Financial Customer Service Representative

TEKsystems•Denver, CO

3d•$21 - $21•Onsite

About The Position

Seeking experienced customer service representatives who are looking for a career in finance! You will be supporting a leading independent global asset management firm who offers career advancement, structured training, and licensing pathways. Description Support investors by processing transaction requests, answering online account inquiries, and guiding decisions based on account goals. Handle account transactions over the phone, including purchases, redemptions, and exchanges. Assist investors in navigating and troubleshooting issues on the website or online platform. Deliver clear, goal-oriented service to ensure a seamless investor experience across all touchpoints.

Requirements

Minimum 1 year in a customer-service oriented role (i.e. retail, food service, etc.)
Career-minded individuals with a strong work ethic and can self-manage
Strong problem-solving skills and customer service skills, ability to show compassion, empathy & patience
Must be willing to study for and pass the SIE (Securities Industry Essentials) Exam to qualify for permanent hire
High school diploma or equivalent required; college degrees preferred

Nice To Haves

college degrees preferred

Responsibilities

Support investors by processing transaction requests, answering online account inquiries, and guiding decisions based on account goals.
Handle account transactions over the phone, including purchases, redemptions, and exchanges.
Assist investors in navigating and troubleshooting issues on the website or online platform.
Deliver clear, goal-oriented service to ensure a seamless investor experience across all touchpoints.