- 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
- At least 1 year in a customer-service oriented role (i.e. retail, food service, etc.)
- Someone who is ambitious to grow within a company - Career driven
- Nice to have: Experience in Financial industry, mutual funds, inbound calls.
- College degree or Relevant
- FINRA SIE, Series 6, and 63 licensed (must be obtained within 6 months)
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Financial Customer Care Representative - Denver, United States - TEKsystems
Description
Job Description
Job DescriptionLocation: *Onsite* Denver, CO 80206
Pay Rate: $21 (first 3 months), $23 once obtain SIE license, $25-$26 once fully licensed
Schedule: M-F, 7am to 4pm (occasional mandatory overtime)
Training: Paid 5-6 weeks
Job Duties:
Experience Needed:
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.
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