Financial Service Customer Support

4 weeks ago


Tempe, United States TEKsystems Full time
Job DescriptionJob Description

Description

Be part of a 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 as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. At LPL Financial, we offer an exciting opportunity for passionate individuals eager to learn, grow, and make a mark in the financial services sector.

As a Financial Service Professional, you’ll play a vital role in providing exceptional service to our advisors and investors.

- The journey will begin with a four-month contract training program, during which you will study for and obtain your SIE, receiving extensive training on clients, systems, and products. Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job training on our Service 360 team.

- 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.

Our Financial Service Professionals spend their days on a dynamic set of activities including:

- World-Class Service: You’ll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values.

- Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.

- Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients.

- Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.

- Career & Community: You’ll also have regular time for coaching, career development activities, participate in ERG events and and other opportunities to connect with colleagues and build community at LPL

Skills

Microsoft Office, customer support, Customer service oriented, Customer service call center, Sales support, Customer service, Financial services, Call center, Phone support

Additional Skills & Qualifications

What We’re Looking For: 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.

Pay and Benefits

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

• 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 Dec 6, 2024.

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.



  • Tempe, Arizona, United States Community Choice Financial Family of Brands Full time

    OverviewAt Community Choice Financial Family of Brands, we're dedicated to delivering exceptional financial services to our customers. As a Customer Service Representative, you'll play a vital role in our fast-paced environment by building strong connections with our diverse customer base and ensuring seamless transactions.Job ResponsibilitiesForge...


  • Tempe, Arizona, United States Community Choice Financial Family of Brands Full time

    Job Title:Customer Service RepresentativeAbout Us:At Community Choice Financial Family of Brands, we strive to deliver exceptional customer experiences and provide accessible financial solutions. As a trusted ally for individuals seeking quick and reliable financial services, our goal is to make a positive impact on people's lives.Estimated Salary:$40,000 -...


  • Tempe, Arizona, United States Community Choice Financial Family of Brands Full time

    OverviewAt Community Choice Financial Family of Brands, we strive to deliver exceptional customer experiences. As a Customer Service Representative, you will be instrumental in fostering connections with our diverse customer base, ensuring seamless transactions and providing an outstanding in-store experience.


  • Tempe, Arizona, United States TalentBridge Full time

    TalentBridge is seeking a highly motivated Financial Support Specialist to join our team in the financial services industry.Company Overview: Our company provides comprehensive training and development opportunities for individuals looking to grow their careers in finance.Salary: $50,000 - $65,000 per year, depending on experience.Job Description:We are...


  • Tempe, United States Maricopa Community Colleges District Full time

    This position serves as the first point of contact for students and parents seeking assistance with financial aid programs, and is responsible for delivering exceptional customer service. This role includes assisting students with the completion of financial aid and scholarship materials, as well as handling escalated financial aid issues and...


  • Tempe, United States Maricopa Community Colleges District Full time

    This position serves as the first point of contact for students and parents seeking assistance with financial aid programs, and is responsible for delivering exceptional customer service. This role includes assisting students with the completion of financial aid and scholarship materials, as well as handling escalated financial aid issues and...


  • Tempe, Arizona, United States Community Choice Financial Family of Brands Full time

    About the RoleWe are seeking a highly skilled and experienced Customer Service Representative to join our team at Community Choice Financial Family of Brands. As a key member of our team, you will be responsible for delivering exceptional customer experiences, ensuring seamless transactions, and maintaining a positive in-store environment.


  • Tempe, United States TalentBridge Full time

    Overview: Exciting opportunity to immerse yourself in the financial services industry. As a Financial Service Professional, you’ll receive comprehensive training and development while providing world-class service to our advisors and investors. This role is an excellent entry point into a fulfilling career in financial services, where you can continuously...


  • tempe, United States TalentBridge Full time

    Overview: Exciting opportunity to immerse yourself in the financial services industry. As a Financial Service Professional, you’ll receive comprehensive training and development while providing world-class service to our advisors and investors. This role is an excellent entry point into a fulfilling career in financial services, where you can continuously...


  • tempe, United States TalentBridge Full time

    Overview: Exciting opportunity to immerse yourself in the financial services industry. As a Financial Service Professional, you’ll receive comprehensive training and development while providing world-class service to our advisors and investors. This role is an excellent entry point into a fulfilling career in financial services, where you can continuously...


  • Tempe, United States TalentBridge Full time

    Overview: Exciting opportunity to immerse yourself in the financial services industry. As a Financial Service Professional, you’ll receive comprehensive training and development while providing world-class service to our advisors and investors. This role is an excellent entry point into a fulfilling career in financial services, where you can continuously...


  • Tempe, United States Community Choice Financial Family of Brands Full time

    Overview: At Speedy Cash, we’re more than a financial service provider; we’re a trusted ally for hard-working customers who are seeking quick and reliable financial solutions. As a Customer Service Representative, you’ll play a pivotal role in our fast-paced environment by building connections with our diverse customer base, ensuring seamless...


  • Tempe, United States TEKsystems Full time

    Job DescriptionJob DescriptionDescription:Be part of one of the top 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...


  • Tempe, Arizona, United States TEKsystems Full time

    Job DescriptionIn this role as a Financial Services Professional, you will spend your days engaging in a variety of activities designed to deliver stellar experiences with each interaction. This includes problem-solving, advising clients on their financial needs, conducting detailed research and navigating various databases, collaborating with internal...


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

    BMO Financial Group is seeking a highly skilled Senior Associate, Deal Servicing & Monitoring to join the Vendor Finance Operations team in Tempe, AZ. This exciting opportunity offers a unique blend of hybrid work and a dynamic environment.The ideal candidate will conduct thorough reviews of credits, loans, and funding files to ensure compliance with...


  • Tempe, United States TEKsystems Full time

    Job DescriptionJob Description- The journey will begin with a four-month contract training program, during which you will study for and obtain your SIE, receiving extensive training on clients, systems, and products. Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job training on our Service 360 team.-...


  • Tempe, United States TEKsystems Full time

    Job DescriptionJob DescriptionDescriptionBe 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...


  • Tempe, Arizona, United States TEKsystems Full time

    About the RoleAs a Financial Service Professional at TEKsystems, you will be an integral part of our team providing exceptional service to financial advisors and investors.Key Responsibilities:Provide world-class service to clients, embodying our client-centric valuesUtilize critical thinking to resolve issues in real-time, ensuring client satisfaction and...


  • Tempe, Arizona, United States LPL Financial Holdings, Inc. Full time

    Company OverviewLPL Financial Holdings, Inc. is a leading independent broker-dealer that offers an integrated platform of proprietary technology, brokerage, and investment advisor services.


  • Tempe, Arizona, United States CornerStone Staffing Full time

    Job SummaryThis is a fantastic opportunity for a Customer Service and Support Specialist to join our team in Tempe, AZ. The role comes with a competitive salary of $18/hourly and a range of benefits.The successful candidate will have 2+ years of experience in customer service and excellent problem-solving skills. They will be responsible for taking inbound...