Financial Services Call Center Rep
Listed on 2026-08-14
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Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Financial Services Professional
Hybrid Schedule after training!!
* Launch Your Career in Financial Services!! This is a full-time, direct-hire opportunity with one of the nation's leading financial services organizations. Whether you're coming from financial services, banking, retail leadership, hospitality, customer service, or another client-focused environment, this role offers a structured path into a thriving industry with significant long-term growth potential.
- This is a Direct Placement position!!*
- Hybrid Schedule after training!!
* Launch Your Career in Financial Services!! This is a full-time, direct-hire opportunity with one of the nation s leading financial services organizations. Whether you re coming from financial services, banking, retail leadership, hospitality, customer service, or another client-focused environment, this role offers a structured path into a thriving industry with significant long-term growth potential.
- Full-Time Direct Hire
- Permanent Employee Position
- Bonus Opportunities
- Comprehensive Benefits
- Career Development & Licensing Support
- Hybrid Schedule after Training
Job Description
As a Financial Services Professional you are often the first point of contact for financial advisors who rely on you to help them serve their clients and grow their businesses. Each day, you ll handle a high volume of inbound calls and inquiries from financial advisors, helping them navigate account questions, operational processes, technology tools, and service requests. Advisors are often working under tight deadlines, so responsiveness, professionalism, and problem-solving skills are critical.
Financial Services Professional Required Experience- Must have an interest in Financial Services
- Minimum 1-3 years of customer service or call center experience
- Previous banking or financial services experience a plus
- Sign on bonus available for candidates who have already obtained their SIE
- Bonus structure in place after 90 days!
- Great company benefits for this career opportunity!!
- Training:
Mon-Fri from 7:30am - 3:30pm for 4-6 weeks - After training must be available for any schedule Mon-Fri between 5:00am - 6:00pm
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