Financial Services Professional - Remote/Virtual

Job Title: Financial Services Professional (Remote – Must Live Within 30 Miles of Tempe, AZ Office) Start Date: January 13, 2025 Pay: $25.00 per hour Job Type: Full-time Location: 100% Remote — Candidates must reside within 30 miles of our Tempe, AZ office location About the Role: Bachelor's Degree Required Overview:Join a dynamic team, where our commitment to excellence extends to every financial professional we support. As a Financial Services Professional, you will play a crucial role in delivering exceptional service to our advisors and investors. This position not only offers a gateway to a fulfilling career in financial services but also includes extensive training, support, and growth opportunities that align with our mission of serving others. Immerse yourself in the fast-paced world of finance where your contributions are valued and your career can flourish!Position:This position supports our client, a financial services institution, and is based in a call center environment where Financial Service Professionals answer 25-40 inbound calls from financial advisors.Responsibilities: • Support Advisors & Investors: Serve as the first point of contact for financial advisors with questions about deposits, withdrawals, and account transfers. • Troubleshoot & Resolve Issues: Help advisors navigate LPL’s Move Money tool, troubleshoot documentation or allocation errors, and ensure transactions are processed accurately. • Provide Guidance on Forms & Documentation: Review forms for completeness and compliance, assisting advisors in getting set up correctly and ensuring proper tax allocation reporting. • Deliver High-Volume Service with Quality: Handle approximately 25–40 inbound calls daily, balancing speed, accuracy, and a high level of professionalism. • Communicate Effectively in Writing: Draft clear and concise internal communications, notes, and follow-up documentation to support transaction accuracy and advisor satisfaction. • Collaborate Across Teams: Partner with internal departments to research, escalate, and resolve complex issues, maintaining strong cross-functional relationships. • Maintain Performance Standards: Operate within key service metrics such as average handle time, hold time, and transfer rates while delivering top-tier service quality. Start Date: Jan 13, 2026 Pay: • $25.00/hour • Hours paid for hours worked Training: • Day 1 is on site • The rest of training is 100% remote • 7:00am - 3:30pm MST • Monday – Friday Shifts After Training: • Each candidate is required to have 6:00am-6:00pm MST availability Monday - Friday • M-F • 30 min. for lunch and 2 – 15min. breaks throughout the day Work from Home Requirements: • Must have own reliable home internet with an upload speed of 10 MBPS and a download speed of 25 MBPS. • Quiet, distraction-free environment with a desk. • Must be located within 30 miles of Tempe, AZ. Soft Skills: • Great communication skills • Critical and creative thinking • Passion for customer service Education: • Bachelor’s Degree is Required Job Type: Full-time Pay: $25.00 per hour Work Location: Remote Apply tot his job

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