Financial Services Representative

3 weeks ago


Tempe, Arizona, United States TEKsystems Full time
Join Our Team as a Financial Services Representative

We are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at TEKsystems. As a key member of our team, you will be responsible for providing exceptional service to our clients and advisors, ensuring their financial needs are met with precision and care.

About the Role

This is an exciting opportunity to work in a fast-paced, dynamic environment where you will have the chance to develop your skills and expertise in the financial services industry. As a Financial Services Representative, you will be the first point of contact for our clients and advisors, handling a high volume of inbound contacts daily.

Key Responsibilities
  • Provide exceptional service to clients and advisors, ensuring their financial needs are met with precision and care.
  • Handle a high volume of inbound contacts daily, including account inquiries, transactions, and other financial-related matters.
  • Collaborate with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.
  • Develop and maintain strong relationships with clients and advisors, providing personalized support and guidance.
Requirements
  • Bachelor's degree in finance, business, or a related field.
  • 2+ years of experience in a client-facing, service-oriented role, preferably in a team-based environment.
  • Strong problem-solving abilities, high empathy, and a passion for helping people.
  • Exceptional verbal and written communication skills, with the ability to navigate multiple systems simultaneously.
About TEKsystems

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. We are an equal opportunity employer and welcome applications from diverse candidates.



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