Financial Customer Service Representative

Customer Service Representative

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.

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 service skills, ability to show compassion, empathy & patience
• Must be willing to study for and pass the SIE (Securities Industry Essentials) Exam to qualify for permanent hire
• High school diploma or equivalent required; college degrees preferred
• *Note: Candidates must be willing to study for and pass the SIE exam during the assignment. Study time will occur outside of regular work hours and is unpaid. The company will provide and cover the cost of exam fees and study materials.

Pay: $21.00/HR (weekly pay) - Upon permanent hire, the hourly rate offered will be $25.96/HR

Start Date: January 26th

Hours of Operation: M-F 6:45am-4:15pm (Must be open to 6:45am, 7:00am, OR 7:15am start times)

Location: Denver, CO 80206 - ONSITE

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 Jan 19, 2026.

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.