Financial Services Professional

TEKsystems•Tempe, AZ

5d•$52,000 - $52,000•Onsite

About The Position

This opportunity is ideal for individuals with backgrounds in customer service, hospitality, banking, insurance, retail, client support, call centers, or other fast-paced service environments. If you enjoy solving problems, helping others, and learning new concepts, this could be an excellent opportunity to grow your career. As a Financial Services Professional, you'll serve as a key point of contact for financial advisors, providing support and solutions that help them better serve their clients and grow their businesses.

Requirements

Strong interest in financial services
Exceptional customer service skills
Excellent verbal and written communication abilities
Strong problem-solving and critical-thinking skills
Ability to thrive in a fast-paced environment
Ability to learn new systems, processes, and concepts quickly
Professional and customer-focused approach

Nice To Haves

SIE Certification (not required)
Customer Service
Hospitality
Banking
Insurance
Retail
Call Centers
Client Services
Operations
Other service-focused industries

Responsibilities

Handling inbound calls and service inquiries from financial advisors (approximately 35-40 calls per day)
Researching and resolving complex service-related issues
Navigating multiple systems and resources simultaneously
Providing accurate, professional, and timely support
Learning financial products, operational processes, and industry concepts
Building strong relationships through exceptional customer service
Collaborating with internal teams to identify solutions and drive positive outcomes
Managing multiple priorities while maintaining quality and productivity standards