(HYBRID) Financial Service Professional

3 days ago

Tempe, United States TEKsystems Full time
Job DescriptionJob Description

Financial Service Professional

Tempe, AZ (24.00 USD/hour) (Paid Training)

 

Highlights of the job:

 

·    Industry: Customer Support

·    Employment Type: 4 months Contract to Hire

·      Start Date: 2/3/2024.

·      Schedule: Between the hours of 7a-6p MST, hybrid role - need to be comfortable being onsite in TEMPE, AZ a minimum of 3x/week

 

 

Job Description

Be part of LPL Financial, the leading provider of investment and business solutions for independent financial advisors and institutions across the nation serving and supporting more than 21,000 financial advisors.

Are you ready to kickstart your career in Financial Services, one of the most dynamic and fast-growing industries? Do you love being part of a team? Are you

someone who thrives on solving complex problems and delivering exceptional client experiences? Join LPL as a Financial Service Professional and become a

key player in empowering financial advisors to help their clients achieve their dreams.

 

Benefits of this role:

- $52k upon conversion if applicable, + one-time $5k bonus for passing SIE (once perm)

- Competitive Pay: Receive a compensation package designed to acknowledge and reward your contributions.

- Comprehensive Benefits: Benefit from a wide range of offerings, including health care, paid time off, and paid volunteer time to enhance your overall well-being.

A Day in the Role:

 

·       You will serve as the first point of contact for Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from

simple account inquiries to supporting complex financial transactions.

·       These advisors are likely sitting in person with their client who may not understand how to move their month to pay their grandsons tuition or to buy their daughter a house, our contingent worker after 6-8weeks of training will be skilled in not only WHAT paperwork needs to be done, TIMELINES, IMPLICATIONS of doing so, etc. It requires someone to multi-task and answer questions effectively and efficient.

 

 

Requirements:

 

·       Education: Bachelor’s degree from an accredited institution or equivalent education and experience.

·     Experience: 0-2+ years in a client-facing, service-oriented role, ideally in a team-based environment.

·      High empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership, strong attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously, and a strong curiosity coupled with a desire for continuous learning.

·      Communication: Exceptional verbal and written communication skills.

 

Next Steps:

 

TEK systems recruiting team will reach out to you to discuss next steps in 10 business days.

Pay and Benefits

The pay range for this position is $24.00 - $24.00

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Tempe,AZ.

Application Deadline

This position will be accepting applications until Jan 13, 2025.

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. 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. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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