Financial Services Call Center Rep

TEKsystemsChandler, AZ
$52,000 - $52,000Hybrid

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. 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.
  • Help financial advisors navigate account questions, operational processes, technology tools, and service requests.
  • Provide responsiveness, professionalism, and problem-solving skills to advisors working under tight deadlines.

Benefits

  • Bonus Opportunities
  • Comprehensive Benefits
  • Career Development & Licensing Support
  • Bonus structure in place after 90 days!
  • Great company benefits for this career opportunity!!
  • Bonus structure!
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