TalentBridge · 7 hours ago
Client Customer Service Representative (Financial Services)
Fort Mill, SC
Full-time
Hybrid
Entry Level
$20/hr - $22/hr
1+ years expTalentBridge is a large, well-established financial services organization seeking Client Customer Service Representatives to join their high-volume, phone-based support team. This role involves supporting advisors and internal partners with compensation and billing-related inquiries.
AccountingCareer PlanningConsultingFinanceHuman ResourcesInformation TechnologyRecruitingStaffing Agency
Responsibilities
Serve as a frontline contact for inbound client and advisor inquiries via phone and email
Research and resolve compensation and billing questions
Make outbound calls to partners to investigate commissions and payments
Document and track cases accurately
Collaborate with internal teams to ensure timely resolution
Contribute ideas to improve the client experience
Qualification
Required
1+ year of customer service experience (financial services or banking preferred)
Strong phone presence and communication skills
Ability to ask probing questions and think critically
Driven to find answers while knowing when to escalate
Emotionally intelligent and socially aware
Proficiency in Microsoft Office, especially Excel
Preferred
Banking or investment experience is a plus
Company
TalentBridge
🚀 Connecting Talent. Driving Business Success.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Thomas C. Ioele
Chief Executive Officer
Recent News
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