Advisor Support Representative

Are you looking for a career in wealth management or investment services? We have a great opportunity for you. As a member of our Advisor Support team, you will support our advisors and your team members in all aspects of operational and transition activities. You will collaborate with others in all aspects of Financial Advisor support in all stages of our processes. Your insightful contribution will help improve our service. You will be part of a training cohort to prepare you to support our advisors.

Responsibilities

• Providing support, answering questions, researching issues for our Financial Advisors.

• Learn and support various financial products.

• Support operational team on financial transaction and account maintenance.

• Use of various software / financial platforms.

• Educate Advisors where to find online information.

• All other duties as assigned.

• Receives about 30-50 inbound calls daily; may occasionally need to make an outbound call if further follow up is needed.

• Common calls include money movement, retirement, technical issues, new account opening procedures, processing forms, navigation of new/current systems

• Mainly calls with financial advisors, sometimes with clients.

• Receives calls from advisors, support staff, advisor assistants etc. And many times the calls are longer in nature and research heavy.

• De-escalate client/advisor situations (many of their advisors are sometimes elderly and have been in the industry for years and years and may call frustrated with system changes).

• Assist with money movements.

• Set up new investment accounts.

• Work primarily through proprietary systems, but receive calls through Cisco Call Center, utilize Pershing as their clearing house.

Qualifications

• Bachelors degree preferred in Finance/Business.

• 2-5 Years of financial services companies required (wealth management/broker dealer/insurance experience preferred).

• Customer Service in a Contact Center Setting.

• Strong technical ability in navigating multiple systems.

• Ability to critically think and problem solve.

Highly Preferred

• Candidates who have the SIE Certificate.

• Candidates with a Series 7 or Series 63 (Higher compensation for this candidates)

• Candidates with experience with systems such as Salesforce and NetX360

Pay and Benefits

The pay range for this position is $21.00 - $27.50

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the 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)

Workplace Type

This is a hybrid position in Phoenix,AZ.

Application Deadline

This position will be accepting applications until Jan 22, 2025.

About TEKsystems:

We'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.

The 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.