Client Customer Service Representative; Financial Services

Overview

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.

• 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

• 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.

• 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