, customer service and relationship building skills, strong communication skills, a keen eye for detail, and possess the ability to multi-task in a fast-paced and high energy environment.
Berthel Fisher offers comprehensive benefits package, including: health, dental, and vision insurance, a 401(k) plan, and the opportunity for career growth. Our office hours are Monday-Thursday 8am-5pm and Friday 8am-4pm.
To apply: please email cover letter, resume, salary requirement, and available hours to firstname.lastname@example.org.