Financial Services Professional

Job Description

Job Description

Financial Services Professional

Location: Tempe, AZ

Salary: $52,000 annually

Employment Type: Direct Hire

Start Date: September 28

Launch Your Career in Financial Services

This is a full-time, direct-hire opportunity with one of the nation's leading financial services organizations. 

 

Whether you're coming from financial services, banking, retail leadership, hospitality, customer service, or another client-focused environment, this role offers a structured path into a thriving industry with significant long-term growth potential. 

Are you looking for more than just your next job? We're seeking motivated, customer-focused professionals who are interested in building a long-term career in the financial services industry.

This opportunity is ideal for individuals with backgrounds in customer service, hospitality, banking, insurance, retail, client support, call centers, or other fast-paced service environments. If you enjoy solving problems, helping others, and learning new concepts, this could be an excellent opportunity to grow your career.

What You'll Do

As a Financial Services Professional, you'll serve as a key point of contact for financial advisors, providing support and solutions that help them better serve their clients and grow their businesses.

Key responsibilities include:

• Handling inbound calls and service inquiries from financial advisors (approximately 35-40 calls per day)
• Researching and resolving complex service-related issues
• Navigating multiple systems and resources simultaneously
• Providing accurate, professional, and timely support
• Learning financial products, operational processes, and industry concepts
• Building strong relationships through exceptional customer service
• Collaborating with internal teams to identify solutions and drive positive outcomes
• Managing multiple priorities while maintaining quality and productivity standards

What We're Looking ForRequired Skills

• Strong interest in financial services
• Exceptional customer service skills
• Excellent verbal and written communication abilities
• Strong problem-solving and critical-thinking skills
• Ability to thrive in a fast-paced environment
• Ability to learn new systems, processes, and concepts quickly
• Professional and customer-focused approach

Preferred Qualifications

• Bachelor's degree in any field, including Liberal Arts OR
• Relevant professional experience in:
  • Customer Service
  • Hospitality
  • Banking
  • Insurance
  • Retail
  • Call Centers
  • Client Services
  • Operations
  • Other service-focused industries

Nice to Have

• SIE Certification (not required)

Successful Candidates Are

• Customer-focused and relationship-driven
• Professional, dependable, and accountable
• Detail-oriented with strong organizational skills
• Adaptable and resilient
• Team-oriented and collaborative
• Calm under pressure
• Naturally curious and motivated to learn
• Coachable and open to feedback

What Success Looks Like

The most successful professionals in this role:

• Enjoy helping people solve problems
• Communicate clearly and confidently
• Take ownership of issues from start to finish
• Learn complex information quickly
• Remain composed during challenging situations
• Build trust through positive interactions
• Embrace continuous development and career growth opportunities

Work Schedule & Training

Training Period

• Fully onsite for the first 4-6 weeks
• Monday-Friday
• 7:30 AM - 3:30 PM

Post-Training Schedule

• 8-hour shifts, Monday-Friday
• Availability required between 8:00 AM and 8:00 PM EST
• Final shift assignment determined based on business needs

Why Join Us?

• Direct-hire opportunity with a growing organization
• Strong career development and advancement opportunities
• Exposure to the financial services industry
• Ongoing training and professional development
• Potential licensing opportunities
• Opportunity to build valuable relationship management and problem-solving skills
• Clear path toward a long-term career in financial services

Job Type & Location

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

Pay and Benefits

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

Vision, Medical, Dental Coverage HSA 401k Matching

Workplace Type

This is a fully onsite position in Tempe,AZ.

Application Deadline

This position is anticipated to close on Aug 19, 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.