Client Support Representative-Financial Services
The Client Support Representative in Financial Services provides exceptional customer service and support to members, plan sponsors, and brokers regarding retirement accounts and 401k policies. This hybrid role involves handling inbound calls, educating customers on financial products, resolving account inquiries, and supporting sales objectives while working in a fast-paced, regulated environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Role overview
Confidential Client is hiring Client Support Representatives to join a Financial Services retirement solutions team. This hybrid, full-time role supports public-sector participants, plan sponsors and brokers—handling account maintenance, benefit questions, and basic retirement-plan inquiries while uncovering routine sales opportunities.
What You’ll Do
- Take inbound calls from retirement-plan participants and plan sponsors regarding account balances, distributions, password resets and related inquiries.
- Provide friendly, accurate service while navigating computer systems and telephony.
- Educate customers on products and services to support sales objectives and routine conversions.
- Review, research and interpret account records and reports to resolve routine errors or correct processing.
- Build rapport and maintain professional relationships with participants, sponsors and investment professionals.
- Escalate complex or compliance-related issues per procedure and support regulatory requirements.
- Participate in training and complete required licensure study (FINRA materials provided by employer).
Schedule & Compensation
- Hourly pay: $18.99 – $19.00 per hour.
- Full-time, 38.75 hours per week (schedules assigned post-training).
- Hours of operation: Monday–Friday 8:00 AM – 11:00 PM; Saturday 9:00 AM – 6:00 PM. Open availability required.
- Paid training: approximately 5 weeks (typical training schedule: Mon–Fri, 9:00 AM – 5:30 PM).
- Hybrid work model: 2 days in-office / 3 days remote (after onboarding).
- Location: Columbus, AR (worksite expectations per hybrid schedule).
- Benefits include medical, dental, vision, 401(k) and additional employer-provided resources (eligibility rules apply).
Preferred Qualifications
- Completed or near-completed bachelor’s degree (Business, Communications, Economics or related preferred).
- 1+ year of customer-facing experience (retail, hospitality, administrative, call center, etc.).
- Strong phone etiquette, active listening and basic computer/typing skills.
- Comfortable learning regulatory and plan-specific rules; ability to follow compliance procedures.
- Interest in building a career in financial services and potential progression within a large organization.
- Series 6 and 63 licenses will eventually be required (employer provides study materials/exam support).
Skills & Attributes
- Active listening and clear telephone communication.
- Call center experience or comfort working in a high-volume phone environment.
- Ability to adapt to change and accept feedback for continuous improvement.
- Attention to detail and sound decision-making when reviewing participant records.
- Customer-service orientation with a professional, engaging demeanor.
What Confidential Client Offers
- Competitive starting pay with potential increases within 6–12 months.
- Employer-sponsored FINRA study materials and exam support.
- Career mobility opportunities within a large, well-established organization after meeting tenure requirements.
- Free parking (where applicable) and a standard benefits package for eligible employees.
Equal Employment & Accommodations
Confidential Client (via Careertakes) is an Equal Opportunity Employer. We prohibit discrimination or harassment of any kind. If you require a reasonable accommodation for the application or interview process, please notify Careertakes so we can coordinate with the hiring team.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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