Financial Service Professional; Core

Client Service Representative – Financial Services (Contract)

Location: Fort Mill, SC or Tempe, AZ
Pay: $18.00 - $23.00/hr (W2)
Type: 6‑12+ month contract with potential for extension or conversion
Schedule: Onsite training, then fully remote

We are hiring Client Service Representatives to support one of the nation's largest independent financial services firms during a major period of growth. In this role you will be the trusted point of contact for financial advisors and their clients, handling account questions, transactions, and service requests with professionalism, accuracy, and care. This is a fast‑paced, people‑first environment and a genuine foot in the door with a thriving, growing organization.

The position is available in either Fort Mill, SC or Tempe, AZ.

• Serve as a first point of contact for advisors and clients via phone, email, and chat
• Assist with account inquiries, transactions, money movement, account transfers, and new account questions
• Research and resolve issues accurately, using multiple systems and tools
• Document interactions and maintain accuracy across every request
• Deliver a consistently professional, empathetic, and solution‑focused experience

• Strong customer service and communication skills, with patience and professionalism on every interaction
• Comfort in a high‑volume, fast‑paced service environment
• Strong attention to detail and accuracy
• Comfort learning new systems and technology
• Reliability and a genuine interest in growing with the firm
• Experience in financial services, banking, call center, client service, or operations is a plus

• Medical, prescription, dental, and vision coverage (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & disability insurance (for employees working 20+ hours per week)
• 401(k) retirement savings plan (immediate eligibility)
• Employee Assistance Program (EAP)
• Direct deposit & weekly e‑payroll
• Referral bonus programs
• Certification and training opportunities

We are an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identity, or any other protected characteristic.