Financial Services Professional

TEKsystems•Tempe, AZ

2d•$52,000 - $52,000•Onsite

About The Position

Seeking motivated professionals who are interested in building a long-term career in financial services. Successful candidates are typically early career professionals with some experience 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. 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. Taking inbound calls from financial advisors throughout the day, researching and resolving complex service issues, navigating multiple systems and resources simultaneously, learning and applying new financial services concepts, policies, and procedures, balancing quality service with productivity expectations, collaborating with internal business partners to find solutions, and building trust and credibility with advisors through every interaction are all part of the role. Candidates should understand that 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. Success in this role requires balancing responsiveness, service quality, accuracy, and productivity metrics. Associates are expected to manage multiple advisor interactions while maintaining excellent service and meeting established performance expectations.

Requirements

Motivated customer service professionals who have a passion for financial services and helping Financial Advisors.
Candidates with a college degree and/or relevant work experience.
Previous financial services experience and/or has worked in a call center environment.
Previous customer service experience.
Experience identifying solutions quickly, taking ownership of interactions from start to finish, and explaining complex situations in a clear and simple way.
Ability to communicate clearly, confidently, and professionally.
Ability to ask good questions.
Ability to explain things in a clear and concise manner.
Ability to identify appropriate solutions without getting overwhelmed or frustrated.
Handling approximately 35-40 inbound calls per day.
Balancing responsiveness, service quality, accuracy, and productivity metrics.
Manage multiple advisor interactions while maintaining excellent service and meeting established performance expectations.
Naturally curious and motivated to learn.
Comfortable working in a fast-paced environment.
Strong communicators who remain calm under pressure.
Effective problem solvers who enjoy helping others.
Interested in building a long-term career in financial services.
Open to continuous development and licensing opportunities.
Genuine interest in building a long-term career in financial services.
A willingness and ability to learn complex information quickly.
Strong customer service and relationship-building skills.
Resilience when dealing with difficult situations.
Professional communication skills.
Coachability and a growth mindset.
Ability to remain calm and professional under pressure.

Nice To Haves

Previous financial services experience
Worked in a call center environment
Experience identifying solutions quickly
Experience taking ownership of interactions from start to finish
Experience explaining complex situations in a clear and simple way

Responsibilities

Handling inbound calls from financial advisors throughout the day.
Researching and resolving complex service issues.
Navigating multiple systems and resources simultaneously.
Learning and applying new financial services concepts, policies, and procedures.
Balancing quality service with productivity expectations.
Collaborating with internal business partners to find solutions.
Building trust and credibility with advisors through every interaction.
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.
Building a long-term career path within financial services.