Financial Call Center Rep
TEKsystems•Mesa, AZ
•$52,000 - $52,000•Hybrid
About The Position
As a Financial Services Professional, you are often the first point of contact for financial advisors who rely on you to help them serve their clients and grow their businesses. Each day, you'll handle a high volume of inbound calls and inquiries from financial advisors, helping them navigate account questions, operational processes, technology tools, and service requests. Advisors are often working under tight deadlines, so responsiveness, professionalism, and problem-solving skills are critical.
Requirements
- Must have an interest in Financial Services
- Minimum 1-3 years of customer service or call center experience
- Previous banking or financial services experience a plus
- Sign on bonus available for candidates who have already obtained their SIE
Responsibilities
- Handle a high volume of inbound calls and inquiries from financial advisors.
- Assist financial advisors with account questions, operational processes, technology tools, and service requests.
- Provide responsive, professional, and problem-solving support to financial advisors working under tight deadlines.
Benefits
- Bonus structure in place after 90 days!
- Great company benefits for this career opportunity!!
- Many great company benefits!!
- Bonus structure!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
