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Description

Summary: As a member of our Advisor Support team, you will support our advisors and your team members in all aspects of operational and transition activities. You will collaborate with others in all aspects of Financial Advisor support in all stages of our processes. Your insightful contribution will help improve our service. You will be part of a training cohort to prepare you to support our advisors. Responsibilities: • Providing support, answering questions, researching issues for our Financial Advisors • Learn and support various financial products • Support operational team on financial transaction and account maintenance • Use of various software / financial platforms • Educate Advisors where to find online information • All other duties as assigned • 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 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, banking operations, Series 6, Series 7, Mutual fund, Financial services, Banking, brokerage, brokerage banking, Customer service oriented, Call center, Microsoft office, series 63, Brokerage operations

Top Skills Details

Wealth management,Investments,Financial,banking operations

Additional Skills & Qualifications

Must Have - 2-5 Years Investment Industry Experience (some companies that have worked well have been people who come from SEI, Asset Mark, Fidelity, Commonwealth, BNY Mellon (Parent company of Pershing which is their clearing house), InvestNet B places to pull from - Charles Schwab, Edward Jones, Morgan Stanley (they use other programs) Customer Service in a Contact Center Setting Strong technical ability in navigating multiple systems Ability to critically think and problem solve Highly Preferred – Candidates who have the SIE Certificate Candidates with a Series 7 or Series 63 License Candidates with experience with systems such as Salesforce and NetX360 Education/Licenses Bachelor's Degree Preferred in Finance/Business Series 7 or Series 6 License Preferred (Higher Compensation is offered if they have this) SIE certificate Preferred

Experience Level

Expert Level

Job Type & Location

This is a Contract position based out of Scottsdale, AZ.

Pay and Benefits

The pay range for this position is $19.00 - $25.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Scottsdale,AZ.

Application Deadline

This position is anticipated to close on Nov 24, 2025.

h4>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.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.