About this opportunity
TEKsystems lists this Financial Services Professional opportunity in tempe, Arizona. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Launch Your Career in Financial Services!
nThis is a full-time, direct-hire opportunity with one of the nation's leading financial services organizations.
nWhether 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.
nJoin a company recognized for innovation, employee development, and a culture where high performers can build meaningful careers.
nWhether you're already SIE certified or exploring a long-term future in financial services, this role provides exposure to the industry and opportunities for continued professional development and licensing.
nTarget Candidate Profile: seeking motivated professionals who are interested in building a long-term career in financial services. Successful candidates are typically early career professionals with some experience in customer service, client support, banking, insurance, operations, leadership, hospitality, or other fast-paced service environments.
nTop Skills:
nnnLooking for motivated customer service professionals who have a passion for financial services and helping Financial Advisors.
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nnCandidates with a college degree and/or relevant work experience tend to be the most successful in this role.
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nnThe ideal candidate has previous financial services experience and/or has worked in a call center environment. Previous customer service experience is a strong indicator of success. Candidates who have experience identifying solutions quickly, taking ownership of interactions from start to finish, and explaining complex situations in a clear and simple way typically perform well in this role.
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nnThis person must be able to communicate clearly, confidently, and professionally, ask good questions, explain things in a clear and concise manner, and identify appropriate solutions without getting overwhelmed or frustrated.
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nnThis person will be handling inbound calls, and service inquires from Financial Advisors approximately 35-40 calls per day.
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n nRole Expectations: This is not a traditional call center role, nor is it simply customer service. 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.
nDay-to-Day: Each day, you'll handle a high volume of inbound calls and inquiries (approximately 35-40 calls per day) 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.
nWhat your day may look like:
nnnTaking inbound calls from financial advisors throughout the day.
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nnResearching and resolving complex service issues.
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nnNavigating multiple systems and resources simultaneously.
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nnLearning and applying new financial services concepts, policies, and procedures.
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nnBalancing quality service with productivity expectations.
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nnCollaborating with internal business partners to find solutions.
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nnBuilding trust and credibility with advisors through every interaction.
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n nCandidates should understand that this role includes:
nnnSupporting financial advisors.
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nnHandling inbound advisor calls.
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nnWorking in a fast-paced service environment.
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nnLearning complex financial and operational concepts.
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nnPursuing licensing and professional development opportunities.
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nnBuilding a long-term career path within financial service
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n nSuccess Criteria: Success in this role requires balancing responsiveness, service quality, accuracy, and productivity metrics. Associates are expected to manage multiple advisor interactions while maintaining excellent service and meeting established performance expectations.
nSuccessful Financial Services Professionals are:
nnnNaturally curious and motivated to learn.
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nnComfortable working in a fast-paced environment.
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nnStrong communicators who remain calm under pressure.
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nnEffective problem solvers who enjoy helping others.
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nnInterested in building a long-term career in financial services.
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nnOpen to continuous development and licensing opportunities.
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n nThe strongest candidates demonstrate:
nnnGenuine interest in building a long-term career in financial services.
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nnA willingness and ability to learn complex information quickly.
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nnStrong customer service and relationship-building skills.
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nnResilience when dealing with difficult situations.
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nnProfessional communication skills.
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nnCoachability and a growth mindset.
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nnAbility to remain calm and professional under pressure.
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n nStart Date: November 2, 2026
nLocation: ONSITE / HYBRID in downtown Tempe
nnnTraining will be ONSITE for the first 4-6 weeks (no time off permitted first 6 weeks)
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nnAfter onsite training, candidates must be comfortable with up to 4 days a week onsite and eligibility for 1 day remote based on performance (this will be based on business need)
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n nTraining Schedule: 5 days on-site for the first 4-6 weeks of training (7:30AM to 3:30PM Arizona Time Zone)
nnPost-training schedules and on-site requirements will be determined by the manager
n nRegular Shift: Full time, Monday-Friday, structured 8-hour schedule will be assigned between the hours of 8:00AM-8:00PM EST (5AM-5PM MST/
n6AM-6PM MST depending on daylight savings)
nStability
nnnFortune 500 company
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nnNearly $17 billion in annual revenue
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nnSignificant recent growth
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nnIndustry leader
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n nCareer Growth
nnnDirect hire
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nnInternal mobility
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nnProfessional development
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nnLeadership opportunities
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n nCulture
nnnGreat Place to Work® Certified
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nnEquality 100 Award recipient
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nnRecognized internship and early talent programs
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n nMarketability
nnnFinancial services experience
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nnExposure to advisors
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nnWealth management industry knowledge
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nnLicensing opportunities
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n nJob Type & Location
nThis is a Permanent position based out of Tempe, AZ.
nPay and Benefits
nThe pay range for this position is $ - $ /yr.
nIndividual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
nDental, Medical, Vision, Health Savings Account, 401k
nWorkplace Type
nThis is a fully onsite position in Tempe,AZ.
nApplication Deadline
nThis position is anticipated to close on Oct 3, 2026.
nAbout TEKsystems
nWe're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
nThe company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
nAbout TEKsystems and TEKsystems Global Services
nWere a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
nThe company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
nSan Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
nMassachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
nUse of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.
Worksite address
tempe, AZ, 85285, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.