Advisor Services Specialist

Job Title: Advisor Services Specialist

Job Overview:
Contemporary Staffing Solutions is seeking an Advisor Services Specialist to join our client to support financial advisors by delivering dependable, high-quality service and guidance. This temporary-to-hire position is based onsite in Phoenix, AZ and plays a key role in strengthening advisor relationships through timely resolution of questions and concerns. The specialist serves as a central point of contact, partnering with internal teams to ensure accurate information, consistent follow-through, and a positive service experience. Success in this role helps advisors confidently leverage the platform while contributing to long-term client trust and retention.

Compensation:
$25.00/hour

Work Schedule:
Monday – Friday, normal business hours

Key Responsibilities of the Advisor Services Specialist:

• Deliver responsive phone-based support for inbound advisor inquiries, ensuring clear, professional, and solution-oriented interactions
• Collaborate with internal departments and sales partners to research requests, provide accurate guidance, and resolve service needs efficiently
• Take full ownership of advisor issues by tracking requests through completion and providing proactive updates on status and outcomes
• Promote a high standard of service by identifying, escalating, and helping resolve service breakdowns to restore advisor confidence
• Share advisor feedback and insights to support continuous improvement of systems, processes, and platform functionality
• Help mitigate firm risk by setting appropriate expectations and offering consistent, well-informed guidance to advisors

Qualifications and Skills for the Advisor Services Specialist:

• Customer-focused mindset with a genuine interest in helping others and delivering a positive service experience
• Strong verbal and written communication skills, with the ability to explain information clearly and confidently
• Ability to learn and adapt quickly, particularly within the investment or financial services environment
• High level of integrity, accountability, and professionalism in all internal and external interactions
• Comfort working within structured service standards, including call handling and follow-up expectations

Why Join Us?
This role offers hands-on exposure to the financial services industry while building valuable client service and relationship management skills. You’ll work alongside collaborative teams that value accountability, learning, and continuous improvement. It’s an excellent opportunity to grow your career while making a meaningful impact on advisor success.

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.