Job Title: Advisor Services Specialist
 

Job Overview:
We are seeking a motivated and service-driven Advisor Services Specialist to support financial professionals in delivering exceptional service to their clients. This hybrid, contract-to-hire opportunity based in either Phoenix, AZ or Chicago, IL, involves providing high-quality, phone-based support to financial advisors using our client's investment platform. This is a relationship-centered role with strong potential for career advancement into account management or other specialized service roles.
 

Compensation:
• $25.00/hour
 

Work Schedule:
• Monday to Friday, 8-hour shifts within standard business hours
• Hybrid schedule: Work remotely on Mondays and Fridays; work onsite Tuesdays through Thursdays
• Arizona-based candidates must be available to work as early as 7 AM or as late as 6 PM local time, depending on shift
 

Key Responsibilities of the Advisor Services Specialist:
• Handle 20–25 inbound service calls daily (occasionally up to 40), focusing on relationship-building, not just transactional support
• Provide guidance on account openings, platform navigation, broker/dealer transitions, and submission processes
• Collaborate with internal teams and follow through on tickets and advisor requests
• Proactively communicate updates and resolutions to financial advisors
• Deliver empathetic, tailored support to clients and help maintain strong advisor relationships
• Identify opportunities for platform improvement and report advisor feedback
• Manage and reduce client risk by setting clear expectations and offering accurate guidance
• Uphold service quality standards, including low hold times, minimal missed calls, and consistent reliability
 

Qualifications and Skills for the Advisor Services Specialist:
• Strong service mindset with a passion for helping others
• Outstanding communication and interpersonal skills—able to build rapport and probe for needs
• Comfortable navigating multiple computer systems and learning new technologies
• Quick learner with the ability to grasp financial concepts and terminology
• Strong attention to detail and ability to manage follow-ups independently
• Proven problem-solving and critical thinking abilities
• Reliable and professional—punctuality and consistent attendance are essential
• Financial services or client-facing experience preferred, but open to entry-level candidates with drive and aptitude
• Interest in a long-term career in client service or financial operations
 

Why Join Us?
This is more than a customer service role—it’s an opportunity to build a career in financial services. Successful candidates may grow into Relationship Manager roles or pursue specialized service or leadership paths. You'll work in a supportive, high-performance environment that values ownership, empathy, 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.

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