Advisor Services Specialist #37783
Admin/Office Phoenix, AZ
Contract Mar 25, 2025
Admin/Office
Job Title: Advisor Services Specialist
Job Overview:
We are seeking a dedicated and detail-oriented Advisor Services Specialist to join our client and play a vital role in supporting financial advisors in delivering exceptional service to their end clients. This hybrid, temporary-to-hire position, based in either Phoenix, AZ or Chicago, IL, focuses on providing responsive support, training, and platform guidance to advisors utilizing a financial services platform.
Compensation:
Work Schedule:
Key Responsibilities of the Advisor Services Specialist:
Qualifications and Skills for the Advisor Services Specialist:
Why Join Us?
This role offers a unique opportunity for professional growth within the financial services industry. After completing training, successful team members may move into other roles, with career pathways that include leadership, training, and analytics. You'll be supported by a collaborative environment that values service excellence and continuous learning.
About Us:
Contemporary Staffing Solutions (CSS) is a trusted leader in providing contract, temporary, temp-to-hire, and direct hire staffing solutions. With decades of experience, we’ve grown from a staffing agency to a nationwide provider of workforce management solutions. Our niche recruitment expertise spans Accounting & Finance, Call Center & Office Support, Human Resources, Sales & Marketing, and Information Technology.
Explore more about CSS and how we connect great talent with exceptional opportunities by visiting www.ContemporaryStaffing.com.
Job Overview:
We are seeking a dedicated and detail-oriented Advisor Services Specialist to join our client and play a vital role in supporting financial advisors in delivering exceptional service to their end clients. This hybrid, temporary-to-hire position, based in either Phoenix, AZ or Chicago, IL, focuses on providing responsive support, training, and platform guidance to advisors utilizing a financial services platform.
Compensation:
- $25.00/hour
Work Schedule:
- Monday through Friday, 8-hour shifts during standard business hours
- Arizona candidates may be required to work until 6:00 PM or start at 7:00 AM local time
- Hybrid schedule: Work from home on Monday and Friday, onsite Tuesday through Thursday
- Training follows the same hybrid schedule
Key Responsibilities of the Advisor Services Specialist:
- Provide inbound phone support to financial advisors and their staff
- Deliver administrative training and guidance on platform usability
- Collaborate with internal teams to resolve client requests efficiently
- Partner with sales consultants to ensure high advisor satisfaction
- Take ownership of service requests and provide consistent follow-up
- Promote a client-first service approach that builds loyalty and growth
- Proactively identify and escalate service concerns to ensure timely resolution
- Contain service-related issues and provide clear communication throughout the process
- Share feedback to help improve platform functionality
- Help mitigate risk by setting accurate expectations and offering clear direction
Qualifications and Skills for the Advisor Services Specialist:
- Strong customer service orientation with a desire to help others
- Excellent verbal and written communication skills
- High level of integrity and the ability to learn quickly
- Ability to manage risk and set clear expectations with clients
- Willingness to participate in process improvement initiatives
- Adherence to service standards and departmental procedures
- Knowledge or the ability to learn about the financial services/investment industry
Why Join Us?
This role offers a unique opportunity for professional growth within the financial services industry. After completing training, successful team members may move into other roles, with career pathways that include leadership, training, and analytics. You'll be supported by a collaborative environment that values service excellence and continuous learning.
About Us:
Contemporary Staffing Solutions (CSS) is a trusted leader in providing contract, temporary, temp-to-hire, and direct hire staffing solutions. With decades of experience, we’ve grown from a staffing agency to a nationwide provider of workforce management solutions. Our niche recruitment expertise spans Accounting & Finance, Call Center & Office Support, Human Resources, Sales & Marketing, and Information Technology.
Explore more about CSS and how we connect great talent with exceptional opportunities by visiting www.ContemporaryStaffing.com.