Customer Service Rep - Series 7
Apex Systems, San Diego, CA, United States
Financial Services Representative
We are seeking a Financial Services Representative for a Banking client. Location: Fort Mill, SC or San Diego, CA or Tempe, AZ (Must be able to work onsite 3 days per week in one of the listed locations.) Length: 6+ month Assignment (Chance for extension or fulltime conversion.) Pay: $24 - $26/hour W2 Shift Information: For the 1st 3 months of training hours will be 9am
5:30pm. After training has completed the hours will shift to 10:30am
7:30pm. o In the future as you gain more seniority there could be a chance to move back to 1st shift. Skills: Must have an active Series 7 license. Experience working in a Call Center type environment. Knowledge of mutual funds, annuities, general securities, and other financial products. Tech savvy to help with basic system support (Navigation, etc.). Comfortable handling 2040+ inbound calls per day in a high-volume service center that supports a wide range of inquiries, aiming to resolve issues independently whenever possible while recognizing that occasional escalations may be necessary. 3 full months of training during normal hours, reading manuals, shadowing calls, doing compliance training, etc. Inbound Call Topics: Slip IDs: Reps help advisors and clients with unique payment tracking numbers that ensure fees, filings, and transactions are correctly processed and reconciled. Insurance appointments: They manage licensing appointments with state regulators so advisors are authorized to sell insurance products in the right jurisdictions. Rep registrations: They handle registrations for financial representatives, including onboarding, compliance checks, and maintaining records with FINRA and state agencies. Marketing reimbursement: They process and track advisor requests for reimbursement of approved marketing expenses, ensuring compliance with company policies and timely repayment. Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide. EEO Employer Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at employeeservices@apexsystems.com or 844-463-6178.
We are seeking a Financial Services Representative for a Banking client. Location: Fort Mill, SC or San Diego, CA or Tempe, AZ (Must be able to work onsite 3 days per week in one of the listed locations.) Length: 6+ month Assignment (Chance for extension or fulltime conversion.) Pay: $24 - $26/hour W2 Shift Information: For the 1st 3 months of training hours will be 9am
5:30pm. After training has completed the hours will shift to 10:30am
7:30pm. o In the future as you gain more seniority there could be a chance to move back to 1st shift. Skills: Must have an active Series 7 license. Experience working in a Call Center type environment. Knowledge of mutual funds, annuities, general securities, and other financial products. Tech savvy to help with basic system support (Navigation, etc.). Comfortable handling 2040+ inbound calls per day in a high-volume service center that supports a wide range of inquiries, aiming to resolve issues independently whenever possible while recognizing that occasional escalations may be necessary. 3 full months of training during normal hours, reading manuals, shadowing calls, doing compliance training, etc. Inbound Call Topics: Slip IDs: Reps help advisors and clients with unique payment tracking numbers that ensure fees, filings, and transactions are correctly processed and reconciled. Insurance appointments: They manage licensing appointments with state regulators so advisors are authorized to sell insurance products in the right jurisdictions. Rep registrations: They handle registrations for financial representatives, including onboarding, compliance checks, and maintaining records with FINRA and state agencies. Marketing reimbursement: They process and track advisor requests for reimbursement of approved marketing expenses, ensuring compliance with company policies and timely repayment. Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide. EEO Employer Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at employeeservices@apexsystems.com or 844-463-6178.