Financial Customer Service Representative jobs in United States
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TEKsystems · 1 day ago

Financial Customer Service Representative

TEKsystems is a leading provider of business and technology services, and they are seeking experienced customer service representatives for a career in finance. The role involves supporting investors by processing transaction requests, answering inquiries, and ensuring a seamless investor experience across various platforms.

Information Technology
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H1B Sponsor Likelynote

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

Qualification

Customer service experienceSIE Exam preparationProblem-solving skillsCompassionEmpathyWork ethic

Required

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

Preferred

College degrees preferred

Benefits

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)

Company

TEKsystems

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At TEKsystems, they understand people. Every year they deploy over 80,000 IT professionals at 6,000 client sites across North America,

H1B Sponsorship

TEKsystems has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (46)
2024 (52)
2023 (33)
2022 (22)
2021 (36)
2020 (53)

Funding

Current Stage
Late Stage

Leadership Team

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Ryan Skains
Vice President, TEKsystems Global Services
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Company data provided by crunchbase