Financial Services Professional

Location: Tempe, AZ 85281

Salary: $52,000 annually

Employment Type: Direct Hire

Start Date: September 28

Launch Your Career in Financial Services

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 For

Required 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

#PriorityWest26

This is a Permanent position based out of Tempe, AZ 85281.

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 85281.

This position is anticipated to close on Aug 25, 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, work