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, IT.

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

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What You’ll Do

This is an investor-facing, phone-based customer service role focused on processing account transactions and helping investors resolve online account questions. Typical responsibilities include:

• Support investors by processing transaction requests (purchases, redemptions, exchanges) over the phone
• Triage and resolve online account questions; guide investors through website or portal troubleshooting
• Use internal systems and knowledge resources to research account issues and provide clear next steps
• Document calls and transactions accurately in the CRM or case system
• Escalate complex issues to senior teams or subject-matter experts when required
• Meet activity and quality targets set for call handling and transaction accuracy

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Qualifications

Must have:

• At least 1 year in a customer-service oriented role (retail, food service, call center or similar)
• Strong customer service skills with empathy, patience and clear verbal communication
• Solid problem-solving skills and comfort using resources when you don’t immediately know an answer
• Strong attention to detail and accurate data entry
• Self-motivated, career-minded, and able to manage time and priorities in a fast-paced environment
• High school diploma or equivalent

Nice to have:

• College degree or equivalent work experience
• Previous experience in financial services, mutual funds or transaction processing
• Call center / contact center experience with inbound calls

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Skills

• Customer service
• Contact center / call center operations
• Transaction processing (purchases, redemptions, exchanges)
• CRM and phone systems
• Basic financial services / mutual fund familiarity
• Strong written and verbal communication
• Microsoft Office (Outlook, Excel) and web-based portals

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Position Details

• Job type: Contract to Hire
• Employment type: FULL_TIME
• Workplace: Fully onsite in Glendale, CO (in-office)
• Pay: $21.00 per hour
• Experience level: Entry Level
• Anticipated close / application deadline: Aug 31, 2026

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Compensation & Benefits

The pay range for this position is $21.00/hr. Individual compensation offered will depend on qualifications, experience, and other job-related factors.

If eligible, benefits for this temporary-to-hire role may include:

• Medical, dental & vision
• Critical illness, accident and hospital plans
• 401(k) retirement plan — pre-tax and Roth options (if eligible)
• Voluntary life and AD&D insurance
• Short- and long-term disability
• Health Savings Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Paid time off / leave policies (PTO, vacation, sick leave) — eligibility rules apply

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Location & Workplace

This is a fully onsite position based in Glendale, CO. Candidates must be able to commute or relocate to the Glendale workplace.

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Why Apply via Careertakes

Careertakes is a third-party recruiting platform helping match qualified candidates to this confidential client. Applying through Careertakes may also give you access to other matched opportunities and support during the hiring process.

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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.