Customer Service Representative/ Financial Advisor Trainee

Job Title: Financial Advisor Trainee / Wealth Management Associate/ Investment Representative

Duration: 3 months Contract to hire

Location: Charlotte, NC, Onsite

Job Description:

Position Overview

We are seeking motivated and customer-focused individuals to join a leading financial services organization as a Customer Service Associate Trainee. This opportunity includes a structured classroom training program designed to prepare candidates for industry licensing examinations and a long-term career in financial services.

Key Responsibilities

• Participate actively in classroom training sessions and study programs
• Provide professional customer service support to clients
• Respond to customer inquiries with empathy, accuracy, and professionalism
• Maintain a positive attitude and represent the organization in a professional manner
• Learn financial services products, systems, and customer support processes
• Follow company policies, procedures, and compliance requirements

Qualifications

• High school diploma or equivalent required
• Strong customer service orientation
• Excellent verbal communication and interpersonal skills
• Positive personality and professional demeanor
• Ability to learn quickly in a structured training environment
• Comfortable working in a fast-paced, customer-facing setting
• Reliable attendance and punctuality are essential

“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”