Financial Service Professional - Fort Mill

Associate Staffing; Columbia (SC); On-site; USD 29,000 - 34,000; Full time

Job summary

Associate Staffing is recruiting for a 12-month contract role in Fort Mill, SC, onsite from Day 1 with potential remote work later. You will be the primary contact for advisors and investors, handling 25–30 inbound calls daily, resolving inquiries and processing routine transactions with accuracy.

The role includes structured training, hands-on coaching, and a clear path to grow across Move Money, New Accounts, and Account Transfers.

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 and ability to 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

Responsibilities

• Serve as a trusted first point of contact for advisors and investors
• Handle 25–30 inbound interactions per day across core service areas
• Provide information, resolve questions, and process transactions with accuracy
• Support Move Money, New Accounts, and Account Transfers with coaching and training

Skills

Customer service

Communication

Problem-solving

Attention to detail

Multisystem access

Education

Bachelor's degree or equivalent

Tools

CRM systems

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.