Account Service Specialist

Now Hiring for Account Service Specialists with a large and growing financial services company!! This will be a hybrid schedule after 3-4 weeks of training!!

Description

These positions are open due to an influx in business, that is creating additional work. We are adding to the current team that is supporting New Business applications for Annuities. This team will help create quality business flows, resolving issues quicker, etc.

This is blend of completing tasks and providing customer service to Financial Advisors who are submitting the applications for Annuity products. Phone work is required, no customer contact but you will be expected to speak with Financial Advisors that will communicate with customers. Most of the communication is through email and a couple of phone calls, if customer/client prefers. Working with Broker Dealers, FMO's, and internal partners.

Typical Day - following standard operating procedures, processing, and accuracy is very important. Number of tasks processed per day would be as much as 50. These easier tasks would require less research, investigative work, etc. When working the more difficult tasks, processing 20 daily would be expected due to the amount of time spent in discovery.

Qualifications

• 2 or 4 year degree fully completed
• AND/OR
• 1+ year of corporate professional experience in banking, insurance, or finance

Shift

Monday-Friday, 8am-5pm

Hybrid Schedule-4 weeks of onsite training and then can work from home 2 days a week after training is completed

Pay

$20-$23/hr (based on experience)

Job Type & Location

This is a Contract position based out of Golden Valley, MN.

Pay and Benefits

The pay range for this position is $20.00 - $23.00/hr.

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre‑tax and Roth post‑tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long‑term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Golden Valley, MN.

Application Deadline

This position is anticipated to close on Jul 23, 2026.

Equal Opportunity Employer

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance

Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI)

We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.