Preference Personnel

Customer Service Representative

Posted August 11, 2022Consultant: Tyia Patnaude
  • Administrative Position
  • Located in Fargo/Moorhead
  • Temp-to-Hire Position

Preference Employment Solutions is now looking for a Customer Service Representative to join a successful financial services company. Do you have a background in customer service and are now looking to take that next step in your career? If so, this just might be the opportunity for growth that you’ve been waiting for…apply today!

Type: Temp-to-Hire, Full Time
Schedule: Monday-Thursday, 7:30am-4:30pm

Position Overview:

  • Protect, secure, and properly handle all confidential data to guard against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to clients.
  • Provide technical and operational assistance to IRA owners.
  • Interact directly with IRA owners, answering questions and offering guidance regarding IRA accounts as well as the regulations surrounding them.
  • Process IRA service agreements.
  • Input data and verify of all customer information pertaining to the initial application.
  • Process distribution requests correctly and within the service levels defined within partner agreements and operational goals.
  • Scan all data into the optical imaging system.

Characteristics of a Successful Candidate:

  • Bachelor’s degree in business is preferred, however industry related work experience commensurate to the position will be considered
  • Certified IRA Services Professional (CISP) a plus
  • Minimal ERISA knowledge or job specific technical knowledge required.
  • Outstanding communication skills, both written and verbal
  • Effective problem solver and skilled planner/organizer
  • Keen attention to detail
  • Adept at working independently, often with minimal guidance.
  • Foundational computer and software knowledge, especially MS Office suite

How to Apply:

Please contact Tyia Patnaude by emailing your resume to

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 and like us on Facebook.


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.