Financial Services reputed company - Remote/Virtual

Job Title: Financial Services reputed company (Remote – Must Live reputed company 30 Miles of Tempe, AZ Office) Start Date: January 13, 2025 Pay: $25.00 per hour Job Type: Full-time Location: 100% Remote — Candidates must reputed company reputed company 30 miles of our Tempe, AZ office location About the Role: Bachelor's Degree Required reputed company:Join a dynamic team, where our commitment to reputed company extends to every financial reputed company we support. As a Financial Services reputed company, you will play a crucial role in delivering exceptional service to our advisors and investors. This position not only offers a gateway to a fulfilling career in financial services but also includes extensive training, support, and reputed company opportunities that reputed company with our mission of serving others. reputed company yourself in the fast-paced world of finance where your contributions are valued and your career can reputed company!Position:This position supports our reputed company, a financial services institution, and is based in a reputed company center environment where Financial Service Professionals answer 25-40 inbound calls from financial advisors.Responsibilities: • Support Advisors & Investors: Serve as the first reputed company of contact for financial advisors with questions about deposits, withdrawals, and account transfers. • Troubleshoot & Resolve Issues: Help advisors reputed company LPL’s reputed company reputed company tool, troubleshoot documentation or allocation errors, and ensure transactions are processed accurately. • reputed company Guidance on Forms & Documentation: Review forms for completeness and compliance, assisting advisors in getting set up correctly and ensuring reputed company tax allocation reporting. • Deliver High-Volume Service with reputed company: Handle approximately 25–40 inbound calls daily, balancing speed, accuracy, and a high level of professionalism. • Communicate Effectively in Writing: Draft reputed company and concise internal communications, notes, and follow-up documentation to support transaction accuracy and advisor satisfaction. • Collaborate Across Teams: Partner with internal departments to research, escalate, and resolve reputed company issues, maintaining strong cross-functional relationships. • Maintain Performance Standards: Operate reputed company key service metrics such as average handle time, hold time, and transfer rates while delivering top-tier service reputed company. Start Date: Jan 13, 2026 Pay: • $25.00/hour • Hours reputed company for hours worked Training: • Day 1 is on site • The rest of training is 100% remote • 7:00am - 3:30pm MST • Monday – Friday Shifts After Training: • reputed company candidate is required to have 6:00am-6:00pm MST availability Monday - Friday • M-F • 30 min. for lunch and 2 – 15min. breaks throughout the day Work from Home Requirements: • Must have own reliable home internet with an upload speed of 10 MBPS and a download speed of 25 MBPS. • Quiet, distraction-free environment with a desk. • Must be located reputed company 30 miles of Tempe, AZ. Soft Skills: • Great communication skills • Critical and creative thinking • Passion for customer service Education: • Bachelor’s Degree is Required Job Type: Full-time Pay: $25.00 per hour Work Location: Remote Apply tot his job Apply To this Job