Financial Services Professional

TEKsystemsTempe, AZ
$52,000 - $52,000Onsite

About The Position

This is a full-time, direct-hire opportunity with one of the nation's leading financial services organizations. Whether you're coming from financial services, banking, retail leadership, hospitality, customer service, or another client-focused environment, this role offers a structured path into a thriving industry with significant long-term growth potential. Join a company recognized for innovation, employee development, and a culture where high performers can build meaningful careers. This role provides exposure to Financial Services Operations, Investments, Wealth Management, Retirement Services, Relationship Management, Team Leadership, and Licensing & Professional Certifications. Many successful employees transition into advanced financial services, operations, and leadership roles. SIE Certification: Whether you're already SIE certified or exploring a long-term future in financial services, this role provides exposure to the industry and opportunities for continued professional development and licensing. This is a full-time, direct-hire opportunity with a Fortune 500 financial services leader located in Tempe, AZ. Join an established, growing organization that combines the stability of a large enterprise with the innovation and career growth opportunities of a company investing heavily in technology, talent, and business expansion. Employees are attracted to this organization because of its Fortune 500 scale and financial strength, long-term career growth opportunities, collaborative hybrid work environment, investment in technology and innovation, employee-focused culture and development programs, and commitment to diversity, inclusion, and career mobility. This position offers the opportunity to build a long-term career with an industry-leading organization while making a meaningful impact from day one.

Requirements

  • Customer service skills
  • Communication and writing skills
  • Team oriented
  • Ability to handle call volume
  • Financial services knowledge

Nice To Haves

  • SIE Certification

Responsibilities

  • Provide customer service
  • Utilize communication and writing skills
  • Work in a team-oriented environment
  • Handle call volume
  • Engage in financial services activities

Benefits

  • Bonus Opportunities
  • Comprehensive Benefits
  • Career Development & Licensing Support
  • Vision Coverage
  • Medical Coverage
  • Dental Coverage
  • HSA
  • 401k Matching
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