Financial Services Professional - Remote/Virtual

Job Title: Financial ServicesProfessional (Remote – Must Live Within 30 Miles of Tempe, AZ Office)Start Date: January 13, 2025Pay: $25.00 per hourJob Type: Full-timeLocation: 100%Remote — Candidates must reside within 30 miles of our Tempe, AZ office locationAbout theRole: Bachelor's Degree RequiredOverview: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, 2026Pay:• $25.00/hour• Hours paid for hours workedTraining:• Day 1 is on site• The rest of training is 100% remote• 7:00am - 3:30pm MST• Monday – FridayShifts 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 dayWork 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 serviceEducation:• Bachelor’s Degree is RequiredJob Type: Full-timePay: $25.00 per hourWork Location:Remote Apply tot his job