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Financial Customer Service Agent

Financial Customer Service Agent

Colorado StaffingDenver, CO, US
8 days ago
Job type
  • Full-time
Job description

Job Title

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.

Additional Skills & Qualifications MUST HAVE :

  • At least 1 year in a customer-service oriented role
  • 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
  • College degree or equivalent work experience preferred no required

Job Type & Location : This is a Contract to Hire position based out of Denver, CO.

Pay and Benefits : The pay range for this position is $21.00 - $21.00 / hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following :

  • 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)
  • Workplace Type : This is a fully onsite position in Denver, CO.

    Application Deadline : This position is anticipated to close on Nov 20, 2025.

    About TEKsystems : We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe, and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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