Description:

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 the team as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. We offer an exciting opportunity for passionate individuals eager to learn, grow, and make a mark in the financial services sector.

- 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

Skills:

Microsoft Office, customer support, tech savvy

Experience Level:

Expert Level

#prioritywest

Skills:

Microsoft Office, customer support, Customer service oriented, Customer service call center, Sales support, Customer service, Financial services, Call center, Phone support

Top Skills Details:

Microsoft Office, customer support ,Customer service oriented ,Customer service call center, Sales support

Additional Skills & Qualifications:

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.

Ideal candidates will have:

- 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.

Experience Level:

Expert Level

Pay and Benefits

The pay range for this position is $24.00 - $24.00

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.