Financial Services Associate — Remote Post-Training 12-Month

Associate Staffing; Tempe (AZ); Hybrid; USD 29,000 - 32,000; Full time

Job summary

Associate Staffing in Tempe, AZ is seeking a client-focused service professional for a 12-month contract. You will be the first point of contact for advisors and investors, handling 25–30 inbound interactions daily in a high-volume, phone-based environment.

The role includes structured training, hands-on coaching, and a clear path to grow across core service areas like Move Money, New Accounts, and Account Transfers. Training is onsite, with later potential remote work based on team needs.

Qualifications

• Bachelor's degree or equivalent experience.
• 0-2+ years in a client-facing, service-oriented role.
• Strong verbal and written communication skills.
• Ability to navigate multiple systems/tools with accuracy.

Responsibilities

• Handle 25-30 inbound interactions per day as the first point of contact.
• Resolve account questions and complex transactions via phone.

Skills

Verbal communication

Written communication

Problem-solving

Attention to detail

Research & initiative

Education

Bachelor's degree or equivalent experience

Job description

Associate Staffing in Tempe, AZ is seeking a client-focused service professional for a 12-month contract. You will be the first point of contact for advisors and investors, handling 25–30 inbound interactions daily in a high-volume, phone-based environment.

The role includes structured training, hands-on coaching, and a clear path to grow across core service areas like Move Money, New Accounts, and Account Transfers. Training is onsite, with later potential remote work based on team needs.