Customer Service Representative - Financial Services

Job Summary

We are seeking a customer-focused and detail-oriented Customer Service Representative to support financial services clients and deliver an exceptional service experience. The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, and is passionate about delivering outstanding client service.

• Handle inbound calls from Financial Advisors, their assistants, and internal service partners while delivering world-class customer service.
• Support annuity application processing and resolve issues related to annuity purchases, transfers, and corrections.
• Provide accurate and timely information regarding annuity products, policies, procedures, and system functionality.
• Process annuity transactions through the organization's annuity order entry platform.
• Research and resolve inquiries while ensuring a positive customer experience.
• Escalate complex issues as appropriate and collaborate with internal teams to ensure timely resolution.
• Maintain detailed documentation of client interactions, inquiries, and resolutions in accordance with company policies and regulatory requirements.
• Develop and maintain a strong understanding of annuity products and be able to explain key features, benefits, and differences among available offerings.
• Follow established schedules and adhere to customer service center operating hours.
• Partner with internal stakeholders to address escalations and adapt to operational, procedural, and compliance-related changes.
• Contribute to continuous improvement efforts that enhance service quality and operational efficiency.

• 2+ years of customer service experience for a financial services company.
• Strong verbal and written communication skills.
• Excellent problem-solving and analytical abilities.
• Strong attention to detail and organizational skills.
• Ability to work effectively in a fast-paced, deadline-driven environment.
• Proven ability to collaborate and work well within a team.

This is a Contract to Hire position based out of Fort Mill, SC.

The pay range for this position is $24.13 - $24.13/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment.

Benefits are subject to change and may be subject to specific elections, plan, or program terms.

• 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)

This is a hybrid position in Fort Mill,SC.

This position is anticipated to close on Aug 24, 2026.

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

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 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.