Financial Call Center Rep
About the role
As a Financial Services Professional, you are often the first point of contact for financial advisors who rely on you to help them serve their clients and grow their businesses. Each day, you'll handle a high volume of inbound calls and inquiries from financial advisors, helping them navigate account questions, operational processes, technology tools, and service requests. Advisors are often working under tight deadlines, so responsiveness, professionalism, and problem-solving skills are critical.
Responsibilities
- Handle a high volume of inbound calls and inquiries from financial advisors
- Assist advisors with account questions, operational processes, and technology tools
- Respond to service requests under tight deadlines
Requirements
- Interest in Financial Services
- Minimum 1-3 years of customer service or call center experience
- Previous banking or financial services experience is a plus
Sign-on bonus available for candidates who have already obtained their SIE.
Schedule
Training: Mon-Fri from 7:30am - 3:30pm for 4-6 weeks
After training: Must be available for any schedule Mon-Fri between 8:00am - 8:00pm
Pay
The pay range for this position is $52,000.00/yr.
Benefits
- Bonus structure in place after 90 days
- Great company benefits
Location
This is a hybrid position based in Chandler, AZ.
This is a permanent, direct-placement opportunity.