Financial Customer Service Representative

TEKsystems; Denver (CO); On-site; USD 29,000 - 36,000; Full time

Job summary

TEKsystems is seeking experienced customer service representatives for a finance-focused role in Denver, CO. You will support investors by processing transactions, answering inquiries, and guiding decisions to meet account goals in a fast-paced environment.

The position is a contract-to-hire opportunity with onsite work in Denver. The ideal candidate has at least 1 year of customer-service experience, is prepared to study for the SIE exam, and can pass licensing requirements while earning $21.00

Qualifications

• Minimum 1 year in a customer-service oriented role.
• Career-minded with a strong work ethic and can self-manage.
• Strong problem-solving and customer service skills with empathy and patience.
• Must be willing to study for and pass the SIE exam to qualify for permanent hire.
• High school diploma or equivalent; college degrees preferred.

Responsibilities

• 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

Customer service

Self-management

Problem solving

Empathy

SIE exam

Education

High school diploma or equivalent

Job description

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 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: Employees 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: November 16th

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 near Cherry Creek area

We reserve the right to pay above or below the posted wage based on factors unrelated to sex, race, or any other protected classification.

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. This temporary role may be eligible for the following:

• Medical, dental & vision

• 401(k)/Roth

• Insurance (Basic/Supplemental Life & AD&D)

• Short and long-term disability

• Health & Dependent Care Spending Accounts (HSA & DCFSA)

• Transportation benefits

• Employee Assistance Program

• Time Off/Leave (PTO, Vacation or Sick Leave)

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.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

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)

Application Deadline

This position is anticipated to close on Nov 16, 2026.

Workplace Type

This is a fully onsite position in Denver,CO.

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.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.