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Customer Service Associate

Cedar Rapids, IA

Job Information

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

Posted 09/02/16

Job ID: 20270098
Mactive ID: 31460