Advisor Services Specialist - TEKsystems

We are supporting a Wealth Management client for an Advisor Services Specialist opportunity. The ideal candidate is intelligent and is interested in a career in financial services. The Advisor Services Specialist provides support to Financial Advisors on new client and account set-up procedures and issues, in addition to account change request support and tracking. This role also provides administrative training and website usability support. This role is the perfect opportunity for someone who wants a career in wealth management, this is the stepping stone opportunity to learn the business.

Job Duties:

• You will assist Financial Advisors through a mix of inbound and outbound calls related to common topics such as new accounts, transaction status, money movement, transfer of account, retirement services, and various other essential account maintenance components that help the advisor succeed in their day-to-day business.
• You will assist Financial Advisors with account access, account changes and other changes necessary.
• Provide exceptional customer service to wealth management professionals.

Qualifications:

• Bachelor’s degree or equivalent experience preferred.
• 2+ years financial services industry experience, knowledge of financial services products required.
• Private Banking Financial Investment.
• Strong attention to detail required.
• Strong multitasking skills required.

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.