Financial Services Representative
TEKsystems • Denver, CO • Posted June 22, 2026
Position Overview
Seeking experienced customer service representatives who are looking for a career in finance! You will be supporting a leading independent global asset management firm who offers career advancement, structured training, and licensing pathways.
Description
+ Support investors by processing transaction requests, answering online account inquiries, and guiding decisions based on account goals.
+ Handle account transactions over the phone, including purchases, redemptions, and exchanges.
+ Assist investors in navigating and troubleshooting issues on the website or online platform.
+ Deliver clear, goal-oriented service to ensure a seamless investor experience across all touchpoints.
Skills & Qualifications
+ Minimum 1 year in a customer-service oriented role (i.e. retail, food service, etc.)
+ Career-minded individuals with a strong work ethic and can self-manage
+ Strong problem-solving skills and customer ser...
Description
+ Support investors by processing transaction requests, answering online account inquiries, and guiding decisions based on account goals.
+ Handle account transactions over the phone, including purchases, redemptions, and exchanges.
+ Assist investors in navigating and troubleshooting issues on the website or online platform.
+ Deliver clear, goal-oriented service to ensure a seamless investor experience across all touchpoints.
Skills & Qualifications
+ Minimum 1 year in a customer-service oriented role (i.e. retail, food service, etc.)
+ Career-minded individuals with a strong work ethic and can self-manage
+ Strong problem-solving skills and customer ser...