Financial Call Center Rep

Direct placement opportunity with hybrid schedule after training.

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, assisting them with account questions, operational processes, technology tools, and service requests. Advisors often work under tight deadlines, so responsiveness, professionalism, and problem-solving skills are critical.

Responsibilities

• Handle inbound calls and inquiries from financial advisors
• Assist with account questions, operational processes, and service requests
• Provide guidance on technology tools
• Deliver responsive and professional support 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, 7:30am - 3:30pm for 4-6 weeks
• Post-training: Must be available for any schedule Mon-Fri between 5:00am - 6:00pm

Pay

$52,000/year

Benefits

• Bonus structure in place after 90 days
• Comprehensive company benefits

This is a permanent, hybrid position based in Gilbert, AZ.