Description

Target Candidate Profile: 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.

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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

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Role Expectations:

This is not a traditional call center role, nor is it simply customer service. As a Financial Services Professional, 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.

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

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 & Location

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 fully onsite position in Tempe,AZ.

This position is anticipated to close on Aug 14, 2026.

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.

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