Overview:

　　Act as an Advisor Representative, you will have the opportunity to partner directly with Financial advisors for a top institution to handle all inquiries and processes that may arise. In this PERMANET role, you will work on a hybrid schedule to best approach assistant across needs such as money transfers, trust management, and account changes.

　　Additional Responsibilities Include:

　　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 for escalated problems

　　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

　　Skills:

　　Wealth management

　　Investments

　　Financial

　　Mutual Fund

　　Financial services

　　Banking

　　Finance Brokerage

　　Customer service oriented

　　Qualifications:

　　2-3 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 Q:ualifications but not required

　　SIE Certificate

　　Series 7 or Series 63 License

　　Salesforce and NetX360

　　Bachelor's Degree Preferred in Finance/Business

　　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.