Retirement Service Agent
Customer support specialist job in Charleston, SC
Recruitment Incentive: Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive details and eligibility. Be tomorrow's Secret Service.
During the course of their careers, special agents carry out assignments in both investigations and protection and may be assigned to multiple duty stations throughout the U.Conducting criminal investigations pertaining to financial obligations of the United States.
* Planning and implementing security designs for National Special Security Events.
This is no ordinary job, and our special agents are no ordinary individuals. Show us you have the talent and background we need, and we'll show you the rewards that come with being a special agent in the U.Carry and use a firearm. Maintaining firearm proficiency is mandatory.
Be at least age 21 at the time of application and less than age 37 at the time you receive a conditional offer of employment, unless you have previous service in a Federal Civilian Law Enforcement position covered by special law enforcement or firefighter retirement provisions, including early or mandatory retirement. Applicants with veteran's preference must receive a conditional offer of employment prior to reaching age 40 to continue in the application process.
You must obtain a Top Secret Clearance and retain it during your career.
Possess uncorrected visual acuity of no worse than 20/100 binocular, possess corrected visual acuity of 20/20 or better in each eye.
Submit to a drug test prior to your appointment and random drug testing while you occupy the position.
Complete 13 weeks of intensive training at the Federal Law Enforcement Training Center(FLETC) in Glynco, GA and 18 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD.
Sign a mobility agreement stating your willingness to accept assignments anywhere within the United States and overseas.
Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.
By applying, you consent to your information being transmitted by Get It to the Employer, as data controller, through the Employer's data processor SonicJobs.
See United States Secret Service Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
Customer Service Representative
Customer support specialist job in Charleston, SC
Our client has grown consistently since entering the Charleston market 10+ years ago and they are looking to add a new Customer Service Representative to their team on Daniel Island.
You will work alongside other CSRs as part of a team supporting sales while in direct communication with clients in various manufacturing sectors. You'll have the opportunity to learn unique business and industry trends due to the wide range of product applications of your customers.
We are seeking an individual with professional communication skills as you engage with individuals buyers and managers of multi-national companies, as well as small, local businesses. Experience with SAP or a similar ERP/CRM system is required.
In order to provide customer support for these highly specialized industrial products, typical duties include:
• Professional handling of customer communication -- both phone and email.
• Independent handling of incoming customer orders.
• Coordination with all departments regarding orders.
• Immediate and effective handling of customer complaints.
• Active involvement with accounts receivable.
The position offers a base salary with a robust benefits package. It is fully in-office (located on Daniel Island). Schedule can be adjusted between 7am-6pm to avoid heavy traffic times.
Call Center Specialist
Customer support specialist job in North Charleston, SC
Are you a passionate Customer Service Representative who is interested in working for a well-established, progressive company, who is one of the largest players in their industry, has a fantastic commercial corporate culture, great benefits, and a ton of upward mobility? Then look no further!
Our client was founded in the early 1900s with an initial investment of only $70. That small beginning sparked the foundation of one of the largest players in their industry, serving over 155,000 members and over $2 billion in revenue.
We are hiring a Customer Service Representative who is a highly motivated self-starter, who would be willing to join our client via a six-month contract-to-hire engagement. In this role, you will be part of a small team of four analysts who provide customer service, research, and resolve issues related to credit card fraud.
You Will:
Support and adhere to quality practices to ensure that all actions result in a positive member experience.
Responsible for providing superior service during every interaction with both internal employees and external members.
Answer telephone calls related to card inquiries and issues for both internal employees and external members.
Research, resolve, and respond quickly to card inquiries and issues, escalating to the appropriate team member or management when necessary.
Handle debit card disputes related to fraud and non-fraud situations.
Prepare and mail member notifications.
Follow the client's record retention practices and ensure compliance.
Order and maintain department supplies.
Retrieve and distribute interoffice mail.
Ensure all desk procedures/documentation pertaining to duties are accurate/current.
Perform various administrative tasks as requested by management.
Promote and adhere to rules, regulations, policies, procedures, and guidelines pertaining to duties and responsibilities of respective area(s).
Actively participating in internal and external audits as needed.
Actively participate in training activities, coaching sessions, and meetings.
You Have:
A minimum of two years of similar or related experience in a service work environment.
The ability to provide superior member/customer service.
Possess proficient verbal and written communication skills.
The ability to perform duties with accuracy and speed in a high-volume, fast-paced work
environment.
The capability to perform work independently with minimal supervision.
Demonstrated interpersonal skills and the ability to work cooperatively with others.
Possess the ability to maintain confidential information and handle sensitive issues with tact and diplomacy.
Strong problem-solving skills.
Possess proficiency in Microsoft Office applications.
Proficient mathematical skills.
The ability to complete a credit check and post-offer/pre-employment background check & drug test.
Eligibility to work in the U.S. for any employer, as sponsorship is not available for this role.
Catch Talent is a high-touch recruiting agency that delivers end-to-end talent acquisition solutions to growing technology, digital media, and professional services companies. Headquartered in Charleston, SC, Catch brings decades of technical recruiting expertise to both local and national clients and offers a full range of flexible solutions including direct placement hiring, recruitment process outsourcing, contract, and contract-to-hire models. Catch specializes in the full talent attraction lifecycle by sourcing and recruiting qualified candidates who are interview-ready, culturally-aligned, and ready to make an immediate impact - learn how at catchtalent.com.
