Location: Tempe, AZ

Salary: $52,000 annually

Employment Type: Direct Hire

Start Date: September 28

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.

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

• 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

• 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

• SIE Certification (not required)

• 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

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

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

• 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

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

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

Vision, Medical, Dental Coverage HSA 401k Matching

This is a full