Financial Call Center Rep
This is a direct placement, permanent position based in Phoenix, AZ.
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: Monday–Friday, 7:30 AM – 3:30 PM for 4-6 weeks.
After training: Must be available for any schedule Monday–Friday between 5:00 AM – 6:00 PM.
Pay
$52,000.00 per year.
Bonus structure in place after 90 days.
Benefits
- Great company benefits
- Bonus structure after 90 days
Workplace Type
Hybrid position in Phoenix, AZ.