Catch Talent provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Customer Accounts Advisor
Customer support specialist job in Beaufort, SC
Customer Accounts Advisor The salary range for this role is $12.25 to $13.00 per hour. * This position is also eligible for incentive pay based on performance. Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership. Skills for Success Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron's team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life. The Work Attainment and upkeep of customers' accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments. Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone Sell customers on the benefits of timely lease agreement renewal payments Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals Assist with merchandise returns and guest deliveries as directed by management Clean and certify merchandise in the Quality Assurance Center for all items personally returned Complete and maintain weekly vehicle maintenance sheet and route sheets daily Load, secure and protect product in company vehicle Safely operate company vehicle Assist the Sales Team as needed Any reasonable duties requested by management Requirements United States at least 21 years old with a valid state Driver's License and compliance with the Company's Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18. Must meet DOT requirements to obtain certification in required states (United States) Ability to work schedule of hours varying from 8 am to 9 pm Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly Two years of retail/customer service experience preferred High School diploma or equivalent preferred Excellent interpersonal and communication skills High energy with the ability to effectively perform all functions of the store and multitasking effectively Proper telephone etiquette Uphold the Aaron's Brand and protect company assets Maintain a professional appearance Proficient computer skills Aaron's Total Rewards Our team members are our greatest asset. As an expression of our appreciation, Aaron's is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes: Paid time off, including vacation days, sick days, and holidays Medical, dental and vision insurance 401(k) plan with contribution matching *Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Benefits vary based on FT and PT employment status.
Healthcare Customer Service Representative - CHR
Customer support specialist job in Charleston, SC
Credit Solutions of Lexington, KY is seeking to hire a full-time Customer Service Representative to assist patients in resolving their medical balances so they can focus on the healing process. If you have experience in healthcare billing and finance and want a career where you can actually make a difference, apply today!
Customer Service Representatives enjoy a competitive wage plus benefits! Our benefits include paid time off, holiday pay, company-paid life insurance, a 401k plan, health benefits, vision, and dental benefits. Additionally, we offer flexible schedules, multiple opportunities to participate in and support charitable organizations, and monthly employee activities and recognition.
ABOUT CREDIT SOLUTIONS
Founded in 2003, Credit Solutions provides tailored Extended Business Office (EBO) Solutions as well as a full range of Bad Debt Recovery and Account Resolution service throughout the United States. With a pledge of excellence, we strive to allocate the best resources, giving our talented staff of professionals the best tools in order to achieve the best results for our clientele.
What employees say about Credit Solutions:
"What I've enjoyed most in working at Credit Solutions, aside from the wonderful team I work with, is I am learning to help someone else change or reevaluate their mindset to overcome their own personal and financial obstacles that otherwise may have remained in their way." - Alicia R.
At Credit Solutions, we believe that our employees are our most valuable asset. In fact, we attribute our success as a company on our ability to recruit, hire, and maintain a positive and productive workforce. A happy employee is a productive employee and our benefits reflect how much we care. Additionally, we provide numerous employee appreciation activities and a referral bonus program. Join our dynamic team and find out why our employees voted us the "Best Call Centers to Work For in 2018-2024"!
A DAY IN THE LIFE AS A HEALTHCARE CUSTOMER SERVICE REPRESENTATIVE
As a Healthcare Customer Service Representative, you are the cornerstone of our organization and the first point of contact for our patients. This is why we give our Customer Service Representatives the training needed to help patients navigate the billing process and resolve their outstanding balances. Over the phone, you actively listen to patients and assist them in resolving their medical balances by negotiating and collecting payments.
Your empathetic nature and ability to quickly resolve problems while remaining positive is essential to your success. And, when challenging situations arise, you continue to offer excellent customer service as you resolve their billing issues. The knowledge that you've helped someone in their time of need is truly rewarding and the best part of your job.
QUALIFICATIONS
High school diploma or equivalent
Previous customer service experience
Experience in healthcare billing and finance
Understanding of HIPAA
Ability to learn new software quickly
Do you have a desire to help others and make a difference in the community? Are you a team player? Do you have professional communication skills? Can you provide great customer service over the phone? Are you an empathetic active listener? Do you have a positive can-do attitude? If so, you may be perfect for this position!
WORK SCHEDULE
Our Healthcare Customer Service Representatives enjoy flexibility through three schedule options: M-F 8:00 am - 5:00 pm, 8:30 am - 5:30 pm, and 9:00 am - 6:00 pm.
ARE YOU READY TO JOIN OUR TEAM?
If you have experience in customer service and healthcare billing and finance and feel that you would be right for this position, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Customer Engagement Representative
Customer support specialist job in Ladson, SC
Salary Range: $ 59,000.00 to $ 70,000.00 About SKF: SKF, reducing friction since 1907, re-imagining rotation for a better tomorrow! SKF is an industry-leading manufacturer that has been a cornerstone in industrial life. Wherever there are machines or products in motion, SKF bearings are there to reduce friction. SKF drives the industries that support our way of life, powers the machines that put food on the table, and even helps explore the cosmos.
Sustainability is at the heart of everything we do. SKF is on pace to decarbonize all its production facilities by 2030.
We're guided by our SKF values. Collaboration is critical to the success of our colleagues, partners, and customers. Curiosity and Courage provide a foundation for innovation and advancement. And we do this work out of Care for our people, customers, communities, and the planet.
We're a company committed to a culture of belonging, where all our people are encouraged to be themselves and grow their careers in an equitable environment.
Learn about SKF at ************
Company
SKF Aerospace is the world's leading supplier of a wide assortment of aerospace solutions encompassing bearings, seals, rods, struts, precision elastomeric devices and aero-engine, and gear boxes. SKF Aero Bearing Service Center, located in Ladson SC, is an FAA Repair Station providing world-class inspection / repair services to bearings fitted to the most advanced commercial and military engine programs.
Customer Service Responsibilities
* Process customer orders/changes in system according to established department policies and procedures and provide customer with order acknowledgements.
* Review customer contracts particularly Customer Purchase / Repair Orders compliance and repair requirements.
* Review, process, and record orders and/or inquiries received by mail, telephone, and/or through customer personal contact.
