Financial Services Call Center Representative
Location: Saint Cloud, Minnesota
Country: United States
Category: Customer Service
Workplace Location: Onsite
Employment Type: Contract
Posted Date: October 6, 2026
Job ID: 652714
Job Description
Financial Services Call Center Representative
Location: Saint Cloud, MN
Duration: 4 months
Pay: $20/hr - $22/hr (DOE)
The Planet Group is seeking a Financial Services Call Center Representative, who will be responsible for creating Raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world's most referable platform.
Duties:
- Handle complex and escalated issues from financial professionals and customers.
- Provide support to our clients in all aspects of their business. This will include brokerage operations, advisory accounts, transfers, direct business, etc.
- Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
- Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
- Utilize the CRM (Client Relationship Management) tool to accurately record each call.
- Work independently within the team to assist callers without requiring outside assistance.
- Participate in special projects as assigned.
- Provide training support on department process and system navigation
Requirements:
- 1+ year of previous call center experience
- 1+ year of proficiency with Microsoft Office tools.
- Must have High School diploma or GED
- Adaptable to change in a fast-paced environment.
- Courteous and empathetic to client concerns
- Superior listening skills
- Positive role model to colleagues
- Team player attitude
- Energetic and results-oriented
- Preferred:
- Demonstrate a real passion for providing high level of customer service.
- Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
- Top notch communication and interpersonal skills
- Keen eye for detail
- Highly responsive to coaching and training.
- Able to work well independently as well as collaborating with team members and other peers/leaders
- Show an understanding of the Financial Services Industry and our role in it.
- Banking experience
EEO Statement
The staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly, never provide banking information during the application process, and always double check the email address of the Recruiter to ensure it’s from an official Planet domain (@theplanetgroup.com or @launchcg.com) - and not a domain with an alternative extension like .net, .org, or .jobs.
The Planet Group and our companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity, and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.
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About The Planet Group
The Planet Group is a global professional services firm delivering strategic staffing and advisory solutions. We operate at the intersection of talent and transformation – connecting the right people with the right opportunities in the areas of technology, engineering, accounting & finance, digital marketing, and manufacturing.
As one of the largest staffing companies in the US, we operate with a global reach and a performance-first mindset. We partner with clients to move fast, stay agile, and drive measurable results – building high-impact teams that fuel transformation and growth.
