Financial Services Professional

4 days ago


Tempe, Arizona, United States TEKsystems Full time
Unlock Your Potential in Financial Services

Are you ready to embark on a dynamic career journey in Financial Services? Do you thrive in a fast-paced team environment, where no two days are the same? At TEKsystems, we're seeking passionate individuals who share our commitment to delivering exceptional client experiences.

As a Financial Service Professional, you'll play a vital role in empowering financial advisors to help their clients achieve their dreams. You'll handle inbound phone calls, ranging from simple account inquiries to complex financial transactions, providing timely, correct, and relevant information to our clients.

What You'll Do:
  • Deliver world-class service to our clients, embodying our client-centric values.
  • Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.
  • Conduct detailed research and navigate various databases to provide accurate solutions for our clients.
  • Collaborate with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.
What We're Looking For:

We're seeking 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. If you're a tech-savvy individual with a passion for helping people, we want to hear from you

Our ideal candidate will have a Bachelor's degree from an accredited institution, registration as a Securities Industry Essentials (SIE) holder, and 2+ years of experience in a client-facing, service-oriented role. If you're a problem-solver with exceptional verbal and written communication skills, we encourage you to apply.

We're an equal opportunity employer and welcome applications from diverse candidates. Join our team and embark on a rewarding career journey in Financial Services



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