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 Now
Apply Now
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 Now
Apply Now