Financial Services 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.
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...

Ready to Apply?

Submit your application today and join our talented team at TEKsystems.

Submit Application