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. You will be working closely with our team to deliver world-class service to our clients, utilizing your critical thinking and problem-solving abilities to resolve complex issues in real-time.

Key Responsibilities
  • Provide exceptional service to clients and advisors, ensuring their financial needs are met with precision and care.
  • Utilize critical thinking and problem-solving abilities to resolve complex issues in real-time.
  • Work closely with our team to deliver world-class service to our clients.
  • Develop and maintain strong relationships with clients and advisors.
  • Stay up-to-date with industry developments and best practices.
Requirements
  • Bachelor's degree in finance or business, or equivalent experience.
  • 2+ years of experience in a client-facing, service-oriented role.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced, dynamic environment.
  • Proficiency in using computers and customer service software.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



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