Financial Services Professional

TEKsystems•Tempe, AZ

5d•$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. 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. 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 service.

Requirements

Interest in customer service, client support, banking, insurance, operations, leadership, hospitality, or other fast-paced service environments.
Ability to learn new systems, processes, and concepts quickly.
Enjoy helping others solve problems.
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

Nice To Haves

Pursuing licensing and professional development opportunities.

Responsibilities

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.
Building trust and credibility with advisors through every interaction.