Client Services Associate

Client Service Associate
Fort Mill, SC 29715
Pay Rate: $22-$23/hr
Remote after Orientation- 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

+ Troublesho...

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