New

Financial Services Professional

TEKsystems
$52,000.00 / yr
401(k)

Jul 31, 2026
Description Our Client is seeking motivated professionals who are interested in building a long-term career in financial services. Successful candidates are typically early career professionals with interest in customer service, client support, banking, insurance, operations, leadership, hospitality, or other fast-paced service environments. Top Skills: Candidates with a college degree and/or relevant work experience tend to be the most successful in this role. Must have an interest in financial services. High-end Customer Service Skills - must be able to communicate clearly, ask questions, and identify appropriate solutions. A major aspect of this position will be handling inbound calls, and service inquires from Financial Advisors (35-40 calls per day) Strong written and verbal communication skills are critical. Candidates should be able to communicate with clarity, professionalism, and confidence across a variety of interactions. Nice to Haves: * SIE Certification (not required) Success Factors: Build trust through positive interactions Ability to learn new systems, processes, and concepts quickly Enjoy helping others solve problems Ability to manage multiple priorities simultaneously Enthusiastic about Financial Services Ability to remain professional and composed under pressure Behavioral Attributes: Customer-focused Detail-oriented Dependable Adaptable Professional Motivated to learn Team-oriented Resilient ________________________________________ Role Expectations: Expectations: This is not a traditional call center role, nor is it simply customer service. 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 What Can Be Challenging: You might not enjoy this role if you: oPrefer minimal customer interaction. oBecome easily frustrated by difficult conversations. oDislike learning new systems or complex information. oAre looking for a role with significant downtime. oPrefer highly repetitive work with little problem-solving. The learning curve is steep, and there is a lot to absorb in the first several months. Advisors often expect quick and accurate answers, which means you'll need to continuously build your knowledge and confidence. ________________________________________ Candidate Self-Assessment: * Before moving forward, ask yourself: oDo I enjoy helping people solve problems? oAm I energized by learning new things and developing expertise? oCan I remain professional and composed when dealing with frustrated customers? oAm I looking for a career in financial services rather than simply my next job? If the answer is yes, this role could be an excellent fit and a strong foundation for a long-term career. If not, it's better to recognize that now before investing time in the interview process. Skills* Customer service, communication & writing skills, team oriented, call volume, financial services Additional Skills & Qualifications Location: Tempe, AZ Onsite Requirement: 5 days on-site for the first 4-6 weeks of training (7:30 AM to 3:30 PM). Post-training schedules and on-site requirements will be determined by the manager. Shifts: 8 hours per day - Monday-Friday Candidates should be available between 8:00 AM to 8:00 PM Shift assignments will be determined after training based on business and team needs. Job Type & LocationThis is a Permanent position based out of Tempe, AZ. Pay and BenefitsThe pay range for this position is $52000.00 - $52000.00/yr. Vision, Medical, Dental Coverage HSA 401k Matching Workplace TypeThis is a fully onsite position in Tempe,AZ. Application DeadlineThis position is anticipated to close on Aug 13, 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.