Customer Service Representative (Financial Services)

TEKsystems • Glendale, CO

10h • $21 - $21 • Onsite

About The Position

Launch Your Financial Services Career as a Customer Support Representative!
Your Role: Empower Investors, Build Trust
As a Financial Customer Support Agent, you’ll be the trusted first point of contact for our investors. You’ll help them navigate their financial journey by:
Processing account transactions (purchases, redemptions, exchanges)
Troubleshooting online account access and navigation
Offering guidance aligned with their financial goals
This is more than customer service—it’s financial empowerment.
We invest in your success from day one with paid training and a clear path to advancement:
Initial Training: 8 weeks
Licensing Prep: 5–6 weeks (earn your SIE license)
Advanced Training: 12–13 weeks
Series 6 & 63 Licensing: Within 6 months of hire
Product Training: 4 weeks
Promotion & Internship Opportunities: Available throughout your journey
If you're passionate about helping others make smart financial decisions and want to grow in a dynamic, purpose-driven environment—this is your launchpad.
Ready to take the next step in your financial services career? Apply now and let’s build your future together!
Upon review of your application, you may receive a phone call or email from a TEKsystems recruiter to discuss the next steps in our hiring process!

Requirements

• 1+ year of customer service experience
• Career-focused mindset with ambition to grow
• Strong problem-solving and resourcefulness
• Compassionate, empathetic, and detail-oriented

Nice To Haves

• College degree or equivalent experience
• Interest in financial services or investment support

Responsibilities

• Processing account transactions (purchases, redemptions, exchanges)
• Troubleshooting online account access and navigation
• Offering guidance aligned with their financial goals

Benefits

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees