About this role
Client Service Representative at Fortune Financial. Location: Hopkins, Minnesota, United States. Role: Schedule meetings, Maintain CRM, Process paperwork Requirements: 1+ year in the financial industry or administrative role; associate degree or equivalent; detail oriented; self-motivated; strong client service and communication skills; proficient in Microsoft Office; Series 6/7 and 66 (or 63/65) preferred. Category: Customer Service Seniority: Entry Level Tools: Microsoft Office, CRM software Certifications: series 6 or 7 and 66 (or 63/65) Commitment: Full Time Workplace: Onsite Languages: English