Financial Services Rep

TEKsystems • Tempe, AZ

6d • $25 - $25 • Hybrid

About The Position

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

Nice To Haves

• Previous banking or financial services experience a plus
• Candidates who have already obtained their SIE

Responsibilities

• Handle a high volume of inbound calls and inquiries from financial advisors.
• Assist financial advisors with account questions, operational processes, technology tools, and service requests.
• Provide responsive, professional, and problem-solving support to financial advisors working under tight deadlines.

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed