Entry Level Financial Services Rep

TEKsystems•Chandler, AZ

2d•$25 - $25•Hybrid

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

Nice To Haves

Previous banking or financial services experience

Responsibilities

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