Financial Services Support Specialist (Remote Options)

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

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.