* Work in conjunction Sales to process Request for Quotes (RFQ)
* Interface with customers daily regarding bearing status, order placement/expedite, and/or issues.
* Assist Account Receivables especially in addressing past due invoices.
* Validates orders entered in the system are correct prior to repair and shipping to customer.
* Perform billing and invoicing to customer for daily shipment activity.
* Issues credits for short payments, customer rebate programs.
* Update and distribute weekly status reports to customers.
* Update customer mandated portals / interface.
* Alert appropriate departments of any potential delivery problems,
* Coordinate with internal teams to resolve issues impacting the business.
* Perform other related duties as assigned by management.
* Facilitate the transfer of product through the repair process from receiving through inspection, repair, and shipment.
* Serve as point-of-contact for shipping broker for international customers.
* Additional duties - This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Experience Requirements:
* Minimum of 2 years' experience preferred in customer service in aerospace or other custom manufacturing environment. Experience in Aerospace - Maintenance, Repair & Overhaul (MRO) is a plus.
* Applicant to hold at least an Associate Degree. Additional education or related training is a plus. SKF will consider a combination of education and relevant experience.
* Track record of effectively resolving customer related issues, improving processes, and helping in efficiency
* Proficient in Microsoft Office with concentration in Excel, Word and PowerPoint.
* General comprehension of contracts and terms and conditions
* Ability to work in a team environment and independently.
* Courteous, clear, and professional manner
* Outstanding communication and relationship-building skills
* Excellent computer skills with proficiency in MS office
* Exceptional attention to detail with an error-free work product
* Demonstrate strong analytical and problem-solving skills.
* Must be able to prioritize multiple tasks and manage time efficiently.
* Must be able to work well with internal customers and all levels of management.
* Experience placing and reviewing purchase orders.
* Must be a US citizen or green card holder.
* Must be competent to read, write and communicate in English language.
What You'll Love About SKF: Rest and Relaxation. Enjoy a generous PTO policy and 13 paid holidays.
Work/Life Integration. SKF supports work/life integration, home, family, community, personal well-being and health. Flexible work options available, depending on role.
Diversity in the Workplace.?At SKF, we strive to embed Diversity, Equity and Inclusion in everything we do. By developing a culture of belonging, our people can flourish; leading to an inclusive, equitable environment that promotes leadership, engagement and innovation.
Best in Class Benefits. SKF cares about the wellbeing of our employees. Comprehensive healthcare options to fit your needs and opt out payment. Added benefits include company paid life insurance, STD, LTD. Supplemental benefits include critical illness coverage, tuition reimbursement, employee discount programs, and much more!
Bonus. SKF offers STVS (Short Term Variable Salary) or Sales Incentive based on company performance and at the discretion of management.
Invest in your Future. Participate in our 401K program that boasts a 10% employer contribution: 100% match up to 5% of your elected contribution (100% Vested) plus an additional 5% company contribution.
Reports to: Senior Director of Sales
Location: Ladson, Sc
Job ID: 23658
SKF provides equal employment [and affirmative action] opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability.
By applying to this job you acknowledge how SKF treats candidate data. Click HERE to review the SKF Data Privacy Consent Statement.
Automation & CRM Specialist
Customer support specialist job in Charleston, SC
We're looking for a tech-savvy problem solver who loves making systems talk to each other. If you thrive on turning chaos into order through automation and smart workflows, keep reading.
About Us
At SAGE Event Management, we help speakers, coaches, and thought leaders turn their message into movements through high-impact virtual live events.
From our Charleston-based studios, we produce events for world-class clients like Tony Robbins, Lisa Nichols, and Jack Canfield, as well as hundreds of entrepreneurs building businesses that change lives.
We believe simplicity scales and smart automation is at the heart of how we deliver powerful client experiences while keeping operations lean and efficient.
The Role
You'll be the go-to expert responsible for managing and optimizing our marketing tech stack, including Keap, ClickFunnels, Zapier, and n8n.
Your mission: streamline our operations, automate the repetitive, and make data flow seamlessly across platforms.
This is a hands-on role where you'll build, test, and deploy real solutions that help our team move faster and our clients have better experiences.
What You'll Do
Design and maintain automation using a combination of Keap, Zapier, n8n, and other tools.
Manage and optimize our Keap CRM, including campaigns, tagging, segmentation, and reporting
Support funnel builds, integration, and data flows in ClickFunnels
Troubleshoot and resolve automation errors quickly
Map, document, and improve workflows across departments
Collaborate with marketing, operations, and leadership to design smarter systems
Monitor data accuracy and system health across all tools
Who You Are
You get a kick out of clean systems and efficient processes
You've worked with Keap, ClickFunnels, and Zapier (n8n experience is a plus)
You're comfortable with AI, APIs
(not programming, though that is a plus)
, webhooks, and integrations
You communicate clearly and collaborate well with both technical and non-technical teammates
You don't just fix problems, you prevent them with better design
You're excited about being the automation brain inside a fast-moving, impact-driven company
Requirements
2+ years of hands-on CRM or automation experience
Strong working knowledge of Keap and Zapier (ClickFunnels + n8n preferred)
Basic understanding of HTML or low-code solutions
Excellent attention to detail and documentation habits
Located in or willing to relocate to Charleston, SC
Compensation & Perks
Salary: $65,000-$85,000+, depending on experience
Health insurance, paid vacation, and holidays
A fun, fast-paced environment where innovation is encouraged and rewarded
Auto-ApplyCustomer Service Coordinator Full Time
Customer support specialist job in Charleston, SC
American Airlines is seeking Full Time Customer Service Coordinator at the Charleston International Airport.
The terms and conditions of this position are covered by the CWA-IBT Collective Bargaining Agreement.
If you are a member of CWA-IBT union workgroup, you must submit a transfer request and not apply to this job posting. Please go to *********************** and submit a transfer request.
