Financial Services Rep

This is a direct placement, permanent position based in Gilbert, 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, 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 a high volume of inbound calls and inquiries from financial advisors
• Assist advisors with account questions and operational processes
• Support advisors in navigating technology tools and service requests
• Provide responsive and professional service 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

Qualifications

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 5:00am - 6:00pm

Pay

The pay range for this position is $25.00/hr.

Benefits

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may include:

• Medical, dental, and vision insurance
• Critical Illness, Accident, and Hospital coverage
• 401(k) Retirement Plan (Pre-tax and Roth post-tax contributions available)
• Life Insurance (Voluntary Life & AD&D for employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation, or Sick Leave)

Bonus structure in place after 90 days.

Workplace Type

This is a hybrid position located in Gilbert, AZ.

Application deadline: This position is anticipated to close on Aug 14, 2026.