Financial Service Professional

Associate Staffing; Fort Mill (SC); On-site; USD 60,174,000 - 71,635,000; Full time

Job summary

Associate Staffing is hiring for a 12-month contract role in Fort Mill, SC. You will be the trusted first contact for advisors and investors, handling 25–30 inbound interactions daily in a phone-based capacity.

Role requires a Bachelor's degree or equivalent experience, strong communication and problem-solving skills, and the ability to navigate multiple systems while ensuring accuracy and compliance.

Qualifications

• Bachelor's degree or equivalent experience; 0–2+ years in client-facing, service-oriented role.
• High-volume phone-based customer service experience and comfort on calls all day.
• Strong verbal and written communication skills.
• Ownership mindset with problem-solving; able to research and drive resolution.
• Ability to navigate multiple systems/tools simultaneously with accuracy.
• Attention to detail and ability to follow process- and compliance-focused documentation.
• Preferred: financial services exposure; SIE; experience supporting advisors or banking clients.

Responsibilities

• Serve as a trusted first point of contact for advisors and investors; manage 25–30 inbound interactions daily.

Skills

Phone-based service

Communication

Problem solving

Attention to detail

multitasking

Education

Bachelor's degree or equivalent

Tools

CRM systems

Transaction processing tools

Job description

A prominent Fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.

What You Will Be Doing:

• Serving as a trusted first point of contact for advisors and investors, handling 25–30 inbound interactions per day—resolving everything from straightforward account questions to complex transactions. This is a high-impact, phone-based role with structured training, hands‑on coaching, and a clear path to grow your skills across core service areas like Move Money, New Accounts, and Account Transfers.

Role Logistics:

• 12-month contract
• Location: Fort Mill, SC
• Onsite from Day 1 during training; transition to remote after training based on team needs and business requirements
• Shift within an 8:00 AM–8:00 PM ET coverage window, Monday–Friday (assigned by business need; 4x10s or 5x8s options)
• Pay rate: $21–$25/hr, depending on experience

Qualifications:

• Bachelor's degree or equivalent experience; 0–2+ years in a client-facing, service-oriented role (recent graduates welcome)
• High-volume, phone-based customer service experience and comfort being on calls throughout the day
• Strong verbal and written communication skills
• Problem-solving with an ownership mindset (able to research, take initiative, and drive resolution)
• Ability to navigate multiple systems/tools simultaneously while maintaining accuracy
• Strong attention to detail and ability to follow process- and compliance-focused documentation
• Preferred: financial services exposure (education or work experience); SIE exam completed; experience supporting advisors, investors, or banking/financial clients; back-office processing, forms review, or transaction processing; resilience and de-escalation skills

Equal Opportunity Employer:

• Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.