Non Licensed Agent

TEKsystemsDenver, CO
3d$21 - $21Onsite

About The Position

We are hiring Non‑Licensed Agents to join a growing Investor Support team within a leading global financial services organization. This is a customer‑focused position where you will assist investors with account questions, online access issues, and transaction requests. If you enjoy helping customers, have strong attention to detail, and want a career path in the financial industry, this is an excellent opportunity. All licensing and training are fully paid, and the team offers a supportive, collaborative work environment.

Requirements

  • 1+ year of customer service experience (call center, retail, hospitality, banking, etc.)
  • Strong communication skills and a professional phone presence
  • Ability to problem‑solve using available tools and resources
  • Detail‑oriented with strong accuracy in a fast‑paced environment
  • Career‑minded with interest in long‑term growth
  • Reliable, punctual, and comfortable with structured schedules
  • Ability to work on‑site Monday–Friday during early‑morning start times (Shifts: 6:45 AM, 7:00 AM, or 7:15 AM)

Nice To Haves

  • Bachelor’s degree or equivalent work experience
  • Experience in inbound call centers
  • Exposure to financial services, investments, or mutual funds

Responsibilities

  • Answer inbound calls from investors regarding account questions, online access, and general inquiries
  • Process account transactions such as purchases, redemptions, and exchanges
  • Guide customers through online navigation and troubleshoot login or web‑related issues
  • Use internal systems and resources to research and resolve customer needs
  • Maintain accurate documentation and follow compliance procedures
  • Deliver a high‑quality customer experience with empathy, patience, and professionalism

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)
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