Job Details

Description

Financial Customer Service Representative - Retirement Services | $50K + Bonus

Build a Career Helping People Secure Their Financial Future

We are seeking a dedicated, service-driven Financial Customer Service Representative (Retirement Services) to join our growing team. If you take pride in accuracy, empathy, and follow-through-and are looking to build a long-term career in financial services-this role offers both purpose and opportunity.

The Financial Customer Service Representative (CSR) plays a key role in supporting clients and financial advisors within a retirement-focused firm committed to exceptional service and long-term relationships. This is not a script-based call center role. It is a professional service position requiring critical thinking, attention to detail, and genuine care for clients navigating important financial decisions. You will work across multiple systems, maintain compliance with retirement regulations, and communicate clearly with clients, advisors, and internal teams.

Position Overview

Position: Financial Customer Service Representative (Retirement Services)

Location: Onsite - Greenville, Simpsonville, Spartanburg, Charleston

Schedule: Full-time, Monday-Friday, 8:00 a.m.-5:00 p.m.

Compensation: $50,000 annually + performance bonus

Why Join Our Team

We believe exceptional client service begins with supporting the people who deliver it. This is a place to build a career-not just hold a job.

You'll benefit from:

• Meaningful work that impacts clients' long-term financial security
• A collaborative, team-oriented culture
• Accessible and supportive leadership
• Opportunities to grow, deepen expertise, and pursue licensing
• Stability within an established and expanding firm
• A professional, respectful, people-focused environment

Responsibilities

Client Support & Communication
• Respond to calls and emails from clients, advisors, and internal teams
• Provide clear, accurate information on retirement accounts and processes
• Communicate timelines, requirements, and next steps with professionalism and empathy

Advisor Support & Client Onboarding
• Partner with financial advisors to support client needs
• Process advisor-submitted requests accurately and efficiently
• Assist with applications, account setup, and documentation
• Proactively follow up on outstanding or time-sensitive items

Account Maintenance & Processing
• Process account updates, beneficiary changes, and service requests
• Handle transfers, rollovers, contributions, and distributions
• Ensure all work is accurate, compliant, and completed on time

Issue Resolution
• Investigate and resolve complex or sensitive inquiries
• Collaborate with internal teams to resolve issues efficiently
• Maintain ownership until full resolution is achieved

Systems & Compliance
• Navigate CRM systems and financial platforms to research and process requests
• Authenticate clients and follow regulatory requirements
• Maintain strict confidentiality and escalate any irregular activity

Client Experience
• Build trust through active listening and clear communication
• Simplify complex processes for clients
• Provide reassurance during challenging situations
• Deliver a consistent, high-quality experience across all interactions

Qualifications

Required Qualifications & Skills:

Experience
• 1-2 years of customer service experience (financial services preferred)
• Experience with retirement or investment accounts is a strong plus
• Strong aptitude and willingness to learn will be considered

Education
• Associate or bachelor's degree in business, finance, or related field preferred

Technical Skills
• Proficiency in Microsoft Office (Excel, Word, Outlook) and Google Workspace
• Experience with CRM systems and financial platforms
• Ability to work across multiple systems efficiently

Core Strengths
• Strong communication and active listening skills
• Detail-oriented and highly organized
• Empathetic, patient, and professional
• Proactive problem solver with adaptability
• Reliable, collaborative, and accountable
• Motivated to build a long-term career

Performance Metrics
• Responsiveness and timeliness
• Client satisfaction (CSAT)
• Accuracy and compliance
• Quality and speed of issue resolution
• Advisor feedback
• Client onboarding accuracy
• Documentation and follow-through
• System proficiency

You'll Thrive Here If You
• Enjoy helping people through complex, high-stakes decisions
• Stay composed and focused under pressure
• Work well in a team environment
• Hold yourself to a high standard of accuracy and accountability
• Have strong organizational skills and the ability to manage multiple priorities simultaneously
• Are looking to build a long-term career-not just a short-term role
• Align with the firm's core values: intentional, inspirational, disciplined, accountable, results-oriented, and transparent

Compensation & Benefits:

Salary: $50,000 annually + performance bonus

Benefits include:
• Health, dental, and vision insurance
• Employer-sponsored retirement plan
• Paid time off and company holidays
• Profit-sharing opportunities
• Professional development and licensing support