This job will continue to be posted until at least 08-29-25. If interested please apply prior to this date.
Intro
Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!
Why you'll love this job
The Customer Service Coordinator interacts with customers in a courteous, efficient, friendly and professional manner. Starting pay is $22.07 per hour.
What you'll do
Promotes and sells air travel to the traveling public or freight forwarders
Provides assistance with passenger check-in and cargo acceptance
Interprets government rules and requirements for domestic and international travel or cargo shipments
Meets and dispatches aircraft within established times
Provides assistance to distressed passengers and customers
Protects company property and revenue
Provides for safe travel
Possesses the physical ability and dexterity to use motor skills to perform various job-related tasks
Uses organizational skills to perform multiple tasks within a limited time period
Is self-motivated and requires minimal supervision
Responds and assists during security and emergency situations
Follows internal/external policies and procedures
May be required to drive and operate air stairs up to various types of aircraft in order to enplane and deplane passengers
Responsible for the overall performance within work area and may be required to lead and direct the work of other employees
May be required to perform Passenger Operation Control functions including air to ground communication as well as Tower functions
All you'll need for success
Minimum Qualifications- Education & Prior Job Experience
High school diploma or GED
Read, write, fluently speak and understand the English language
Bilingual language skills required in some locations
Applicable valid driver's license as required by local authorities
Must fulfill FAA criminal background checks to qualify for unescorted access privileges to airport security identification display areas (SIDA), if applicable
Must be able to secure appropriate airport authority and/or US Customs security badges, if applicable
Ability to work irregular and/or extended hours, including weekends and holidays
Must report to work on a regular and timely basis
What you'll get
Feel free to take advantage of all that American Airlines has to offer:
Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
Wellness Programs: We want you to be the best version of yourself - that's why our wellness programs provide you with all the right tools, resources and support you need.
401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more
Feel free to be yourself at American
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.
Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.
*Travel to the interview and any subsequent relocation expenses are the responsibility of the candidate.
Customer Sales Rep II
Customer support specialist job in Charleston, SC
JOB PURPOSE
Assist customers in initiating their purchases. Provide the highest level of customer service to maintain a positive buying experience.
DUTIES AND RESPONSIBILITIES
Assist customers with their purchasing selections of, but not limited to the following items: firearms, class III items, ammunition, tactical, hunting, fishing, outdoor equipment, as well as men's and women's apparel.
Provide outstanding customer service.
Greet customers in a timely matter as they approach your work area.
Resolve customer issues to the best of your ability.
Maintain the store in all of which will include sweeping, dusting, restocking, fronting, etc.
Must be able to complete Federal Firearms Transfer Records (4473) and other related documents with 100% accuracy.
Maintain a high working knowledge of product offerings to best advise customers in their purchasing decision.
Remain impartial when making a sale, do not let personal bias negatively influence the outcome of the transaction.
Efficiently close sales to meet overall store sales goals.
Reports directly to store manager but frequently given daily duties or instruction from the Department Lead.
A commitment to following directions is required.
All other duties as assigned.
QUALIFICATIONS
High school diploma or GED
2 years previous gun counter sales or customer service experience working with e4473.
Working knowledge of ATF Form 4473 (paper form).
Working knowledge of Orchid eBound Kiosk.
Complete understanding of FBI National Instant Background Check System (NICS) process .
Strong problem-solving skills, and able to deal with high customer volume.
High attention to detail
Cash handling and previous cash register experience is a plus.
Strong interpersonal skills, including effective communication both orally and written.
Ability to lead, motivate, mentor, communicate and generally interact with people in a positive way.
Positive attitude, goal driven, customer service oriented, and focused on overall strategic picture of the organization.
WORKING CONDITIONS
This position may require regular evening and weekend work and may include holidays as well. You may have to deal with challenging customers from time to time.
PHYSICAL REQUIREMENTS
Employee may experience the following physical demands for extended periods of time: Reading, writing, and speaking on all necessary forums, hearing, standing, walking, lifting up to 70 lb, climbing, stooping and sitting. Must be at least 18 years old.
DIRECT REPORTS
Not Applicable.
Must be at least 18 years old.
Export Control Compliance Notice
This position may involve access to technology or software source code subject to U.S. export control laws (ITAR/EAR). Employment is contingent on verifying U.S. Person status or obtaining any necessary export license/confirming the availability of a license exception. Applicants must provide information for export control screening, which will be reviewed for compliance. Palmetto State Armory may elect not to pursue a license or exception and may decline to proceed with an applicant on that basis.
Auto-ApplyIRA Customer Service Specialist
Customer support specialist job in Charleston, SC
The IRA Customer Service Specialist position is accountable for delivering exceptional customer service that exceeds IRA Owner expectations in all contact interactions. This position requires an advanced level of Traditional and Roth IRA knowledge and is primarily responsible for providing front-line call center and operational process support to IRA Owners. The IRA Customer Service Specialist processes applications, verifies documentation, processes distribution requests, rollovers from 401k plans, pulls fees, and replies to IRA owner inquiries.
Section 2: Job Functions, Essential Duties and Responsibilities
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Provide technical and operational assistance to IRA Owners
Assist all IRA Owners with back-office functions
Interact directly with IRA Owners, answering questions and offer guidance regarding IRA accounts as well as the regulations surrounding them
Process IRA Service Agreements
Data input and verification of all customer information pertaining to the initial application
Process distribution requests correctly and within the service levels defined within partner agreements and operational goals
Scan all data into the optical imaging system
Perform a variety of tasks related to opening, maintaining and closing out IRA accounts
Take initiative to continuously develop skills and industry knowledge to enhance the value of all customer interactions
Recommend and implement continuous improvements to back office processes identified through daily interaction with customers and internal operations teams
Perform other duties and special projects as assigned
Assist with other tasks and projects as assigned
Supervision
N/A
Section 3: Experience, Skills, Knowledge Requirements
Communication Skills - Communicates regularly with both peers and colleagues in other business units. Demonstrates ability to document procedures that are clear and easy to understand. Effectively communicates with clients on specific tasks.
