Onsite Financial Services Support Agent

TEKsystems; Tempe (AZ); On-site; USD 47,000 - 57,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Pre-tax contributions

Disability insurance

PTO / Vacation

Job summary

TEKsystems in Tempe, AZ is seeking a Financial Services Professional for a full-time, fully onsite position. You will handle inbound calls from Financial Advisors, delivering professional service and resolving inquiries with a focus on financial services knowledge.

Training requires 5 days onsite for the first 4-6 weeks; you must be able to commit to no time off during this period. Hours are 8AM–8PM EST, with shifts determined by business needs.

Qualifications

• motivated customer service professionals who have a passion for financial services.
• The ideal candidate has previous financial services experience AND/OR has worked in a call center environment.
• This person must be able to communicate clearly and professionally, ask good questions, explain things in a clear and concise manner, and identify appropriate solutions without getting overwhelmed or frustrated.
• This person will be handling inbound calls and service inquiries from Financial Advisors approximately 35-40 calls per day

Skills

Customer service

Financial services experience

Call center experience

Clear communication

Job description

TEKsystems in Tempe, AZ is seeking a Financial Services Professional for a full-time, fully onsite position. You will handle inbound calls from Financial Advisors, delivering professional service and resolving inquiries with a focus on financial services knowledge.

Training requires 5 days onsite for the first 4-6 weeks; you must be able to commit to no time off during this period. Hours are 8AM–8PM EST, with shifts determined by business needs.