Description
Job Description:
• Submit state registrations, FINRA exam requests, name changes and phone number updates for representatives
• Follow up as needed for additional information from representatives
• Navigate through RegEd, FINRA and online systems
• Analyze responses and be able to know when additional follow up or escalation is needed
• Prioritize multiple requests
• Excellent customer service skills
• Ability to keep excellent records and documentation
Additional Skills & Qualifications
Job Description:
The Registration Specialist will be responsible for:
• Assisting with the insurance, advisory and securities licensing of Advisors
• Providing customer service to Advisors over the phone and through written correspondence
• Performing general clerical duties, including data entry, generating departmental letters and processing applications
Qualifications:
• 1+ years of support experience in financial services, insurance, or related financial organization is a plus
• College degree is preferred
• Must have strong communication skills
• Ability to handle multiple tasks in a high-volume, fast-paced environment
• Computer proficiency with Word and Excel
• Strong attention to detail and prioritization skills
• Ability to work independently
Experience Level
Entry Level
Job Type & LocationThis is a Contract position based out of San Diego, CA.
Pay and BenefitsThe pay range for this position is $27.58 - $27.58/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace TypeThis is a hybrid position in San Diego,CA.
Application DeadlineThis position is anticipated to close on Aug 14, 2026.
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.
