Financial Services Professional

TEKsystems•Tempe, AZ

6d•$52,000 - $52,000•Onsite

About The Position

Our Client is seeking motivated professionals who are interested in building a long-term career in financial services. Successful candidates are typically early career professionals with interest in customer service, client support, banking, insurance, operations, leadership, hospitality, or other fast-paced service environments. This is not a traditional call center role, nor is it simply customer service. 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. The learning curve is steep, and there is a lot to absorb in the first several months. Advisors often expect quick and accurate answers, which means you'll need to continuously build your knowledge and confidence. This role includes supporting financial advisors, handling inbound advisor calls, working in a fast-paced service environment, learning complex financial and operational concepts, pursuing licensing and professional development opportunities, and building a long-term career path within financial services.

Requirements

Candidates with a college degree and/or relevant work experience tend to be the most successful in this role.
Must have an interest in financial services.
High-end Customer Service Skills – must be able to communicate clearly, ask questions, and identify appropriate solutions.
Strong written and verbal communication skills are critical. Candidates should be able to communicate with clarity, professionalism, and confidence across a variety of interactions.
Ability to learn new systems, processes, and concepts quickly.
Ability to manage multiple priorities simultaneously.
Enthusiastic about Financial Services.
Ability to remain professional and composed under pressure.
Customer-focused
Detail-oriented
Dependable
Adaptable
Professional
Motivated to learn
Team-oriented
Resilient
Available between 8:00 AM to 8:00 PM
Available for 5 days on-site for the first 4-6 weeks of training (7:30 AM to 3:30 PM).

Nice To Haves

SIE Certification

Responsibilities

Handle inbound calls and service inquiries from Financial Advisors (35-40 calls per day).
Support financial advisors in serving their clients and growing their businesses.
Navigate account questions, operational processes, technology tools, and service requests for financial advisors.
Research and resolve complex service issues.
Navigate multiple systems and resources simultaneously.
Learn and apply new financial services concepts, policies, and procedures.
Balance quality service with productivity expectations.
Collaborate with internal business partners to find solutions.
Build trust and credibility with advisors through every interaction.
Pursue licensing and professional development opportunities.