Technical Knowledge - Minimal ERISA knowledge or job specific technical knowledge required. Demonstrates proficiency of assigned tasks underpinning operational function.
Problem Solving- Effectively solves problems with direction utilizing resources/procedures for a specific process, with a defined resolution.
Detail Oriented Vs. Big Picture- Generally focuses and considers details on specific tasks while aware of the identified implications to the entire process associated with the task.
Conflict Resolution - Addresses conflicts within team (direct circle of influence) related to tasks/processes for which they have direct ownership.
Training/Mentoring - Is generally trained/mentored and has the ability to train a fellow associate on specific tasks.
Risk Taking/Decision Making - Makes decisions on a participant or plan level transaction based on precedent (assistance may be required).
Planning/Organizing - Generally plans 1-2 days in advance in order to meet specific tasks as defined. Generally planning for self only and vacation back-up as needed. Organized so that specific items can consistently be retrieved quickly.
Time Management/Prioritization - Works most efficiently with a pre-defined schedule or set of existing priorities, but able to be effectively flexible if a situation calls for it. Needs assistance dealing with conflicting priorities. Capable of managing individual tasks
Work Style - Works well independently on specific tasks. Requires some direction in more complicated or out of the box tasks. Able to develop and maintain rapport with others, demonstrates inclusiveness and respect for others.
Initiative/Work Ethic - Completes daily work as assigned. Will seek out opportunities to assist peers with daily volumes. Independently identify areas of processing that could be improved and acted upon. Will take on additional departmental responsibilities when assigned.
Bachelor's degree in business is preferred or industry related work experience to commensurate to the position
Knowledge of financial services industry and IRA products
Proficiency with PC's including Microsoft Office software applications
Certified IRA Services Professional (CISP) a plus
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Auto-ApplyClient Retention Associate - 100% Commission (TSG-20251204-021)
Customer support specialist job in Charleston, SC
Job DescriptionThe Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. From day one, we provide warm leads, mentorship, and proven systems so you can build a business - not just have a job. In this 100% commission role, you will meet with families virtually or in person, uncover financial protection needs, and offer life insurance, mortgage protection, and retirement solutions. We seek coachable, growth-minded individuals who want schedule freedom, personal development, and a clear path to agency ownership.
Customer Support Specialist
Customer support specialist job in Summerville, SC
TRIGO Global Quality Solutions is seeking a Customer Support Specialist in Summerville, SC. The pay is $20-21.
Over-all Purpose
The Customer Support Specialist acts as a liaison between suppliers and end customers with services and offerings throughout the supply chain. The Customer Support Specialist also helps build and foster the relationship between the supplier, end customer, and TRIGO HT with high quality customer service, while maintaining the highest performance standards.
Direct : Site Manager Indirect : Area Manager/ Director of Operations
Responsibilities
Build, manage, and foster strong positive relationships with customers (supplier and OEM) by providing the support they need related to warehousing, logistics, inspection, and other services.
Maintain the customer's account while preserving customer confidentially.
Handle general inquiries, address complaints, provide solutions to resolve issues as they arise.
Provide support by tracking, receiving, inventorying, and shipping customer inventory in WMS.
Maintain supplier customer inventory and records accurately.
Systematically segregate, coordinate, and manage disposition non-shippable material.
Create customer specific documents relating to unique projects and requirements.
Build and send customer specific reports.
Prepare and send Advance Ship Notices (ASN) and/or invoices to end customer, both manual and EDI.
Conduct, investigate, and reconcile cycle counts and annual physical inventory.
Monitor and communicate supplier inventory levels and supplier delivery performance indicators.
Other duties and/or responsibilities as assigned
Job Skills & Competencies
Energetic, friendly, and professional attitude
Strong interpersonal skills; written, verbal, and in a group setting.
Work well under stress and deadlines; understand how to prioritize and multitask.
General understanding of warehousing methods and shipping procedures.
Proficiency using computerized inventory control systems and Microsoft Office Suite
Exceptional organizational skills and ability to discern which methods and systems to use per customer requirements.
Proven record of job diligence and attendance
Managerial or Supervisory experience preferred.
Knowledge, skills, abilities
Hard skills
Values & attitudes
· Must be able to speak and read in English language
· Good communications skills
· Must be able to multi-task
· Ability to work in a fast-paced environment
· Ability to handle sensitive and confidential material
· Must have reliable transportation
Global team spirit
· Team player
· Caring for people
· Open-minded
Excellence
· Reactive
· Resilient to pressure
· Rigorous
Customer focus
· Client oriented
· Reliable & trustworthy
· Flexible
Initiative
· Autonomous
· Innovative
· Daring
Work experience
Overall recommendations
· Detailed Oriented - Ability to pay attention to the details of a project or task.
· Self-motivated - Ability to be internally inspired to perform a task to the best of one's ability using his or her own drive or initiative.
· Analytical Skills - Ability to use thinking and reasoning to solve a problem.
· Energetic, friendly, and professional attitude
Education background
Overall recommendations
· High school diploma or GED required
· Supply chain experience preferred
· Customer service experience is required.
Customer Sales Rep II
Customer support specialist job in Charleston, SC
JOB PURPOSE
Assist customers in initiating their purchases. Provide the highest level of customer service to maintain a positive buying experience.
DUTIES AND RESPONSIBILITIES
Assist customers with their purchasing selections of, but not limited to the following items: firearms, class III items, ammunition, tactical, hunting, fishing, outdoor equipment, as well as men's and women's apparel.
Provide outstanding customer service.
Greet customers in a timely matter as they approach your work area.
