Remote Financial Services Specialist

TEKsystems; Fort Mill (SC); Remote; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Short and long-term disability

Health Spending Account (HSA)

Time Off/Leave

Job summary

TEKsystems is seeking a Financial Service Professional for a contract role based out of Fort Mill, SC. The position offers extensive training and a hands-on ramp, preparing you to support financial advisors and their investors with a high volume of inquiries.

You will join a collaborative team, receive coaching, and participate in a program that develops your knowledge of clients, systems, and products. The role is remote and pays hourly.

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

• Complete an extensive training program on our clients, systems, and products.
• Receive hands-on coaching and on-the-job practice time.
• Serve as the first point of contact for Advisors and Investors, handling 30–50 inbound contacts daily.

Skills

Client-facing experience

Education

Bachelor's degree

Job description

TEKsystems is seeking a Financial Service Professional for a contract role based out of Fort Mill, SC. The position offers extensive training and a hands-on ramp, preparing you to support financial advisors and their investors with a high volume of inquiries.

You will join a collaborative team, receive coaching, and participate in a program that develops your knowledge of clients, systems, and products. The role is remote and pays hourly.