Customer Service Representative (Financial Services) jobs in United States
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TEKsystems · 12 hours ago

Customer Service Representative (Financial Services)

TEKsystems is a leading provider of business and technology services, seeking to empower investors through their Customer Support Representative role. The position involves assisting clients with account transactions, troubleshooting online access, and guiding them towards their financial goals.

Information Technology
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Customer service experienceFinancial services knowledgeProblem-solvingCompassionateEmpatheticCareer-focused mindsetDetail-oriented

Required

1+ year of customer service experience
Career-focused mindset with ambition to grow
Strong problem-solving and resourcefulness
Compassionate, empathetic, and detail-oriented

Preferred

College degree or equivalent experience
Interest in financial services or investment support

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