CSR/ CLIENT SERVICE REPRESENTATIVE

Role: Client Support Specialist - Series 7 Licensing Program Location: Minneapolis, MN 55479 3 months Contract to hire Converts to FTE if applicant clears the exam. Fully Onsite Training 5 days in office Important Note: The client has stated that vacations/leave are not permitted during the training/exam period, so candidates should confirm their availability before proceeding. This is an excellent opportunity for recent graduates with foundational banking experience who are looking to obtain a FINRA Series 7 license and transition into a long-term career with one of the largest bank in the world. Position Overview This role supports Bank’s Brokerage Services business by delivering exceptional service to High Net Worth (HNW), Ultra-High Net Worth (UHNW), and Institutional clients. The associate will serve as a key point of contact for brokerage account-related inquiries and provide timely, accurate, and professional support. Key Responsibilities Handle incoming client inquiries via phone related to brokerage accounts, account servicing, and transaction support. Research and resolve complex client issues independently or in partnership with internal business partners across multiple departments. Execute brokerage transactions and fulfill client service requests in accordance with established policies and regulatory requirements. Identify and uncover outside assets and make referrals to appropriate business units to support client retention, relationship deepening, and growth opportunities. Collaborate closely with Wealth Advisors on trade- and service-related inquiries, including: Managed Accounts Structured Products Account Opening support Salesforce-related questions and servicing requests Maintain a high level of professionalism, accuracy, and confidentiality while supporting affluent and institutional client relationships. Ideal Candidate Profile Strong customer service and problem-solving skills. Ability to communicate effectively with affluent clients, advisors, and internal business partners. Experience in banking, brokerage, wealth management, or financial services operations is preferred. Comfortable working in a fast-paced, client-focused environment with attention to detail and regulatory compliance. Basic Requirements: Recent Bachelor’s degree graduate (required). Approximately 1 year of banking experience, preferably in a customer service, teller, or branch banking environment. Strong communication skills and an interest in building a career in financial services. Training & Licensing Program This position is part of a FINRA Series 7 Licensing Program sponsored by a Top investment bank. Selected candidates will participate in onsite training provided by a Top investment bank. The program includes 3 months of full-time paid training focused on preparing candidates for the FINRA Series 7 exam. Upon successful completion of the training and passing the Series 7 examination, candidates will be eligible for conversion to a full-time employee. Important Attendance Requirement The 3-month training period requires full attendance and participation. Vacation, personal leave, or extended time off is not permitted during the training period. Failure to meet the attendance expectations may result in removal from the program and termination of the assignment, in accordance with Bank’s training and disciplinary guidelines. FINRA SERIES 7 EXAM The Series 7 exam, or General Securities Representative Exam, is a credential required for U.S. stockbrokers and financial professionals. Administered by FINRA, passing it lets individuals buy and sell most securities, including stocks, bonds, options, and mutual funds Question count: 125 multiple-choice questions. Time limit: 3 hours and 45 minutes. Passing score: 72% or higher. Prerequisite: Must pass the Securities Industry Essentials (SIE) exam first