Job Description
Client Service Associate
Fort Mill, SC 29715
Pay Rate: $20/hr
Remote - candidates must reside within 50 mile radius of Fort Mill location.
Schedule: Monday - Friday, shifts range between 8am-8pm EST
Anticipated Start Date: 8/4
Job Description:
+ Complete a structured training program covering financial services concepts, systems, products, and client processes
+ Serve as a first point of contact for financial advisors and their clients (investors)
+ Handle a high volume of inbound calls (approximately 25–30 per day), with volume increasing as proficiency improves
+ Respond to account-related inquiries, including balances, transactions, and general account servicing questions
+ Assist with processing and supporting financial transactions, including more complex requests as experience grows
+ Provide accurate, timely, and professional customer service to advisors and clients
+ Troubleshoot issues, research a...
Fort Mill, SC 29715
Pay Rate: $20/hr
Remote - candidates must reside within 50 mile radius of Fort Mill location.
Schedule: Monday - Friday, shifts range between 8am-8pm EST
Anticipated Start Date: 8/4
Job Description:
+ Complete a structured training program covering financial services concepts, systems, products, and client processes
+ Serve as a first point of contact for financial advisors and their clients (investors)
+ Handle a high volume of inbound calls (approximately 25–30 per day), with volume increasing as proficiency improves
+ Respond to account-related inquiries, including balances, transactions, and general account servicing questions
+ Assist with processing and supporting financial transactions, including more complex requests as experience grows
+ Provide accurate, timely, and professional customer service to advisors and clients
+ Troubleshoot issues, research a...
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