Job Description

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. 

What you will do: 

  • Act as a liaison between the registered representatives and their clients while following FINRA guidelines and limitations due to licensing requi...

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