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Investment Support Rep. - Wealth Mgmt. Company

Investment Support Rep. - Wealth Mgmt. Company

TEKsystemsLakewood, CO, United States
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Position : Investment Support Rep. - Non Licensed

  • Location :
  • On-site in Office in Denver, CO
  • Pay :
  • $21 / hour
  • during contract
  • $25.96 / hour
  • upon potential full-time conversion - 520 Hour Contract to Hire = Roughly 3-4 Months
  • Schedule :
  • Monday-Friday, shifts starting at 6 : 45 AM, 7 : 00 AM, or 7 : 15 AM for a 8-hour shift

What You'll Do :

  • Support investors by processing transactions and answering account-related questions
  • Assist with purchases, redemptions, and exchanges over the phone
  • Help users navigate online account tools and troubleshoot website issues
  • Must-Have Skills :

  • 1+ year in a customer-facing role (retail, food service, call center, etc.)
  • Career-minded with ambition to grow
  • Strong work ethic and self-management skills
  • Excellent problem-solving and resourcefulness
  • Compassionate, empathetic, and patient communication
  • High attention to detail
  • Nice-to-Haves :

  • Bachelor's degree or equivalent experience
  • Experience with inbound calls, mutual funds, or financial services
  • Training & Career Path :

  • Phase 1 :
  • 8 weeks of foundational training
  • Phase 2 :
  • 5-6 weeks with SIE licensing
  • Phase 3 :
  • 12-13 weeks leading to full-time hire consideration
  • Licensing :
  • Series 6 and 63 required within 6 months of conversion
  • Growth :
  • Opportunities for promotion or internal internships
  • Work Environment & Perks :

  • On-site only until licensed and converted to full-time
  • Casual dress code (yes, jeans!)
  • Friendly, like-minded team culture
  • Unique perks like "Climb a Mountain Day" (yes, you get paid to hike!)
  • Parking Passes
  • Important Dates :

  • Blackout periods for time off include :
  • Jan 1-15, Apr 1-15, Memorial Day week, Jul 1-15, Labor Day week, Oct 1-15, Thanksgiving week, Dec 15-31
  • Ready to Apply? If you're excited to join a global investment firm and meet the qualifications above,

  • apply now
  • to take the first step in a rewarding career journey. We're hiring
  • 16 candidates
  • for this class-don't miss your chance!
  • Pay and Benefits
  • The pay range for this position is $21.00 - $21.00 / hr.

    Eligibility requirements apply to some benefits and may depend on your job

    classification and length of employment. Benefits are subject to change and may be

    subject to specific elections, plan, or program terms. If eligible, the benefits

    available for this temporary role may include the following :

  • 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)
  • Workplace Type
  • This is a fully onsite position in Lakewood,CO.

  • Application Deadline
  • This position is anticipated to close on Oct 17, 2025.

    h4>

    About TEKsystems :

    We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

    The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

    About TEKsystems and TEKsystems Global Services

    We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

    The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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    Wealth Investment • Lakewood, CO, United States

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