Financial Services Representative

Looking to launch a long-term career in financial services? Join a nationally recognized investment organization that is known for its outstanding training programs, employee development opportunities, and commitment to promoting from within. This is a great opportunity for customer service professionals who enjoy helping others, solving problems, and want a clear pathway into the financial industry.

Responsibilities

• Handle inbound customer calls, assisting with account questions, transactions, and account maintenance.
• Provide exceptional service while helping clients navigate online account platforms and resources.
• Research and resolve customer inquiries with professionalism and accuracy.
• Build strong relationships with clients through outstanding communication and problem-solving skills.
• Maintain compliance and confidentiality while supporting financial account services.

Why This Opportunity Stands Out

• Clear career growth path with structured advancement opportunities.
• Company-sponsored training and professional development.
• First attempt of the Securities Industry Essentials (SIE) exam covered by the company.
• Opportunity to obtain industry licenses and build a long-term financial services career.
• Potential for full-time conversion based on performance, attendance, and business needs.

Work Environment & Perks

• Modern office environment in Denver
• Complimentary parking
• Onsite grab-and-go market with snacks and beverages
• Beautiful outdoor patio and collaborative workspaces
• Team celebrations, outings, and recognition events
• Optional overtime opportunities available

Requirements

• Customer service, call center, retail, hospitality, banking, or sales experience preferred
• Strong communication and problem-solving skills
• Comfortable handling a high volume of inbound calls
• Ability to learn complex information and navigate multiple systems
• Interest in building a career within financial services
• Reliable attendance and a positive, team-oriented attitude

Schedule

Monday-Friday with shift options available between approximately 6:45 AM and 4:00 PM. This is a fully onsite position in Denver, CO.

Pay

The pay range for this position is $21.00 - $21.00/hr.

Benefits

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)