Advisor Phone Support Representative

　　HYBRID

　　Direct Placement Position

　　Salary: $40k-$55k

　　Schedule: Monday-Friday between the hours of 7:30am-8:00pm EST (40 hour work week)

　　I am currently hiring 15+ Advisor Phone Support Representatives to a major financial firm for an upcoming start class early February. These are direct placement opportunities to work for an established Investment Banking Firm. Extensive benefits are provided such as health/dental/vision/401k matching, as well as licensing reimbursement for obtaining Series 6/7/63 licensing down the road. These roles will begin interviewing in January.

　　Prior investment banking experience is required

　　Roles are Hybrid (1 day a week in office) for those located in the following locations:

　　Atlanta, GA

　　St. Petersburg, FL

　　Phoenix, AZ

　　Omaha, NE

　　Oakdale, MN

　　Jersey City, NJ

　　Schedule: Hours of operation for the department are 8am - 8pm EST; later shifts are awarded to those on AZ/CST

　　Job Description:

　　· 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:

　　· Must Have - 1+ Years Investment Industry Experience

　　· Customer Service in a Contact Center Setting

　　· Strong technical ability in navigating multiple systems

　　· Ability to critically think and problem solve

　　Highly Preferred Qualifications:

　　Candidates who have the SIE Certificate Candidates with a Series 7 or Series 63

　　License Candidates with experience with systems such as Salesforce and NetX360

　　Education/Licenses Bachelor's Degree Preferred in Finance/Business

　　Series 7 or Series 6 License Preferred (Higher Compensation is offered if possessed)

　　SIE certificate Preferred

　　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.

　　We are an equal opportunity employers and will consider all applications without regard to race, genetic information, sex, age, color, religion, national origin, veteran status, disability or any other characteristic protected by law. To view the EEO is the law poster click here. Applicants with disabilities that require an accommodation or assistance a position, please call 888-472-3411 or email [email protected]. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Messages left for other purposes will not receive a response.