0-1 years of experience
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Employment Type:
Full time
Job Category:
Customer Service
Staffing & Human Resources
Financial Services Representative
(This job is no longer available)
Tailored Management | Scottsdale, AZ
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Job Description

Our client is a Fortune 100 company that provides one of the premier work environments and corporate cultures in the Scottsdale area. They have multiple openings for individuals excited about joining a company that has recently committed over $100M and plans to triple the number of employees in the Scottsdale area.

As an FSA for our client, you will be responsible for the following:

Primary Responsibilities: Establish and maintain effective relationships in order to deliver world-class service to our clients. Handle incoming phone calls from financial advisers and branch employees related to Retirement Services. Utilize various internal and external resources and tools to provide information and resolve issues. Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research. Meet team and department service goals.

Skills required:

  • Attention to detail
  • Ability to multi-task and manage time effectively
  • Ability to establish and maintain positive client relationships
  • Ability to diagnose and solve problems creatively
  • Ability to recognize and diffuse potential issues and/or difficult interactions
  • Excellent communication (written and oral) and listening skills
  • Desire and ability to learn quickly and apply knowledge to various situations
  • Bachelor's Degree highly preferred.

About Tailored Management

Looking for your next career opportunity, but not sure how to get there? You’ve come to the right place! At Tailored Management, helping people move into the next phase of their career is what we do. We staff all across the country for Fortune 500 companies, and in a huge variety of industries. With our career counseling services, all of those opportunities can be at your fingertips.