Client Services Representative

Job Title: Client Service Representative

Job Type: W2 – Contract – 3 months with conversion to FTE

Location: Charlotte, NC

Schedule: M – F, 40 hours per week – Onsite

Pay Rate: $ 20.28 / hour

Interviews: March 25th

Start Date: April 13th

This role serves as the first point of contact for clients, advisors, and business partners, providing high-quality customer service in a fast-paced environment. You will assist with service requests, account questions, and basic issue resolution while educating clients and advisors on company systems, processes, and policies.

MUST HAVE: Participate in a company-sponsored training program to prepare for and obtain FINRA SIE, Series 7, and Series 63 licenses.

Key Responsibilities

• Handle a high volume of inbound calls from clients and advisors to assist with account questions, money movement requests, trades, and general service inquiries.
• Research and resolve customer issues, open service cases, and escalate more complex problems when needed.
• Educate clients and advisors on company systems, policies, and self-service tools.
• Process routine service transactions and respond to information requests using internal systems.
• Collaborate with internal teams to resolve outstanding issues and improve the customer experience.

Required Qualifications

• High school diploma or GED
• 0–1 year of relevant experience
• Strong customer service and communication skills
• Ability to explain information clearly and handle multiple priorities in a fast-paced environment
• Ability to pass background and FINRA verification checks

Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.