Financial Call Center Representative

TEKsystems•Denver, CO

4d•$21 - $21•Onsite

About The Position

Main responsibility is supporting investors through processing transaction requests, online account questions, and helping investors make a decision based on account goals Will also process purchase, redemptions, exchanges and other account transactions over the phone Help investors navigate and troubleshoot online or website issues Will train to receive your SIE license and become a licensed agent From there, pay will be $25.96/hour moving forward

Requirements

At least 1 year in a customer-service oriented role (i.e. retail, food service, etc.) - want to steer focus towards career phone reps vs entry-level candidates
Someone who is career-minded and can look to the future versus only living in the present role
Someone who is ambitious to grow within the company
Someone who has a strong work ethic and can self-manage at times
Strong problem solving skills - comfortable not knowing the answer, but utilizing their resources to find it
Strong customer service skills - ability to show compassion, empathy, and patience
Strong attention to detail

Responsibilities

supporting investors through processing transaction requests
answering online account questions
helping investors make a decision based on account goals
process purchase, redemptions, exchanges and other account transactions over the phone
help investors navigate and troubleshoot online or website issues
train to receive your SIE license and become a licensed agent