Client Services Representative

This role supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 4 Financial Professionals. This role will not make sales, maintain a book of business, or offer financial recommendations for clients.  This role offers a rotating office schedule once established in the responsibilities.

This role can be part of the Career Pathing program for future opportunities once licenses (Insurance, Series 6 or 7 & 66) are obtained and the experience level has reached 3 years or longer while in good standing in the current role. We are currently seeking a Client Service Representative to add to our St Cloud, MN office. This role is a hybrid position, 4 days in office.