Position Overview:

We are seeking a Client Service Specialist to join the team of one of our highly esteemed Fortune 500 clients. In this role, you will provide outstanding service to a high performing team of Financial Advisors, serving as a key point of contact for financial inquiries and transactions. This is a great opportunity for individuals who thrive in fast-paced, team environments and are interested in building a career in the financial services industry.

Key Responsibilities:

• Provide world-class customer service to a large team of Financial Advisors by embodying client-centric values and delivering stellar experiences with every interaction
• Support advisors calling in with questions, concerns, and other matters related to commission and compensation systems and disbursements
• Conduct thorough research and utilize multiple databases to provide accurate solutions
• Work closely with internal teams to ensure efficient and effective issue resolution, while emphasizing a team-oriented approach
• Engage in regular coaching sessions, career development activities, and participate in events to connect with colleagues and build a sense of community

Qualifications:

• Bachelor’s degree in a related field
• 1-2+ years of experience within investment/banking services
• Securities Industry Essentials (SIE) license required or must be obtained within first few months of the role
• Excellent attention to detail and ability to navigate multiple systems simultaneously

Pay:

• $20 - $22 /hr

Location:

• Tempe, AZ 85281
• HYBRID, 3 days in office & 2 days at home

Schedule:

• Monday - Friday
• 8:00 am - 4:30 pm

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TalentBridge -- Connecting People with Their Purpose

As one of the nation’s leading professional recruiting companies, TalentBridge successfully places thousands of candidates in their dream jobs every year.

At TalentBridge, we’re passionate about connecting people with their purpose, and we go above and beyond to be the trusted partner to the people we serve. We value relationships over transactions – relationships grounded in open communication and honesty. We’re built on collaboration and teamwork — both with internal team members and with each and every candidate we represent. And that goes beyond a vested interest in your professional success, to rooting for your personal success.

We’re not just another staffing company churning and burning our way through candidates. Our seasoned recruiting professionals love what they do – the Charlotte Observer named us a Top Workplace two years running – and they’re great at it!

We know success begins with personal connections, so we work hard every day to get to know the person behind the resume so we can help our candidates find the best job, not just a job.

That’s a fantastic reason to get out of bed every morning, and we’re excited to share it with an expanding team. Will you join us?

Proven Process

We follow a disciplined, proven process to help ensure success in matching high-quality candidates with high-performance companies. It starts with an in-depth understanding of your skills and experience. It continues with a deep dive into your passions which, in turn, help us to find your purpose. It’s a process that goes well beyond your resume – one that values relationships over transactions in order to optimize success in your job search.