Financial Services Representative

Full-Time Direct Hire Opportunity

Permanent Employee Position

Bonus Opportunities

Comprehensive Benefits Package

Career Development & Licensing Support

Hybrid Schedule Following Training

Build Your Future with a Financial Services Industry Leader

What You'll Do

As a Client Relationship Associate, you'll serve as a trusted first point of contact for clients, helping deliver an exceptional service experience while developing valuable financial services knowledge.

Key responsibilities include:

Supporting clients through inbound phone interactions

Assisting with account-related questions and service requests

Building strong client relationships through professional communication

Navigating multiple systems to research and resolve inquiries

Partnering with internal teams to ensure a seamless client experience

Learning financial services products, processes, and industry regulations

Comprehensive training is provided to help you succeed and grow within the role.

Are you looking for more than just your next job?

Join one of the nation's leading financial services organizations and launch a rewarding long-term career with a company known for innovation, professional development, and internal career growth.

Whether your experience comes from banking, financial services, retail leadership, hospitality, customer support, healthcare, or another customer-focused industry, this opportunity provides a structured pathway into the growing world of financial services.

You'll gain valuable industry experience while working alongside professionals who are committed to helping you develop new skills, expand your knowledge, and advance your career.

Why Join Us?

Stability You Can Count On

Fortune 500 financial services leader

Nearly $17 billion in annual revenue

Strong history of growth and innovation

Established industry leader with a nationwide presence

Career Growth Opportunities

Direct-hire employee from day one

Internal mobility across multiple business divisions

Professional development and ongoing training

Exposure to leadership and advancement opportunities

Award-Winning Culture

Great Place to Work® Certified

Equality 100 Award recipient

Recognized early career and talent development programs

Collaborative, inclusive, and employee-focused environment

Invest in Your Future

Gain financial services experience

Learn from advisors and industry professionals

Develop wealth management and retirement services knowledge

Build a foundation for future licensing and certification opportunities

Why Tempe?

Tempe serves as a strategic growth hub for the organization and is home to key leaders across the business. Employees working in this location enjoy exposure to multiple areas of the company, increased networking opportunities, and access to long-term career paths within the organization.

This is more than a service center. It's a place where careers are built.

Career Path Opportunities

This role provides exposure to:

• Financial Services Operations
• Investments
• Wealth Management
• Retirement Services
• Relationship Management
• Team Leadership
• Licensing & Professional Certifications

Many employees leverage this opportunity as a stepping stone into advanced financial services, operations, advisory support, and leadership positions throughout the organization.

Professional Development & Licensing

Whether you're already SIE certified or are exploring a long-term future in financial services, this role provides valuable industry exposure and opportunities for continued professional growth.Employees are encouraged to expand their knowledge, pursue additional certifications, and develop skills that support future advancement within the financial services industry.

What We're Looking For

Strong communication and relationship-building skills

Customer-focused mindset and problem-solving ability

Professionalism and attention to detail

Ability to navigate technology and learn new systems

Desire to build a long-term career in financial services

Previous experience in customer service, banking, retail, hospitality, healthcare, or other client-facing environments is welcome

Your Next Career Starts Here

If you're looking for a stable, direct-hire opportunity with a respected industry leader and want to build a career with long-term growth potential, we'd love to hear from you.

Apply today and take the first step toward a future in financial services!!

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 Oct 5, 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.