Financial Service Professional; Core

Job Title: 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.

This 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

• Initial phone screen with our recruiting team to review your background and the role
• Recorded video interview (Spark Hire) where you will answer a short set of questions on your own time, treat it like a real interview
• Video interview with the client team
• Offer and onboarding
  , including mandatory onsite training before the role transitions to hybrid/remote eligibility

• Work with a leading, growing financial services firm
• Long-term contract with real potential to extend or convert based on performance
• Clear path to build a lasting career
• Supportive training to set you up for success

• Medical, Prescription, Dental & Vision Benefits (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)
• Met Life Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly ePayroll
• Referral Bonus Programs Certification and training opportunities

This is a W2 contract opportunity. We are unable to provide C2C arrangements or visa sponsorship. Applicants must be authorized to work in the US. Estimated Min Rate: $18.00, Estimated Max Rate: $23.00.

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