Financial Services Professional
This is a full-time, direct-hire opportunity with one of the nation's leading financial services organizations. Whether you're coming from financial services, banking, retail leadership, hospitality, customer service, or another client-focused environment, this role offers a structured path into a thriving industry with significant long-term growth potential.
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 financial advisors with account questions, operational processes, technology tools, and service requests
- Provide responsive, professional, and effective problem-solving support under tight deadlines
Requirements
- Minimum 1-3 years of customer service or call center experience
- Interest in Financial Services
- Previous banking or financial services experience a plus
Benefits
- Full-Time Direct Hire / Permanent Employee Position
- Bonus Opportunities (structure in place after 90 days)
- Comprehensive company benefits
- Career Development & Licensing Support
- Sign-on bonus available for candidates who have already obtained their SIE
Pay
The pay range for this position is $52,000.00/yr.
Schedule
- Training: Mon-Fri from 7:30am - 3:30pm for 4-6 weeks
- After training: Must be available for any schedule Mon-Fri between 5:00am - 6:00pm
Location
This is a hybrid position based in Mesa, AZ.