Customer Service Rep - Series 7
Apex Systems, Tempe, AZ, United States
Overview
We are seeking a
Financial Services Representative
for a Banking client. Job #: 3025938 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.
In the future as you gain more seniority there could be a chance to move back to 1st shift.
Skills / Qualifications 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 20–40+ 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. It also offers an ESPP and a 401K program with company match after 12 months, a Health Savings Account (HSA), an Employee Assistance Program (EAP) with counseling, and other discounts. Professional development includes on‑demand training, certification prep, and access to courses after 6+ months of tenure, plus certifications through associations such as CompTIA and IIBA.
EEO Information
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, marital status, disability, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. We will consider qualified applicants with criminal histories in accordance with applicable law. If you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.
UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Apex Systems.
Apex Systems is part of the Commercial Segment of ASGN Incorporated. NYSE: ASGN. 4400 Cox Road, Suite 200, Glen Allen, Virginia 23060. Apex Systems is an equal opportunity employer and complies with applicable laws in all locations where we operate.
#J-18808-Ljbffr
We are seeking a
Financial Services Representative
for a Banking client. Job #: 3025938 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.
In the future as you gain more seniority there could be a chance to move back to 1st shift.
Skills / Qualifications 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 20–40+ 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. It also offers an ESPP and a 401K program with company match after 12 months, a Health Savings Account (HSA), an Employee Assistance Program (EAP) with counseling, and other discounts. Professional development includes on‑demand training, certification prep, and access to courses after 6+ months of tenure, plus certifications through associations such as CompTIA and IIBA.
EEO Information
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, marital status, disability, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. We will consider qualified applicants with criminal histories in accordance with applicable law. If you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.
UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Apex Systems.
Apex Systems is part of the Commercial Segment of ASGN Incorporated. NYSE: ASGN. 4400 Cox Road, Suite 200, Glen Allen, Virginia 23060. Apex Systems is an equal opportunity employer and complies with applicable laws in all locations where we operate.
#J-18808-Ljbffr