Preference Personnel

IRA Customer Service Representative

Posted September 17, 2019Consultant: Jocelyn Hegge
  • Administrative Position
  • Located in Fargo/Moorhead
  • Full Time Position

Preference Employment Solutions is currently looking for individuals with a banking or finance background to fill a customer service position. Taking applications for candidates today!

  • Compensation:  $15.00 - $16.00/hr.
  • Schedule: 8am-5pm, Monday – Friday
  • Type of Position: Temp-to-Hire

Position Overview:

  • Responsible incoming customer and client communication via phone and email
  • Collaborate with other team members to problem solve with clientele questions
  • Perform support functions for IRA Owners
  • Data entry and verification of all customer information
  • Process distribution requests
  • Take initiative to continuously develop skills and industry knowledge to enhance value

Characteristics of a Successful Candidate:

  • Willingness to learn and ask questions
  • Self-motivated to complete tasks
  • Ability to manage multitask and juggle multiple projects
  • Experience with Traditional and Roth IRA
  • Confidentiality with customer information
  • Banking or Finance background preferred

How to Apply:

Please contact Jocelyn Hegge by emailing your resume to Jocelyn@PESfargo.com.


What Preference Employment Solutions Offers You:
We are a local employment company successfully assisting job seekers for over 30 years! Join our network to access a variety of benefits:
  • Preference Employment Solutions is FREE & CONFIDENTIAL for Job Seekers
  • Your information is never shared without your permission
  • Direct Hire, Temp-to-Hire, Temporary and Project Based opportunities to fit your needs
  • Professional, Administrative, Industrial and Healthcare placement specializations
  • Access to the area’s top employers and hiring managers
  • ACA Compliant with health insurance options for qualifying employees
  • Preference Employment Solutions is an equal opportunity employer
For more opportunities, check out our website at www.PreferenceEmploymentSolutions.com and like us on Facebook.

RESUME UPLOAD:

Thank you for submitting your resume for this position. All information received will always remain confidential. We will be in contact with you soon to discuss your interest in this position.