New

Financial Advisor Specialist

TEKsystems
$25.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, Illinois, Chicago
Jan 09, 2025
Schedule: M-F, Flexible hours, Hybrid work environment Description: The Advisor Services Relationship Manager supports Financial Advisors on new client and account set-up procedures and issues, in addition to account change request support and tracking. The Advisor Services Relationship Manager also provides administrative training and website usability support. In this role, you will have opportunity for career progression as you develop your knowledge and experience. Responsibilities: * Provide telephone-based administrative training to Advisors and Sales, as needed, to communicate procedures, documentation requirements and account processing methodologies * Adheres to Service Center Standards (balances Advisor need with service center metrics) * Receives incoming calls from Advisors and Sales and addresses questions, issues and concerns. Takes total ownership and accountability to all interactions with internal and external customers * Initiates outbound communications with Advisors and Sales regarding open issues and concerns based on inquiries * Must have strong oral and written presence by being positive, energetic, helpful, professional, clear and confident * Reports all "outside/in" and "inside/out" defects to the Customer Experience Group and communicates ongoing progress toward resolution to the Advisor until the resolution is completed; provides feedback to the Advisor regarding changes in corporate policies/procedures or related areas which were implemented as a result of the identified deficit * Continually evaluate day-to-day activities for process improvement opportunities; speaks about outages, offers solutions and makes improvements; Must be solution-oriented * Participate in selected departmental process improvement initiatives and duties as assigned * Manage firm risk by setting appropriate expectations * Supports and adheres to departmental standards for call management Required Qualifications: * Bachelor's degree (ideally in Finance, Accounting, or business) or equivalent experience * Any relevant professional experience * Strong written and oral communication skills Best VS Avg: Understanding of financial information. Having a Bachelors Degree in Finance/Accounting. 1+ years of experience within customer service environment, ideally Finance. Pay and Benefits The pay range for this position is $25.00 - $25.00 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 Chicago,IL 60606. Application Deadline This position will be accepting applications until Jan 22, 2025. About TEKsystems: 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.