New Grad January 2027 - Financial Service Professional (Fort Mill)
On-site · United StatesNo visa sponsorship
Core
Provide exceptional service to financial advisors and their investors as the first point of contact, handling inbound inquiries and supporting complex financial transactions.
Role type
New Grad Financial Service Professional
Builds
Client support and transaction handling for financial advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, problem-solving, research, database navigation, verbal communication, written communication, critical thinking
Preferred skills
High empathy, initiative, teamwork, creativity
Technologies
Internal databases, financial transaction systems