Are you ready to kickstart your career in Financial Services, one of the most dynamic and fast-growing industries? Do you love being part of a team? Are you someone who thrives on solving complex problems and delivering exceptional client experiences? Join our client as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. As a Financial Service Professional, you’ll play a vital role in providing exceptional service to our advisors and investors. Description What We’re Looking For: strong collaborators who excel in a fast-paced, team environment, are passionate about client service, and are interested in building a career in Financial Services. You will handle inbound phone calls that can range from something as simple as an account balance inquiry to the complexity of helping resolve unique financial transactions, but your primary focus remains the same: Providing our clients with timely, correct, and relevant information, when and where they need it so that they in turn can help their clients achieve their own financial dreams.
The journey will begin with a four-month contract training program, during which you will study for and obtain your SIE, receiving extensive training on clients, systems, and products. Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job training on our Service 360 team.
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.
Our Financial Service Professionals spend their days on a dynamic set of activities including:
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 at LPL!
Additional Skills & Qualifications:
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: 0-2+ years in a client-facing, service-oriented role, ideally in a team-based environment.
Core Skills: High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership, strong attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously, and a strong curiosity coupled with a desire for continuous learning.
Communication: Exceptional verbal and written communication skills.
Desirable: Experience in or education about the financial services industry.
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.
