Customer Service Representative

Overview

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Launch Your Career in Financial Services with a Leading Firm!

Position: Client Service / Account Support Representative – Contract

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Schedule: Full-time | 40 hours/week

Are you an early-career professional or recent graduate looking to build experience in a professional, corporate environment? This is a great opportunity to join a well-established financial services organization and develop valuable client service and operations skills.

• Entry-level candidates with 0–1 year of relevant experience
• Strong customer service mindset with excellent communication skills
• Ability to learn quickly in a fast-paced, multi-system environment
• Comfortable handling high-volume calls and multitasking

• High school diploma or GED
• Strong written and verbal communication skills
• Ability to explain complex policies in a clear, simple way
• High learning agility and adaptability to various training formats
• Ability to navigate multiple systems while on live calls
• Strong problem-solving and prioritization skills
• Reliable high-speed internet for remote work

• Exposure to financial services or product-specific environments
• Interest in long-term growth and potential permanent placement
• Desire to pursue FINRA licensing as part of career development

• Serve as the primary point of contact for customers
• Troubleshoot service issues and enter service requests accurately
• Educate clients and advisors on systems, procedures, and self-service tools
• Respond to inquiries across multiple platforms and systems
• Process routine transactions and account service requests
• Manage high-volume inbound and outbound calls
• Document all interactions to ensure accuracy, tracking, and compliance
• Gain hands-on experience in financial services and client support
• Work in a collaborative, professional environment
• Develop transferable skills in communication, problem-solving, and operations
• Opportunity to convert to a permanent role based on performance

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Apply now and take the next step in your financial services career!