What are the responsibilities and job description for the Financial Client Success Representative position at Big Money Retirement?
Financial Client Success Representative — Retirement Services | $55,000 - $65,000 Bonus
We are seeking a dedicated, service-driven Financial Customer Service Representative (Retirement Services) to join our growing team. If you take pride in accuracy, empathy, and follow-through—and are looking to build a long-term career in financial services—this role offers both purpose and opportunity.
The Financial Customer Service Representative (CSR) plays a key role in supporting clients and financial advisors within a retirement-focused firm committed to exceptional service and long-term relationships. This is not a script-based call center role. It is a professional service position requiring critical thinking, attention to detail, and genuine care for clients navigating important financial decisions. You will work across multiple systems, maintain compliance with retirement regulations, and communicate clearly with clients, advisors, and internal teams.
Position Overview
Position: Financial Customer Service Representative (Retirement Services)
Location: Onsite — Greenville, Simpsonville, Spartanburg, Charleston
Schedule: Full-time, Monday–Friday, 8:00 a.m.–5:00 p.m.
Compensation: $55,000 - 65,000 annually performance bonus
Why Join Our Team
We believe exceptional client service begins with supporting the people who deliver it.
You’ll benefit from:
- Meaningful work that impacts clients’ long-term financial security
- A collaborative, team-oriented culture
- Accessible and supportive leadership
- Opportunities for advancement, deepen expertise, and pursue licensing
- Stability within an established and expanding firm
- A professional, respectful, people-focused environment
Other benefits may include:
- Health, dental, and vision insurance
- Employer-sponsored retirement plan
- Paid time off and company holidays
- Profit-sharing opportunities
- Professional development and licensing support
You’ll Thrive Here If You
- Enjoy helping people through complex, high-stakes decisions
- Stay composed and focused under pressure
- Work well in a team environment
- Hold yourself to a high standard of accuracy and accountability
- Have strong organizational skills and the ability to manage multiple priorities simultaneously
- Are looking to build a long-term career—not just a short-term role
Salary : $55,000 - $65,000