Remote Financial Services Professional

TEKsystems; United States; Remote; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) retirement plan

Life Insurance (Voluntary)

Job summary

TEKsystems is hiring a Financial Service Professional for a contract, fully remote role based out of Fort Mill, SC. The position offers hourly compensation and a structured training program to empower financial advisors and investors with excellent service.

You will handle 30-50 inbound contacts daily after training, supporting routine inquiries and complex transactions. A Bachelor's degree is required; SIE is a plus. This role emphasizes teamwork and growth.

Qualifications

• 0-2+ years in a client-facing, service-oriented role.
• Bachelor's degree from an accredited institution or equivalent education and experience.
• Securities Industry Essentials (SIE) is a plus.

Responsibilities

• Receive 30-50 inbound contacts daily and assist Advisors and Investors.
• Complete a training program with extensive product, systems and client knowledge.
• Provide exceptional service and support during onboarding and ongoing inquiries.

Skills

Customer service

Communication

Team collaboration

Education

Bachelor's degree

Job description

TEKsystems is hiring a Financial Service Professional for a contract, fully remote role based out of Fort Mill, SC. The position offers hourly compensation and a structured training program to empower financial advisors and investors with excellent service.

You will handle 30-50 inbound contacts daily after training, supporting routine inquiries and complex transactions. A Bachelor's degree is required; SIE is a plus. This role emphasizes teamwork and growth.