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Customer Service Representative

Job in Greenville, Greenville County, South Carolina, 29610, USA
Listing for: Big Money Retirement Solutions
Full Time position
Listed on 2026-02-01
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager, HelpDesk/Support, Customer Service Rep, Customer Success Mgr./ CSM
Salary/Wage Range or Industry Benchmark: 50000 USD Yearly USD 50000.00 YEAR
Job Description & How to Apply Below

Overview

The Client Success Associate (CSA) is an integral part of the Blueprint, ensuring that all client success operations run smoothly and efficiently. This role embodies our core values—
intentional, inspirational, disciplined, accountable, results-oriented, and transparent
—by executing tasks delegated by the Success Advisor or Lead Advisor, maintaining operational accuracy, and supporting an exceptional client experience. The CSA ensures that client needs are met promptly, workflows are organized and accurate, and the client experience is seamless from initial contact through follow-up.

Responsibilities
  • Execute tasks delegated by the Success Advisor or Lead Advisor, maintaining operational accuracy and supporting an exceptional client experience.
  • Ensure client needs are met promptly, workflows are organized and accurate, and the client experience is seamless from initial contact through follow-up.
Location & Schedule

This role is 100% in the office, Monday through Friday, 8 am - 5 pm. We are looking for CSAs at our Greenville, Simpsonville, and Charleston, SC locations.

Compensation

Compensation: $50,000

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