Financial Services Representative

4 weeks ago


Tempe, Arizona, United States TalentBridge Full time

Job Title: Financial Service Associate

Overview:

TalentBridge is seeking a skilled Financial Service Associate to join our team. In this role, you will provide exceptional customer service to a large team of Financial Advisors, embodying client-centric values and delivering outstanding experiences with every interaction.

Key Responsibilities:

  • Provide world-class customer service to Financial Advisors, resolving issues in real-time 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, emphasizing a team-oriented approach.
  • Engage in regular coaching sessions, 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 a predetermined timeline.
  • 1-2+ years in a client-facing, service-oriented role, preferably within financial services.

About the Role:

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.

What We Offer:

TalentBridge offers 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.



  • Tempe, Arizona, United States TEKsystems Full time

    We are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at LPL Financial. As a key player in our customer service team, you will be responsible for providing exceptional service to our advisors and investors.The ideal candidate will have a strong background in customer service, with a passion for helping...


  • Tempe, Arizona, United States Arizona Central Credit Union Full time

    Job DescriptionArizona Central Credit Union is seeking a highly motivated and service-oriented individual to join our Tempe Branch as a Financial Services Representative.This role is responsible for educating members and potential members on credit union products and services, and advising members to ensure they are effectively utilizing the benefits of...


  • Tempe, Arizona, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Potential with Symmetry Financial Group - Gary UyemuraAre you ready to embark on a career that offers unparalleled growth opportunities and a chance to build a business that generates system-driven income?As a Customer Service Representative with Symmetry Financial Group - Gary Uyemura, you will have the opportunity to work with clients who are...


  • Tempe, Arizona, United States First Command Financial Services Full time

    Financial Planning for Military FamiliesAt First Command Financial Services, we're committed to helping military families achieve their financial goals. As a Financial Planning Specialist, you'll play a critical role in this mission.Key Responsibilities:• Partner with local military organizations to provide financial guidance to military families•...


  • Tempe, Arizona, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Potential with Symmetry Financial GroupAre you ready to embark on a career that offers unlimited earning potential and a proven system for success?At Symmetry Financial Group, we're seeking ambitious individuals to join our team as Customer Success Representatives. As a key member of our organization, you'll have the opportunity to build a...


  • Tempe, Arizona, United States Sharon Layman Full time

    Are you a customer-focused individual looking for a challenging role in insurance and financial services? We are seeking a highly motivated and outgoing Customer Relations Representative to join our team at Sharon Layman. As a Customer Relations Representative, you will be responsible for establishing customer relationships, following up with customers, and...


  • Tempe, Arizona, United States Northern Trust Full time

    About Northern Trust: Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions. Our commitment to service, expertise, and integrity has earned us a reputation as a...


  • Tempe, Arizona, United States Randstad Full time

    Job SummaryWe are seeking a highly skilled Bilingual Customer Service Representative to join our team in Tempe, AZ. As a Complaints Intake Specialist, you will be responsible for managing escalated customer complaints in a financial services environment. Your excellent communication skills and ability to empathize with customers will be essential in...


  • Tempe, Arizona, United States BMO Financial Group Full time

    At BMO Financial Group, we are seeking a highly skilled Senior Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional operational support to grow our market share and maximize the profitability of client relationships.**Key Responsibilities:*** Provide daily operational service...


  • Tempe, Arizona, United States Sonoran Desert Institute Full time

    Job DescriptionWe are seeking an experienced Financial Services Advisor to join our dynamic team at Sonoran Desert Institute. As a Financial Services Advisor, you will be responsible for assisting new and continuing students between their enrollment and start date to secure funding via Title IV.The Financial Services Advisor handles all student outreach,...


  • Tempe, Arizona, United States MUFG Bank, Ltd. Full time

    About the Role:MUFG Bank, Ltd. is seeking a skilled Financial Services Auditor to join our Internal Audit team. As a key member of our team, you will be responsible for supporting independent, objective assurance and consulting activities designed to evaluate and assess the effectiveness of the Bank's governance, risk management, and control processes.Key...


  • Tempe, Arizona, United States Safety Services Company Full time

    Job SummarySafety Services Company is seeking a highly skilled Financial Operations and Administration Manager to oversee and manage financial operations, ensuring accuracy and regulatory compliance.The ideal candidate will have a strong background in accounting and financial reporting, with experience in accounts payable and receivable, and proficiency in...


  • Tempe, Arizona, United States Northern Trust Corporation Full time

    About the RoleWe are seeking a highly skilled Customer Service Representative to join our Banking Operations team. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving any issues in a timely and professional manner.Key ResponsibilitiesManage a high volume...


  • Tempe, Arizona, United States Sharon Layman Full time

    Job Summary: We are seeking a highly motivated and customer-focused individual to join our team as an Insurance Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, establishing customer relationships, and following up with customers as needed.Responsibilities:Provide prompt,...


  • Tempe, Arizona, United States MedImpact Full time

    Job DescriptionJob Title: Customer Service RepresentativeJob Summary: We are seeking a highly skilled Customer Service Representative to join our team at MedImpact. As a Customer Service Representative, you will be responsible for providing exceptional customer service to pharmacies, physicians, health plan sponsors, and their members, beneficiaries, or...


  • Tempe, Arizona, United States U-Haul Full time

    About the Role:We are seeking a highly motivated and detail-oriented Customer Service Representative to join our Fleet Sales team at U-Haul. As a key member of our team, you will be responsible for providing exceptional customer service, assisting customers in finding trucks, trailers, and tow dollies, and supporting field employees in negotiating and...


  • Tempe, Arizona, United States Rosendin Full time

    Job OverviewRosendin is seeking a highly skilled Assistant Project Accountant to join our team. As a key member of our financial services team, you will be responsible for providing financial support to our projects, including contract review, billings, and cash reporting.Key ResponsibilitiesAssist with preparing and posting monthly progress billings.Ensure...


  • Tempe, Arizona, United States LHH Recruitment Solutions Full time

    Job Title: Call Center RepresentativeJob Summary: We are seeking a highly skilled Call Center Representative to join our team at LHH Recruitment Solutions. As a Call Center Representative, you will be the first point of contact for our clients, handling inbound calls, addressing inquiries, and providing exceptional service.Key Responsibilities:Answer inbound...


  • Tempe, Arizona, United States Northern Trust Full time

    Northern Trust, a leading financial institution, is committed to providing innovative services and guidance to its clients.The Asset Servicing group is comprised of multiple service teams that service over 1,400 client-appointed investment manager relationships and over 400 self-managed client relationships in North America.The Client Service Representative...


  • Tempe, Arizona, United States The Buffalo Spot Full time

    We are seeking a friendly and enthusiastic individual to join our team as a Customer Service Representative. In this role, you will be responsible for providing excellent service to our guests, operating cash registers, and maintaining a clean and welcoming environment.As a Customer Service Representative, you will have the opportunity to work in a...