The Company:
- A prominent Fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.
What You Will Be Doing:
- Supporting critical wire and money-movement activity on a high-urgency operations team during peak end-of-year and tax-season volume. In this hybrid role, you’ll balance inbound phone support with accurate transaction processing—guiding clients through systems navigation, resolving service needs, and partnering cross-functionally to keep work moving with speed and precision. The team handles approximately 60–80 inbound calls per day. Possible (but not guaranteed) conversion to full-time with strong performance.
Role Logistics:
- 6-month contract
- Location: Fort Mill, SC or Tempe, AZ
- Hybrid — onsite Monday–Wednesday
- Training schedule varies by assigned team and time zone (details provided during the interview process)
- Start date: ASAP
- Pay rate: $21–$23/hr
Qualifications:
- Prior relevant experience in financial services operations and/or call-center/phone-based support required (not entry-level)
- Phone-based customer service experience in a professional environment (top priority)
- Ability to work efficiently in a fast-paced, quality-focused setting and manage moderate inbound volume
- Strong written and verbal communication skills
- Self-starter mindset with strong follow-through and accountability
- Preferred: wire processing exposure; AML and/or fraud operations familiarity; LexisNexis and/or OFAC screening systems; strong Excel skills; transfer workflows (initiation, tracking, documentation, reporting); direct processing knowledge
Equal Opportunity Employer:
- Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.