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Investment Advisor Support Specialist
Investment Advisor Support Specialist-March 2024
Phoenix
Mar 29, 2026
About Investment Advisor Support Specialist

  I am currently hiring 15+ Advisor Support Specialists 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 are interviewing ASAP.

  Roles are Hybrid - they are hiring at the following hub locations

  Preferred Locations:

  Atlanta, GA

  Phoenix, AZ

  Omaha, NE

  Secondary Locations:

  Oakdale, MN

  St. Petersburg, FL

  Jersey City, NJ

  Schedule: Hours of operation for the department are 8am - 8pm EST; later shifts are awarded to those in different time zones

  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 have been in the industry for 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

  SIE or Series licensing 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.

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