New

Financial Customer Service Representative (Entry Level)

TEKsystems
$20.00 / hr
life insurance, sick time, 401(k), retirement plan

Jun 05, 2026
Are you looking to launch your career in one of the fastest-growing and most dynamic industries? Do you enjoy solving problems, helping others, and working in a collaborative team environment? We are seeking motivated and customer-focused individuals to join our team as Financial Services Professionals. In this role, you will support financial advisors and investors by delivering exceptional service and helping navigate a wide range of account and transaction inquiries. This is an excellent opportunity for individuals eager to gain hands-on experience, build industry knowledge, and grow within financial services. What You'll Do * Serve as a primary point of contact for financial advisors and investors * Handle 25-30 inbound client contacts daily, ranging from basic questions to more complex transaction support * Navigate multiple systems simultaneously to research and resolve client inquiries * Apply critical thinking skills to provide real-time problem resolution * Deliver a high-quality, empathetic customer experience on every interaction * Participate in a comprehensive training program, including hands-on coaching and guided practice * Continuously learn and develop new skills, with potential opportunities to cross-train in additional areas What We're Looking For Core Skills * High empathy and passion for helping others * Strong problem-solving abilities with a proactive, ownership mindset * Excellent attention to detail * Ability to multitask and navigate multiple systems efficiently * Strong verbal and written communication skills * Curiosity and a desire for continuous learning Qualifications * Bachelor's degree or equivalent combination of education and experience preferred OR a few years of financial services experience * 0-2+ years of experience in a customer-facing or service-oriented role * Ability to work in a fast-paced, high-volume environment Nice to Have * Securities Industry Essentials (SIE) certification * Educational knowledge or experience in financial services What You Can Expect * Structured Training Program: Gain exposure to financial products, systems, and processes * Career Growth Potential: Build a foundation for long-term success in financial services * Collaborative Environment: Work alongside a supportive, team-oriented group * Skill Development: Strengthen communication, problem-solving, and client service capabilities Work Environment * 100% remote (must reside in Ft. Mill or Charlotte area) * Initial onboarding includes equipment pickup (in-office day one) * Fast-paced, team-oriented contact center environment * High-volume inbound support (25-30 contacts per day) * Flexible scheduling options: * 4-day workweek (10-hour shifts), or * 5-day workweek (8-hour shifts) * (schedule assigned based on business needs) Why Join * Strong onboarding, training, and development support * Clear pathway to grow within financial services * Exposure to industry tools, systems, and advisor interactions * Opportunity to make a meaningful impact by helping clients achieve financial goals Job Type & LocationThis is a Contract position based out of Fort Mill, SC. Pay and BenefitsThe pay range for this position is $20.00 - $20.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace TypeThis is a hybrid position in Fort Mill,SC. Application DeadlineThis position is anticipated to close on Jun 18, 2026. About TEKsystems We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.