Resolve customer issues to the best of your ability.
Maintain the store in all of which will include sweeping, dusting, restocking, fronting, etc.
Must be able to complete Federal Firearms Transfer Records (4473) and other related documents with 100% accuracy.
Maintain a high working knowledge of product offerings to best advise customers in their purchasing decision.
Remain impartial when making a sale, do not let personal bias negatively influence the outcome of the transaction.
Efficiently close sales to meet overall store sales goals.
Reports directly to store manager but frequently given daily duties or instruction from the Department Lead.
A commitment to following directions is required.
All other duties as assigned.
QUALIFICATIONS
High school diploma or GED
2 years previous gun counter sales or customer service experience working with e4473.
Working knowledge of ATF Form 4473 (paper form).
Working knowledge of Orchid eBound Kiosk.
Complete understanding of FBI National Instant Background Check System (NICS) process .
Strong problem-solving skills, and able to deal with high customer volume.
High attention to detail
Cash handling and previous cash register experience is a plus.
Strong interpersonal skills, including effective communication both orally and written.
Ability to lead, motivate, mentor, communicate and generally interact with people in a positive way.
Positive attitude, goal driven, customer service oriented, and focused on overall strategic picture of the organization.
WORKING CONDITIONS
This position may require regular evening and weekend work and may include holidays as well. You may have to deal with challenging customers from time to time.
PHYSICAL REQUIREMENTS
Employee may experience the following physical demands for extended periods of time: Reading, writing, and speaking on all necessary forums, hearing, standing, walking, lifting up to 70 lb, climbing, stooping and sitting. Must be at least 18 years old.
DIRECT REPORTS
Not Applicable.
Must be at least 18 years old.
Export Control Compliance Notice
This position may involve access to technology or software source code subject to U.S. export control laws (ITAR/EAR). Employment is contingent on verifying U.S. Person status or obtaining any necessary export license/confirming the availability of a license exception. Applicants must provide information for export control screening, which will be reviewed for compliance. Palmetto State Armory may elect not to pursue a license or exception and may decline to proceed with an applicant on that basis.
Auto-ApplyAuto Customer Service Reps
Customer support specialist job in Mount Pleasant, SC
1001 Johnnie Dodds Blvd Mt Pleasant, SC 29464
AUTOMOTIVE SERVICE PORTER / VALET Competitive Hourly Rate + Great Benefits! Excellent Entry-level Opportunity with Room to Advance!
Walk-in Applicants are Welcome!
Low Country Volkswagen'sstate-of-the-art Service Dept. is HIRING NOW for energetic and friendly Service Porters / Valets to make a positive impression on our customers needing transportation and to make sure vehicle flow is running smoothly in our fast-paced dealership!
This is a great entry-level opportunity in the lucrative automotive industry! We offer a clearly defined career path, pay scale, and personal growth plan to all our employees. We promote a team-oriented environment where each employee has the mentorship, support, and tools they need to succeed in their career. Apply online today!
We offer:
Competitive pay plan based on experience
Full-time, 5-day work week
401(k) Plan with Company Match
Medical, Dental & Vision Insurance
Supplemental Short and Long-Term Disability
Paid Vacation
Employee discounts on products, services and vehicles
Climate-controlled shop
Career Advancement Opportunities
Key Responsibilities:
Greet and welcome service customers in a friendly manner
Move vehicles from the service lane to the service parking lot
Maintain the parking lot in a neat and organized manner
Other duties may be assigned
Qualifications / Requirements:
Ability to work outdoors and be physically active for extended periods of time
Must have a valid SC license with 0 points and a CLEAN driving record
Ability to operate both standard and automatic vehicles
Must be 18 years old
High School diploma or GED equivalent
Please upload your resume and complete the online assessment
Must be authorized to work in the U.S. without sponsorship and be a current resident
Must pass pre-employment testing to include background checks, MVR, and drugscreening
We are an Equal Opportunity Employer.
All qualified applicants considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation or other protected status.
RequiredPreferredJob Industries
Customer Service
Community Service Specialist
Customer support specialist job in Goose Creek, SC
This position is responsible for performing administrative, record-keeping and field related duties in support of the Police Department to provide assistance with non-emergency situations. ESSENTIAL JOB FUNCTIONS * Meets with citizens on a walk-in basis. Takes incident reports ensuring accuracy and completeness of information.
* Takes police reports over the telephone.
* Determines need for police assistance as necessary.
* Rolls fingerprints for citizens as needed.
* Performs VIN verification checks.
* Assists the general public with questions, comments, complaints and problems regarding all aspects of the Police Department.
* Compiles statistical reports.
* Files all related documentation.
* Performs roadside assistance for citizens, including, but not limited to, tire changes, gas assistance, and key lockouts.
* Completes private property accident reports when there are no injuries involved.
* Assists the fleet manager with the transportation of fleet vehicles and personnel to and from auto shops and/or facilities.
* Performs other duties as assigned.
MINIMUM REQUIREMENTS
* High school diploma or GED.
* Two years' experience in administrative/support or related work demonstrating the ability to write reports, interview people and compile information or related experience. Related experience may include law enforcement, Explorer Post Program, Police Cadet Program or similar police auxiliary program.
* Ability to obtain and maintain National Crime Information Center (NCIC) certification.
* Ability to become a Notary.
KNOWLEDGE, SKILLS AND ABILITIES
* Knowledge of departmental policies and procedures.
* Ability to provide quality customer service, to include handling irate and difficult customers.
* Thorough knowledge of report taking
* Ability to interview people and obtain facts.
* Ability to communicate effectively both orally and in writing.
* Ability to use computers and various software programs, to include Word and Excel.
* Ability to work under pressure, in a fast-paced environment.
SAFETY
Employee is responsible for adhering to all safety procedures and regulations established by the Department, the City and all State and Federal organizations. Any safety concern should be reported to a supervisor immediately.
