Financial Service Professional - Hybrid - Tempe, Arizona, 85281
Join a Large & Growing Financial Services Company here in the Valley!Job Description
World-Class Service: You’ll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values.
Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.
Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients.
Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.
Career & Community: You’ll also have regular time for coaching, career development activities, participate in ERG events and and other opportunities to connect with colleagues and build community
You will serve as the first point of contact for Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions.
Main Details:Start: 11/18/2024Pay: $23.00 - $24.00/Hr. Increase once permanentSchedule: Must be open to be assigned a schedule Monday - Sunday between 8:00am - 8:00pm EST (8-hour shift)Location: Tempe, AZ. Hybrid Remote, 3 days a week onsite, 2 remote.Here’s what you can expect:Training Program: Start with a four-month contract training program to study for and obtain your SIE. You’ll receive extensive training on our systems and products, along with hands-on coaching and support.Client Interaction: Serve as the first point of contact for advisors and their investors, handling 25-30 inbound contacts daily. You’ll manage everything from simple account inquiries to complex financial transactions.What We’re Looking For:Education: Bachelor’s degree from an accredited institution or equivalent education and experience.Registration: Securities Industry Essentials (SIE) required or obtained within the 4-month contract.Experience: 2+ years in a client-facing, service-oriented role, ideally in a team-based environment.Core Skills: High empathy, strong problem-solving abilities, attention to detail, proficiency in using computers and customer service software, and a desire for continuous learning.Communication: Exceptional verbal and written communication skills.Desirable: Experience in or education about the financial services industry.Work Environment:Hybrid Schedule: Onsite 3 days a week in Tempe.Remote Work: Must have a proper work-from-home setup for remote days.About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.