Financial Services Professional

Description

Seeking motivated professionals who are interested in building a long-term career in financial services. Successful candidates are typically early career professionals with some experience in customer service, client support, banking, insurance, operations, leadership, hospitality, or other fast-paced service environments.

Top Skills:

- looking for motivated customer service professionals who have a passion for financial services and helping Financial Advisors.

- Candidates with a college degree and/or relevant work experience tend to be successful in this role.

- The ideal candidate has previous financial services experience and/or has worked in a call center environment. Previous customer service experience is a strong indicator of success. Candidates who have experience identifying solutions quickly, taking ownership of interactions from start to finish, and explaining complex situations in a clear and simple way typically perform well in this role.

- This person must be able to communicate clearly, confidently, and professionally, ask good questions, explain things in a clear and concise manner, and identify appropriate solutions without getting overwhelmed or frustrated.

- This person will be handling inbound calls, and service inquires from Financial Advisors – approximately 35-40 calls per day.

- Role Expectations: This is not a traditional call center role, nor is it simply customer service. 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.

- Day-to-Day: 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.

What your day may look like:

- Taking inbound calls from financial advisors throughout the day.

- Researching and resolving complex service issues.

- Navigating multiple systems and resources simultaneously.

- Learning and applying new financial services concepts, policies, and procedures.

- Balancing quality service with productivity expectations.

- Collaborating with internal business partners to find solutions.

- Building trust and credibility with advisors through every interaction.

Candidates should understand that this role includes:

- Supporting financial advisors.

- Handling inbound advisor calls.

- Working in a fast-paced service environment.

- Learning complex financial and operational concepts.

- Pursuing licensing and professional development opportunities.

- Building a long-term career path within financial service

Success Criteria: Success in this role requires balancing responsiveness, service quality, accuracy, and productivity metrics. Associates are expected to manage multiple advisor interactions while maintaining excellent service and meeting established performance expectations.

Successful Financial Services Professionals are:

- Naturally curious and motivated to learn.

- Comfortable working in a fast-paced environment.

- Strong communicators who remain calm under pressure.

- Effective problem solvers who enjoy helping others.

- Interested in building a long-term career in financial services.

- Open to continuous development and licensing opportunities.

The strongest candidates demonstrate:

- Genuine interest in building a long-term career in financial services.

- A willingness and ability to learn complex information quickly.

- Strong customer service and relationship-building skills.

- Resilience when dealing with difficult situations.

- Professional communication skills.

- Coachability and a growth mindset.

- Ability to remain calm and professional under pressure.

Skills

customer service skills, call center environment, client services, call center, financial services

Top Skills Details

customer service skills,call center environment,client services,call center

Job Type & Location

This is a Permanent position based out of Tempe, AZ.

The pay range for this position is $52000.00 - $52000.00/yr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Dental, Medical, Vision, Health Savings Account, 401k

This is a fully onsite position in Tempe,AZ.

This position is anticipated to close on Sep 30, 2026.

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.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.