Vaco Hiring for Data Entry/ Customer Service at Saint Cloud, MN Full Time

Data Entry/ Customer Service

Duration: 6 Months

Location: Saint Cloud, Minnesota.

Rate: $19/hr

Description

• Provide quality customer service to internal and external customers
• Provide operational procedures to the advisors to ensure accuracy of the sales process.
• Coding on the investment side ensuring accuracy of data input
• Support new product or program rollouts
• Become a subject matter expert on the Cetera Advisory platforms, including proposal tools, trading tools and performance tools.
• Review documents for accuracy and completeness
• Coding and reconciliation between multiple vendor platforms ensuring accuracy
• Processing requests for trading of accounts, manager updates, and account closures
• Maintain accurate client & account records in our account systems
• Monitor reports to oversee account set up, maintenance, & activity
• Other duties as assigned.

Minimum Qualification

• High School Diploma or GED
• 1+ year in an office environment
• 1+ year of MS Excel
• 1+ year troubleshooting problems and providing issue resolution