Financial Customer Service Representative -- Retirement Services | $50K + Bonus
4 days ago
Greenville
Job Description 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 Compensation: $50,000 + performance bonus Responsibilities: Key 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 ability to manage multiple priorities simultaneously, • Are looking to build a long-term career—not just a short-term role, • Align with 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 About Company At Big Money Retirement, we don’t just help people retire— we lead them through one of the most pivotal transitions of their lives. Retirement isn’t just about finances; it’s about stepping confidently into a future filled with possibility. That’s why we see ourselves as more than financial advisors—we are trusted guides, strategic partners, and bold leaders who help our clients navigate retirement with clarity and assurance. We don’t sugarcoat the truth or rely on cookie-cutter solutions. Instead, we bring authenticity, expertise, and a deep commitment to ensuring our clients are equipped to make the right decisions for their future.