Job Information
TEKsystems Advisor Services Specialist (On-site) in Concord, California
6 month contract to hire! Hybrid Opening!
Description
The Advisor Services Relationship Manager provides support to 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.
Any candidates with chat experience or were on an email team, that would be great as we are looking to build out our eservice team that will eventually also own chat
Strong work ethic is important i.e desire to learn, ability to show up to work on time every day (no calling out or asking to work from home), engaged, etc.
Open to working any shift between 5am and 5pm PST
Previous Customer Service/phone Experience is desired but not mandatory
Would love someone who is looking for a career not just a job, as we have a lot of growth opportunities for those who want it
Required Qualifications:
Bachelor’s degree or equivalent experience
Minimum of 2 years financial services industry experience
Private Banking Financial Investment
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 Concord,CA.
Application Deadline
This position will be accepting applications until Jan 25, 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.