Advisor / Brokerage Support Representative

Advisor / Brokerage Phone Support Representative

I am currently hiring 2+ Advisor / Brokerage Phone Support Representatives for a major financial firm for an upcoming start class in January or February. These are long term contract opportunities to work for an established Investment Banking Firm. Extensive benefits are provided such as health/dental/vision/401k matching, as well as licensing reimbursement for obtaining Series 7/63 licensing down the road. Prior investment and/or banking experience is required. Roles are hybrid (4 days a week in office, 1 remote) for those located in the following locations: Atlanta, GA; St. Petersburg, FL; Scottsdale, AZ; Omaha, NE. Hours of operation for the department are 7am - 8pm EST; later shifts are awarded to those on AZ/CST.

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:

• Must Have: 2+ Years Investment or Banking Industry Experience; Customer Service in a Contact Center Setting; Strong technical ability in navigating multiple systems; Ability to critically think and problem solve
• Highly Preferred Qualifications: Candidates who have the SIE Certificate; Candidates with a Series 7 or Series 63; Experience with systems such as Salesforce and NetX360; Education/Licenses Bachelor's Degree Preferred in Finance/Business; Series 7 or Series 6 License Preferred; SIE certificate Preferred

Job Type & Location

This is a contract to hire position based out of Scottsdale, AZ. Pay and Benefits The pay range for this position is $20.00 - $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 Dec 16, 2025.

About TEKsystems

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.