Financial Services Representative - TEKsystems

Financial Services Representative

Start Date: October 28th 2024

Pay Range: $21/hr

Opportunity for Growth: Pay rate bumps to $25.96/hr once converted to permanent employee

Contract Length: 3-6 month contract to hire – based on completing SIE certification, performance and attendance

Schedule: Mon-Fri 6:30am-4:30pm (40 hours/week within this range)

Location: Denver, CO 80206

Job Description:

·        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 purchases, redemptions, exchanges and other account transactions over the phone

·        Help investors navigate and troubleshoot online or website issues

Qualifications:

·        Customer Service - Candidate must have previous customer service experience in which they helped answer customer questions and resolve issues.

·        Written & Verbal Communication - All communication via inbound calls from customers, minor email communication and minor chat communication.

·        Microsoft Office - Will use basic Microsoft Office programs such as Outlook and Word. Must be comfortable navigating computer while on the phone with customers

·        Strong attendance and reliability is required in this role.

Preferred:

·        Bachelor’s or Associate’s Degree

·        Financial Experience

Company Information:

Our client is a leading independent global asset manager, dedicated to delivering the best outcomes for clients through a broad range of actively managed funds.

Benefits Information:

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) 

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 regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.