Client Support Associate

Job Summary

Working remotely on a contract-to-hire basis, the full-time Client Support Associate will assist financial advisors and investors with account inquiries and transactions while managing a high volume of inbound calls in a fast-paced environment.

Key responsibilities

• Assist callers with money movement, new accounts, or account transfers
• Research inquiries, navigate multiple systems, and resolve issues accurately
• Deliver professional service while meeting assigned call and attendance expectations

Required qualifications

• 2+ years of client-facing or service experience; bachelor's degree or equivalent education and experience
• Strong communication, customer service, and computer skills
• Call-center or banking experience preferred, but prior financial-services experience is not required