New Grad January 2027 - Financial Service Professional (Tempe)
Core
Provide exceptional service to financial advisors and their investors by handling inbound contacts, resolving issues, and conducting research.
Role type
Entry-level Financial Service Professional (Client Support)
Builds
Client support and advisor assistance for a wealth management firm
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Problem-solving, critical thinking, verbal communication, written communication, attention to detail, ability to navigate multiple systems
Preferred skills
High empathy, initiative, creativity, continuous improvement mindset
Responsibilities
Handle 25-30 daily inbound contacts from advisors and investors, resolve account inquiries and support complex financial transactions, conduct detailed research in databases, collaborate with internal teams
Seniority
New Grad / Entry-level