Financial Services Professional

Description

Our client is seeking motivated professionals who are interested in building a long‑term career in financial services. Successful candidates are typically early career professionals with interest in customer service, client support, banking, insurance, operations, leadership, hospitality, or other fast‑paced service environments.

• Candidates with a college degree and/or relevant work experience tend to be the most successful in this role.
• Must have an interest in financial services.
• They’ve seen success with hiring a variety of educational backgrounds, including Liberal Arts.
• They would like to cast a wider net beyond just recent grads for the September cohort. Recent grads can be a strong talent source, but they’ve seen success with candidates who bring a broader range of professional experiences.
• Individuals coming from the Service Industry typically have what it takes to be successful in this role, as they are experienced in providing a high level of service in a demanding environment.
• Previous customer service experience is a strong indicator of success. Candidates who have experience identifying solutions quickly, taking ownership of interactions from start to finish, and explaining complex situations in a clear and simple way typically perform well in this role.
• High-end Customer Service Skills – must be able to communicate clearly, ask questions, and identify appropriate solutions.
• A major aspect of this position will be handling inbound calls, and service inquiries from Financial Advisors (35‑40 calls per day)
• Strong written and verbal communication skills are critical. Candidates should be able to communicate with clarity, professionalism, and confidence across a variety of interactions.

• SIE Certification (not required) – if someone already has their SIE, they could qualify for higher pay.

• Build trust through positive interactions
• Ability to learn new systems, processes, and concepts quickly
• Enjoy helping others solve problems
• Ability to manage multiple priorities simultaneously
• Enthusiastic about Financial Services
• Ability to remain professional and composed under pressure
• Behavioral Attributes:
• Customer‑focused
• Detail‑oriented
• Dependable
• Adaptable
• Professional
• Motivated to learn
  
  Team‑oriented
• Resilient

Expectations:
This is not a traditional call center role, nor is it simply customer service. 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.

Day‑to‑Day:
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.

• Taking inbound calls from financial advisors throughout the day.
• Researching and resolving complex service issues.
• Navigating multiple systems and resources simultaneously.
• Learning and applying new financial services concepts, policies, and procedures.
• Balancing quality service with productivity expectations.
• Collaborating with internal business partners to find solutions.
• Building trust and credibility with advisors through every interaction.
• Candidates should understand that this role includes:
• Supporting financial advisors.
• Handling inbound advisor calls.
• Working in a fast‑paced service environment.
• Learning complex financial and operational concepts.
• Pursuing licensing and professional development opportunities.
• Building a long‑term career path within financial service

Success Criteria:
Success in this role requires balancing responsiveness, service quality, accuracy, and productivity metrics. Associates are expected to manage multiple advisor interactions while maintaining excellent service and meeting established performance expectations.

• Naturally curious and motivated to learn.
• Comfortable working in a fast‑paced environment.
• Strong communicators who remain…