Finance Associate

1 month ago


tempe, United States TalentBridge Full time

Job Title: - Financial Service Associate

Location: - Tempe AZ 85281

Remote initially, Will likely switch to a hybrid in 2025

Schedule: Monday - Friday 8:00 am - 5:00 pm

Pay rate: - $25/hr - Without Licence

$30 /hr- With Licence (Depends on SIE licensure and experience)

Position Type: - 6 months of Contract, possible extension or convert into permanent (based on performance)


Position Overview:

We are seeking a Financial Service Associate to join the team of one of our highly esteemed Fortune 500 clients. In this role, you will provide outstanding service to advisors and investors, serving as a key point of contact for financial inquiries and transactions. Your journey will start with a comprehensive four-month training program where you will prepare for the SIE exam and receive hands-on coaching on our clients, systems, and products. Upon completing training, you will be integrated into a team that handles 25-30 inbound contacts daily, assisting with various account-related inquiries and financial transactions.


If you already hold the SIE license, you'll have the opportunity to pursue further education and challenges. Your prior qualifications will allow you to accelerate your career development and quickly take on more complex client service tasks, enabling you to make an even greater impact from day one.


This is a great opportunity for individuals who thrive in fast-paced, team environments and are interested in building a career in the financial services industry. Those with existing SIE credentials can benefit from accelerated career progression and additional compensation right from the start. We invite you to apply today


Key Responsibilities:

  • Provide world-class customer service to a large team of Financial Advisors by embodying client-centric values and delivering stellar experiences with every interaction
  • Use critical thinking skills to resolve issues in real-time, ensuring client satisfaction and building strong relationships
  • Conduct thorough research and utilize multiple databases to provide accurate solutions for clients
  • Work closely with internal teams to ensure efficient and effective issue resolution, while emphasizing a team-oriented approach
  • Engage in regular coaching sessions, and career development activities, and participate in events to connect with colleagues and build a sense of community


Qualifications:

  • Bachelor’s degree in a related field
  • Securities Industry Essentials (SIE) license required or must be obtained within the pre-determined timeline
  • 1-2+ years in a client-facing, service-oriented role, preferably within financial services


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