Data Entry/ Customer Service in St. Cloud, MN at Vaco

Date Posted: 8/5/2022

Job Snapshot

Job Description

Data Entry/ Customer Service

Duration: 5 Months

Location: Saint Cloud, Minnesota.

Rate: $20/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