Our client, a wealth management firm, is looking for a Financial Customer Service Specialist to join their team. This is a long-term contract position and hybrid in Phoenix, AZ.

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

Education Requirements:

Minimum of high school diploma or equivalent (GED) is required.

Basic Requirements:

2+ years experience in financial services operations or broker-dealer setting

Call center experience

Preferred Requirements:

4+ years related brokerage experience

CRM experience / Sales Force experience

Series 7 license