Client Service Associate

TEKsystems•Fort Mill, SC

20d•$20 - $21•Hybrid

About The Position

Are you ready to kickstart your career in Financial Services, one of the most dynamic and fast-growing industries? Do you love being part of a team? Are you someone who thrives on solving complex problems and delivering exceptional client experiences? Join our client as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. Our client offers an exciting opportunity for passionate individuals eager to learn, grow, and make a mark in the financial services sector. "We take care of our advisors, so they can take care of their clients." That’s our mission. It permeates everything we do—and is embraced by every employee. What you can expect: Learn & Grow: Immerse yourself in the financial services industry with extensive training and development. Our supportive environment is designed to provide you with the tools and knowledge to excel. Career Advancement: This role is a gateway to a fulfilling career in Financial Services, where continuous learning and career growth are at the forefront, and the opportunity to create value and serve others is endless. Support & Development: From day one, you’ll be part of a vibrant team that values collaboration and innovation, helping you develop skills that will last a lifetime. What You'll Do: As a Financial Service Professional, you’ll play a vital role in providing exceptional service to our advisors and investors. Here’s a glimpse of what your day-to-day will look like: Your journey will begin with a training program, where you will receive extensive training on our clients, systems, and products. Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job practice time. Upon graduation from training, you will be onboarded to a team where together you serve as the first point of contact for our Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions.

Requirements

Bachelor’s degree from an accredited institution or equivalent education and experience.
0-2+ years in a client-facing, service-oriented role, ideally in a team-based environment.
Customer service
Client support
Process analysis

Nice To Haves

Securities Industry Essentials (SIE) is a plus.

Responsibilities

Serve as the first point of contact for our Advisors and their Investors.
Take 25-30 inbound contacts daily.
Handle everything from simple account inquiries to supporting complex financial transactions.