Client Service Representative

To support a growing financial services firm, the contract-to-hire Client Service Representative will serve as the primary contact for financial advisors and clients, addressing account inquiries and transactions while transitioning to a fully remote role after initial onsite training. Key responsibilities Serve as the first point of contact for advisors and clients via phone, email, and chat Assist with account inquiries, transactions, money movement, and account transfers Research and resolve issues accurately, documenting interactions and maintaining service quality Required qualifications Experience in financial services, banking, call center, client service, or operations is a plus Comfort in a high-volume, fast-paced service environment Strong attention to detail and accuracy Reliability and a genuine interest in growing with the firm Ability to learn new systems and technology quickly