Financial Services Representative

TEKsystems•Littleton, CO

5d•$21 - $21•Onsite

About The Position

Customer Service Associate (Financial Services): Onsite in Denver, CO Looking to launch a long-term career in financial services? Join a nationally recognized investment organization that is known for its outstanding training programs, employee development opportunities, and commitment to promoting from within. This is a great opportunity for customer service professionals who enjoy helping others, solving problems, and want a clear pathway into the financial industry.

Requirements

Customer service, call center, retail, hospitality, banking, or sales experience preferred
Strong communication and problem-solving skills.
Comfortable handling a high volume of inbound calls.
Ability to learn complex information and navigate multiple systems.
Interest in building a career within financial services.
Reliable attendance and a positive, team-oriented attitude.

Nice To Haves

Clear career growth path with structured advancement opportunities.
Company-sponsored training and professional development.
First attempt of the Securities Industry Essentials (SIE) exam covered by the company.
Opportunity to obtain industry licenses and build a long-term financial services career.
Potential for full-time conversion based on performance, attendance, and business needs.

Responsibilities

Handle inbound customer calls, assisting with account questions, transactions, and account maintenance.
Provide exceptional service while helping clients navigate online account platforms and resources.
Research and resolve customer inquiries with professionalism and accuracy.
Build strong relationships with clients through outstanding communication and problem-solving skills.
Maintain compliance and confidentiality while supporting financial account services.