About Mindlance:
Founded in 1999, Mindlance has been ranked as one of the fastest growing US Staffing firms by SIA for 9 consecutive years. We provide Technology, Engineering, Digital / Creative / Marketing, Clinical Research, Scientific, Finance, Professional and Payroll Management staffing services to Global 1000 companies across the US, Canada and India.
Mindful of the opportunity gap, we provide balanced solutions for employers and job seekers. We empower job seekers with opportunities to advance their careers and enhance their skills while elevating recruitment standards and fostering a more mindful, balanced workplace.
Job Title: Client Service Specialist - Series 7 Licensing Program
Location: (City, State & Zip code): Minneapolis, MN 55415 (onsite)
Duration: 3 months + Contract on W2 (Potential to FTE)
Pay Rate: $/Hr. $19
About the role:
- 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 of the Job:
In this role, you will:
- 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 Client 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 Client 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.
Education/Certification:
Bachelor’s or Associate’s
Pre-Screening Question:
1. Do you have approximately 1 year of experience in banking, financial services, brokerage, or a customer-facing financial-services role?
2. Are you willing and able to participate in 3 months of full-time, onsite training with no planned vacation, personal leave, or extended time off, and commit to completing the Series 7 licensing process?
3. Have you worked in a regulated financial-services environment?
Benefits:
- Health insurance
- 401(k)
- Dental Insurance
- Vision Insurance
- Referral Program
- Travel Allowances
Apply Now
If you’re excited about joining Mindlance as a Client Service Specialist - Series 7 Licensing Program, we’d love to hear from you.
EEO:
“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”
Pay: $18.00 - $19.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Referral program
- Vision insurance
Application Question(s):
1. Do you have approximately 1 year of experience in banking, financial services, brokerage, or a customer-facing financial-services role?
2. Are you willing and able to participate in 3 months of full-time, onsite training with no planned vacation, personal leave, or extended time off, and commit to completing the Series 7 licensing process?
3. Have you worked in a regulated financial-services environment?
Work Location: In person