WORK ENVIRONMENT
Work is performed in both indoor and outdoor settings; however, outdoor duties constitute the majority of the work schedule. Candidates must be prepared to work in inclement weather if the need arises.
PHYSICAL DEMANDS
Work can be physically demanding. Candidates must be able to lift, pull and push up to 50 pounds.
MENTAL DEMANDS
Frequently requires time pressures, frequent change of tasks, performing multiple tasks simultaneously, irregular schedule/overtime, and working closely with others as part of a team. Occasionally requires tedious or exacting work and noisy/distracting environment.
REASONABLE ACCOMMODATION
The City of Goose Creek is an Equal Opportunity Employer. To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions described herein. Prospective and current employees should contact Human Resources to request an ADA accommodation.
DISCLAIMER
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not intended to be a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
The City reserves the right to revise this position description at any time.
HP Customer Sales Representative
Customer support specialist job in Mount Pleasant, SC
Job Type:
Regular
Become a part-time HP Customer Sales Representative!
Pay: $19.00 per hour based on location and candidate experience
Schedule: Flex Friday, Saturday, or Sunday (10-15 Hours Per Week)
About the Position
HP and 2020 Companies have partnered to hire an HP Customer Sales Representative in your area! In this role, you will assist in driving sales and creating buzz and excitement around the HP brand and products in your local big-box retailer(s). You will demonstrate products to customers and tailor demonstrations to their ideal needs. You will be responsible for building rapport with customers and professional relationships with store management and employees.
Day-in-the-Life
Demonstrate HP products at a big box retail store
Engage and build rapport with customers by creating a memorable experience
Responsible for maintaining professional relationships with management and staff within assigned store
Train retail store associates on HP products and services
Maintain displays for cleanliness, functionality, and demo-readiness
Responsible for reporting and competitive insights
What's in it for you?
Stable, weekly schedule
Next day pay on-demand with DailyPay
Friday, Saturday, or Sunday availability
Paid training completed online
$25 per month Technology Reimbursement
Represent one of the most environmentally friendly companies worldwide
I'm Interested! What Qualifications Do I Need?
Be a problem-solving, tech-savvy enthusiast
Have an outgoing personality and be eager to learn
Be comfortable engaging with customers and demonstrating products with training
Ability to engage in a selling process that overcomes objections and connects with customer needs
Retail experience or customer service experience in electronics, tech or wireless a plus
Training or product demonstration experience a plus
1-year job experience required
About Company
2020 Companies is a premier outsourced sales and marketing agency launching and advocating new products and brands, penetrating new consumer segments, and executing sales and marketing strategies. 2020 trains our teams to succeed in any environment and equips them with the best technology and training to be flexible, engaging, and adept at solving problems.
Job Description:
Sell products and services in a retail store, kiosk, and/or event environments
Maintain professional interaction with both customers and fellow employees
Meet or exceed personal sales goals on a monthly basis
Courteously welcome customers and offer assistance
Direct customers by escorting them to displays; assess needs and suggests products to fit those needs
Advise customers by providing information on products and services
Help customers make selections by building customer confidence
Accurately document and report sales
Contribute to team effort by accomplishing related results as needed
Responsible for accurately tracking and communicating all activity to Retail Operations
Ensure work station/kiosk is clean, well-organized, functional and presentable at all times
Responsible for submitting all paperwork completely and accurately
Performance Measurements:
Regular and prompt attendance
Meet established monthly/weekly sales quota/goals
Customer/client satisfaction based on rejection percentage and substantiated complaints
Qualifications:
High school diploma or equivalent required
Six (6) months prior sales, retail, telecom or marketing experience
Demonstrated knowledge of products and services
Excellent communications, presentation, interpersonal and problem-solving skills
Impeccable integrity and commitment to customer satisfaction
Ability to multi-task in a fast-paced, team environment
Must be available to work evenings, weekends and holidays as needed
Ability to maintain customer confidentiality
What You Can Expect From 2020 Companies
We welcome every voice, and we are committed to building a truly inclusive environment where your differences are not just welcomed, they are celebrated. We are always identifying opportunities to encourage our team to be their authentic selves, while working to provide a best-in-class experience for our employees. Whether that's paid holidays, long-term career pathing options, personal development opportunities or professional stretch assignments, you can expect 2020 Companies to support you.
2020's Commitment
We are committed to creating a diverse and inclusive organization and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other dimensions of identity.
Auto-ApplyReservation / Dispatch Agent
Customer support specialist job in North Charleston, SC
MISSION STATEMENT
Going Coastal Transportation provides professional ground transportation. Building on the fundamentals of hospitality and privacy, we provide the ideal transportation experience for travelers, vacationers, and executives. The primary focus of each Going Coastal employee is taking the stress of travel away from our clients and providing them with safety and security as we pay attention to every detail, no matter how large or small the job is.
POSITION SUMMARY
It is the primary responsibility of the reservationist and dispatcher to provide excellent customer service to our clients and chauffeurs as they facilitate the reservations and dispatch processes. All duties are to be performed in accordance with company policies, practices and procedures.
