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Financial Service Professional

TEKsystems
$24.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, Arizona, Tempe
Dec 23, 2024
Job Title: Financial Service Professional Ready to jumpstart your career in one of the fastest-growing industries? Are you a team player who thrives on solving complex problems and delivering outstanding client experiences? If so, we want you to join our client as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams! Pay: $24/hr (weekly) Schedule: * 8-hour shifts between 7am-5pm * Training: 7am-3:30pm Mon-Fri * Within 2 weeks to 3 months, transition to a hybrid schedule (2 days WFH and 3 days in the office) * 4-month contract-to-hire opportunity Once converted to permanent: * Transition from hourly to salary at $52K * One-time bonus of $5K upon passing the SIE Test What You'll Do: * Start Your Journey: Begin with a comprehensive four-month contract training program, gaining extensive knowledge on clients, systems, and products. Receive hands-on coaching and support from our Service 360 team. * Be the First Point of Contact: Handle 25-30 inbound contacts daily, assisting advisors and investors with inquiries and complex financial transactions. * Deliver World-Class Service: Provide stellar experiences with each interaction, embodying our client-centric values. * Problem Solve & Advise: Utilize 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. * Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions. * Career & Community: Participate in coaching, career development activities, ERG events, and other opportunities to connect with colleagues and build a community. What We're Looking For: * Experience: 0-2+ years in a client-facing, service-oriented role, ideally in a team-based environment. * Core Skills: High empathy, strong problem-solving abilities, initiative-taking attitude, strong attention to detail, tech-savvy, ability to navigate multiple systems, and a strong curiosity for continuous learning. * Communication: Exceptional verbal and written communication skills. * Desirable: Experience in or education about the financial services industry. Why Join Us? * Innovative Environment: Be part of a forward-thinking company that values creativity and ambition. * Growth Opportunities: Invest in your professional development with continuous learning opportunities. * Collaborative Culture: Work with a team that believes in the power of collaboration and teamwork. * Impactful Work: Make a real difference by helping clients achieve their financial dreams. 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 Dec 27, 2024. 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 Dec 27, 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.