Financial Services Representative - Hybrid - Tempe, Arizona

Financial Services Representative - Hybrid - Tempe, Arizona

18 Oct 2024
Arizona, Tempe, 85280 Tempe USA

Financial Services Representative - Hybrid - Tempe, Arizona

Join Our Team as a Financial Service Professional!Are you ready to kickstart your career in one of the most dynamic and fast-growing industries? Do you love being part of a team and solving complex problems? Join us as a Financial Service Professional and help empower financial advisors to achieve their clients’ dreams. We offer an exciting opportunity for passionate individuals eager to learn, grow, and make a mark in the financial services sector.Your Role:As a Financial Service Professional, you’ll play a vital role in providing exceptional service to our advisors and investors. 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.Daily Activities:World-Class Service: Deliver stellar experiences with each interaction, embodying our client-centric values.Problem Solving & Advising: Use your critical thinking skills to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.Research & Navigation: Conduct detailed research and navigate various databases to provide accurate solutions.Collaboration & Innovation: Work collaboratively with internal teams to ensure efficient and effective resolutions.Career & Community: Participate in coaching, career development activities, and events to connect with colleagues and build community.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/ 2 days w week remote Shift: 1st shift, available between 8am-8pm EST.Remote Work: Must have a proper work-from-home setup for remote days.Expected Interview Date10/18/2024Expected Start Date11/18/2024About 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.

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