Job Details

Client Customer Service Representative (Financial Services)

A large, well-established financial services organization is seeking Client Customer Service Representatives to join a high-volume, phone-based support team. This role supports advisors and internal partners with compensation and billing-related inquiries.

This is a great opportunity for individuals with banking or investment industry experience who enjoy problem-solving and delivering strong customer service in a professional environment.

Key Responsibilities

• Serve as a frontline contact for inbound client and advisor inquiries via phone and email
• Research and resolve compensation and billing questions
• Make outbound calls to partners to investigate commissions and payments
• Document and track cases accurately
• Collaborate with internal teams to ensure timely resolution
• Contribute ideas to improve the client experience

Qualifications

• 1+ year of customer service experience (financial services or banking preferred)
• Strong phone presence and communication skills
• Ability to ask probing questions and think critically
• Driven to find answers while knowing when to escalate
• Emotionally intelligent and socially aware
• Proficiency in Microsoft Office, especially Excel

• Banking or investment experience is a plus

Work Environment

• Hybrid schedule: onsite Monday-Wednesday in Fort Mill
• Collaborative, fast-paced team environment
• Potential for conversion to permanent based on performance and business needs

If you enjoy helping clients, solving problems, and bringing energy to every conversation, this is a strong opportunity to grow within financial services.

Fort Mill, SC (Hybrid)
Contract-to-Hire
$18-22/hour
8:30 AM - 5:00 PM