Home
/
Comprehensive
/
Investment Advisor Support Specialist
Investment Advisor Support Specialist-August 2024
St. Petersburg
Aug 4, 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.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Animal Care Technician 1 - Comparative Research Center - Full-time
Job Description Location: Chicago, IL Hospital: RUSH University Medical Center Department: Comparative Research Center Work Type: Full Time (Total FTE between 0.9 and 1.0) Shift: Shift 1 Work Schedul
CUSTOMER AMBASSADOR (FULL TIME)
Crothall Healthcare We are hiring immediately for a full time CUSTOMER AMBASSADOR position. Location: Texas Health Plano - 6200 W Parker Road, Plano, TX 75093.Note: online applications accepted only.
Restaurant Crew
Create Your Experience of a Lifetime! Come work and play in the mountains! Whether it’s your first-time seeing snow or you were born on the slopes, joining our team means discovering (or re-discoveri
Water Leak Detection Technician
Leak Detection Job Summary: Provide leak detection and line locating services to clients as part of a fast growing National company. We're Looking for a mechanically oriented and highly motivated per
Pharmacy Operations Manager
Job Description: Where state and federal laws/regulations allow, accountable for performing day-to-day non-clinical pharmacy operations, administrative activities; Ensures efficient pharmacy workflow
Senior Associate, Lead Management
Business Title: Senior Associate, Lead Management Requisition Number: 108903 - 28 Function: Business Support Services Area of Interest: State: GA City: Atlanta Description: Known for being a great pl
Advisor IT ICS Cyber Security
Title: Advisor IT ICS Cyber SecurityLocation: United States-Texas-HoustonOther Locations: Description Occidental is an International Energy Company with operations in the United States, Middle East,
Certified Nursing Assistant - CNA
BenefitsNursing Student Loan Debt Repayment and Tuition AssistanceVariable compensation plansTuition, Travel, and Wireless Service DiscountsEmployee Assistance Program to support mental healthEmploye
Sea Logistics Customer Care Specialist, Import
You will be joining our Customer Care Team to add your expertise + skills to the delivery of Customer Excellence. Your Role You will support customers by providing helpful information, answering ques
Fire Suppression Technician
Established in 2009, Impact Fire Services was the vision of a group of experienced industry professionals that wanted to build a best-in-class fire protection and life safety company. Through superio
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved