Client Service Representative

Job Summary

To support a growing financial services firm, the contract-to-hire Client Service Representative will serve as the primary contact for financial advisors and clients, addressing account inquiries and transactions while transitioning to a fully remote role after initial onsite training.

Key responsibilities

• Serve as the first point of contact for advisors and clients via phone, email, and chat
• Assist with account inquiries, transactions, money movement, and account transfers
• Research and resolve issues accurately, documenting interactions and maintaining service quality

Required qualifications

• Experience in financial services, banking, call center, client service, or operations is a plus
• Comfort in a high-volume, fast-paced service environment
• Strong attention to detail and accuracy
• Reliability and a genuine interest in growing with the firm
• Ability to learn new systems and technology quickly