Advisor Phone Support

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 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 

Qualifications & Skills:

Must Haves:

2-5 Years Investment Industry Experience: Wealth Management, Wealth Advisor, Financial Advisor, etc.

Customer Service in a Call/Contact Center Setting

Strong technical ability in navigating multiple systems

Highly Preferred:

Experience with companies such as SEI, Asset Mark, Fidelity, Commonwealth, BNY Mellon, Charles Schwab, Edward Jones, Morgan Stanley.

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

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.