Financial Services Client Support Specialist

TEKsystems; Phoenix (AZ); On-site; USD 44,000 - 60,000; Full time

Benefits offered by this job

Vision, Medical, Dental Coverage

HSA

401k Matching

Job summary

TEKsystems in Phoenix is seeking a customer service specialist to handle a high volume of inbound calls from financial advisors, guiding them through account questions, processes, and technology tools in a fast-paced environment on-site.

The role emphasizes responsiveness, professionalism, and problem-solving skills while meeting productivity targets. Five days on-site are required for the initial training period (7:30 AM to 3:30 PM), with schedules determined by management after training.

Qualifications

• Experience handling high-volume calls.
• Team oriented with strong writing and communication skills.
• Ability to provide white-glove customer service.

Responsibilities

• Handle a high volume of inbound calls from financial advisors throughout the day.
• Research and resolve complex service issues.
• Navigate multiple systems and resources simultaneously.
• Learn and apply new financial services concepts, policies, and procedures.
• Balance quality service with productivity expectations.
• Collaborate with internal business partners to find solutions.
• Build trust and credibility with advisors through every interaction.

Skills

High volume calls

Excellent writing & communication

White-glove customer service

Job description

TEKsystems in Phoenix is seeking a customer service specialist to handle a high volume of inbound calls from financial advisors, guiding them through account questions, processes, and technology tools in a fast-paced environment on-site.

The role emphasizes responsiveness, professionalism, and problem-solving skills while meeting productivity targets. Five days on-site are required for the initial training period (7:30 AM to 3:30 PM), with schedules determined by management after training.