About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

• Serve as a primary point of contact for investors and customers, handling inbound inquiries about account activity, transactions, and online access.
• Process investor transactions including purchases, redemptions, exchanges, and account maintenance requests accurately and efficiently.
• Assist customers with website navigation, online account access, and troubleshooting basic technical issues.
• Research and resolve account-related issues using internal tools and resources; escalate complex matters when appropriate.
• Maintain complete, accurate documentation of customer interactions and transaction activity.
• Meet quality, productivity, and customer satisfaction targets in a fast-paced contact center environment.
• Collaborate with internal teams to ensure timely resolution of investor requests and continuous process improvement.

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What We’re Looking For

• Minimum 1 year of customer-facing experience (examples: contact center, retail, hospitality, restaurant/food service, banking or financial services).
• Strong verbal and written communication skills; professional phone presence.
• Demonstrated customer service mindset: empathy, patience, and accountability.
• Strong problem-solving skills and the ability to independently research solutions.
• High attention to detail and strong organizational skills.
• Comfortable managing multiple priorities in a high-volume environment.
• Self-motivated, dependable, and career-oriented with a desire to grow within financial services.

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Preferred Qualifications

• Bachelor’s degree or equivalent professional experience.
• Previous experience in financial services, mutual funds, investing, or banking.
• Prior work in a high-volume inbound call center or investor services team.
• Familiarity with account servicing and transaction processing systems.

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Key Competencies

• Customer Service Excellence
• Active Listening & Relationship Building
• Critical Thinking & Problem Solving
• Attention to Detail
• Time Management & Adaptability
• Professional Communication & Team Collaboration

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Why Join

• Structured onboarding and comprehensive training in investor services.
• Clear opportunities for professional development and internal advancement.
• Work in a mission-driven financial services environment helping investors meet their goals.
• Competitive hourly pay with eligibility for benefits (see Details).

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Details

• Employment type: Contract-to-hire; expected to transition to direct employment with our client. Employment classification may begin as contract and move to full-time.
• Work location: Fully onsite in Glendale, CO (candidate must be able to work on-site).
• Work environment: Contact center / investor services support.
• Pay range: $21.00 per hour (range provided by client). Final pay within this range will be based on experience, qualifications, and other job-related factors.
• Benefits (if eligible): medical, dental & vision; 401(k); voluntary life & AD&D; short- and long-term disability; HSA; transportation benefits; Employee Assistance Program; PTO—benefits vary by eligibility and classification.
• Application deadline: Oct 15, 2026.
• Note: This role may use AI tools to assist with application review; final hiring decisions are made by people.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.