Customer Support Agent (financial Services)

Launch Your Financial Services Career

Empower investors, build trust as a financial customer support agent. You'll be the trusted first point of contact for our investors. You'll help them navigate their financial journey by:

• Processing account transactions (purchases, redemptions, exchanges)
• Troubleshooting online account access and navigation
• Offering guidance aligned with their financial goals

This is more than customer service—it's financial empowerment.

What We're Looking For:

• Must-haves: 1+ year of customer service experience, career-focused mindset with ambition to grow, strong problem-solving and resourcefulness, compassionate, empathetic, and detail-oriented
• Nice-to-haves: college degree or equivalent experience, interest in financial services or investment support

Training & Career Development:

• We invest in your success from day one with paid training and a clear path to advancement:
• Initial Training: 8 weeks
• Licensing Prep: 5–6 weeks (earn your SIE license)
• Advanced Training: 12–13 weeks
• Series 6 & 63 Licensing: Within 6 months of hire
• Product Training: 4 weeks
• Promotion & Internship Opportunities: Available throughout your journey

Culture & Perks:

• Casual dress code (yes, jeans!)
• Climb a Mountain Day – get paid to summit a 14er
• Friendly, supportive team environment
• Convenient location near True Food Kitchen with parking provided

Work Environment:

• On-site role
• Monday–Friday, shifts between 6:45 AM–4:45 PM

Why Join Us?

If you're passionate about helping others make smart financial decisions and want to grow in a dynamic, purpose-driven environment—this is your launchpad. Ready to take the next step in your financial services career? Apply now and let's build your future together!

Upon review of your application, you may receive a phone call or email from a recruiter to discuss the next steps in our hiring process!

Job Type & Location:

This is a contract to hire position based out of Glendale, CO. Pay and benefits are available for eligible employees.

About TEKsystems:

We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.