KEY RESPONSIBILITIES
Efficient scheduling of trips and effective communication to ensure flawless execution of client's needs and optimal use of company vehicles and chauffeurs
Actively observe dispatch grid to ensure chauffeurs updates and routes will allow them to continue onto the next job in a timely manner
Courteously and energetically answer phones, respond to client questions and concerns, book reservations and respond to emails
Manage affiliate portals to include emails and calls; loading, updating, and confirming pending and active jobs
Add value to, and assist with, reaching company goals by taking ownership in your position, and assisting with other responsibilities as needed
REQUIRED KNOWLEDGE & SKILLS
Excellent customer service and ability to work under pressure required
Ability to sit for extended periods required
Attention to detail required
Geographical knowledge of the Charleston area, attractions, and history
Solid proficiency in English
EDUCATION/EXPERIENCE/CERTIFICATION/LICENSURE
Education: High School Diploma or equivalent preferred
Experience: 1-3 years related experience preferred
Certification/Licensure: N/A
Producer / Sales Rep / Customer Svc Rep
Customer support specialist job in Beaufort, SC
Job Description
Idea Recruiters is searching for a Producer for a local Insurance Agency in Beaufort, SC. We are seeking candidates that respond to customers' inquiries via phone, email, or chat; knows how to resolve customer complaints and resolves issues in a professional manner, and provide information about available services. The Producer must also build and maintain client relationships and stay current on insurance products and regulations.
SHIFT INFORMATION
Days: Monday - Friday
Hours: 9:00 AM - 5:00 PM
ESSENTIAL DUTIES & RESPONSIBILITIES:
Ø Professionally sell and explain property and casualty insurance policies to customers and clients (home, auto, business, life, etc)
Ø Identify and prospect new clients, assess their needs, tailor policy recommendations based on those needs
Ø Manage the entire sales cycle from lead to close
Ø Maintain client relationships, handle renewals, and collaborate with other departments
Ø Develop and execute a sales plan to meet new business targets
Ø Conduct sales and present customized insurance solutions to prospects and clients
Ø Serve as the main point of contact for policy changes, renewals, and questions.
Ø Assist clients with claims processes
Ø Utilize sales and customer relationship management (CRM) tools to track progress
Ø Create customize insurance policies to meet unique client requirements
Ø Educate clients on different insurance options and coverage details
Ø Answer customer questions promptly and efficiently through various communication channels (phone, email, chat, face-to-face interactions, etc)
Ø Address and resolve customer complaints or concerns in a professional and timely manner
Ø Manage customer accounts and billing inquiries
Ø Maintain a high level of company products/services knowledge and communicate effectively with the customers and/or team members
Ø Recognize chances to upsell or cross-sell services that may benefit customers
Ø Keep accurate and detailed records of customer interactions and transactions in various software platforms
Ø Work well with team members and other departments to ensure consistent and positive customer experience
Ø Provide excellent and effective written and verbal communication with others
Ø Must have the ability to listen carefully to understand customer concerns
Ø Provide strong analytical skills to troubleshoot issues and provide appropriate solutions
Ø Show empathy towards others
Ø Write Property and Casualty Insurance Policies based on customers' needs
Ø Contact potential customers or clients through networking, referrals, and outreach to build customer base
Ø Interview prospective customers to understand their financial situation and existing coverage
Ø Analyze a client's needs and recommend suitable insurance policies, such as life, health, home, or auto
Ø Explain policy features, sell policies, and process applications for underwriting approval
Ø Maintain accurate and confidential records of client information and policy details
Ø Stay up-to-date on state and federal regulations, securing necessary licenses, and complete continuing education requirements
#IND1
Upscale Hospitality Professional
Customer support specialist job in Charleston, SC
Job DescriptionBenefits:
Employee discounts
Flexible schedule
Free uniforms
Opportunity for advancement
Paid time off
Training & development
Wellness resources
Woodhouse Spa at the Wentworth Mansion
At Woodhouse Spa, refinement is in the details. Our newest destination at Wentworth is preparing to open its doors, and we are curating a start-up team that embodies elegance, warmth, and impeccable service. This is more than a roleit is an invitation to be part of a legacy in luxury wellness.
The Role
We are seeking an Upscale Hospitality Professional to join our part-time hospitality team. This pivotal position serves as the guests first impression and lasting memory, ensuring every interaction reflects the grace, discretion, and sophistication synonymous with Woodhouse Spa.
The Perfect Candidate
Experience in high-end hospitality, customer service, or luxury retail
General knowledge of spa services and wellness culture
Polished appearance and professional demeanor
Comfort with scheduling systems or spa software
Collaborative spirit with the ability to thrive in a team environment
Why Join Woodhouse Spa
At Woodhouse Spa, we invest in the people behind the experience. Joining our Wentworth team means stepping into a culture that prizes excellence, growth, and well-being.
Perks & Benefits
Competitive pay with elevated pay bands based on experience and performance
Guaranteed hours & flexible scheduling to support work-life balance
Training & growth opportunities within a multimillion-dollar national franchise
Medical health plan eligibility
Employee discounts on luxury spa services and retail products
Sales commissions
Paid time offincluding vacation, holidays, and sick time, for both part-time and full-time team members
Growth & Quality
All training is paid and conducted in our state-of-the-art facility
Exposure to luxury skincare, body care, and curated local retail brands
A safe, pristine, and fully equipped environment designed for success
At Woodhouse Spa, it is our mission to provide care and experiences that extend far beyond our walls. That philosophy begins with our team. With a luxurious setting, family-centered culture, and a clear path for advancement, Woodhouse is where careers in hospitality flourish.
Learn more and apply at: ********************************************
Woodhouse Spa is an equal opportunity employer and a smoke-free workplace.
Client Associate
Customer support specialist job in Charleston, SC
**About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* .
**In this role you will:**
+ Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
+ Facilitate Financial Advisor and client requests for account related information and/or quotes
+ Schedule and prepare for appointments with new or prospective clients
+ Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s)
+ Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements
+ Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
+ Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
**Required Qualifications:**
+ 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Brokerage client support experience or financial services industry experience
+ Administrative support experience in financial services
+ Experience interacting directly with customers
+ Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
+ Client service focus with the ability to listen to customer needs and recommend solutions
+ Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment
**Job Expectations:**
+ Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
+ This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
+ This position is not eligible for Visa sponsorship.
**Posting location:**
+ 320 Broad StCHARLESTON, SC 29401United States of America
**Posting End Date:**
11 Dec 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-507409