Advisor Services Specialist
 TEKsystems | |
$25.00 / hr
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life insurance, sick time, 401(k), retirement plan
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 United States, California, Concord | |
 Jan 08, 2025 | |
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Are you interested in a career in investment services or wealth management? Look no further! We are looking for an Advisor Services Specialist for a support a wealth management client. 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. The Advisor Services Specialist also provides administrative training and website usability support. If you're looking for a non-sales career in wealth management, this is the role that you!
*Qualifications:* * Bachelor's degree in finance/business preferred. * Minimum of 2 years financial services industry experience required. * Private Banking/Financial Investment experience is preferred but not required. * Candidates without financial services experience but have online chatbot customer service experiences can be considered but need to be experienced. *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 22, 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. | |