Address
Form of workDescription:
- Handling and researching inquiries and requests through multiple contact points such as phone calls and email.
- First point of contact for assisting Advisors and their staff with inquiries and requests.
- Initiating outbound calls and emails to third-party sponsors and carriers to research commissions and trails.
- Supporting teammates and the department on other compensation tasks and activities.
- Sharing ideas to improve and enhance the advisor experience
Qualifications:
- Minimum of one year in customer service related or comparable industry
- Proficiency in Microsoft Office (e.g. Excel)
Skills:
- MS Office Suite
- Oracle
- Siebel
- BranchNet
Additional Skills & Qualifications:
- Bachelor's Degree
- Financial Services
Experience Level:
- Intermediate Level
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.
