Non Licensed Agent

About the Role

We are hiring Non Licensed Agents to join a growing Investor Support team within a leading global financial services organization. This is a customer‑focused position where you will assist investors with account questions, online access issues, and transaction requests. If you enjoy helping customers, have strong attention to detail, and want a career path in the financial industry, this is an excellent opportunity.

All licensing and training are fully paid, and the team offers a supportive, collaborative work environment.

• Answer inbound calls from investors regarding account questions, online access, and general inquiries
• Process account transactions such as purchases, redemptions, and exchanges
• Guide customers through online navigation and troubleshoot login or web‑related issues
• Use internal systems and resources to research and resolve customer needs
• Maintain accurate documentation and follow compliance procedures
• Deliver a high‑quality customer experience with empathy, patience, and professionalism

• 1+ year of customer service experience (call center, retail, hospitality, banking, etc.)
• Strong communication skills and a professional phone presence
• Ability to problem solve using available tools and resources
• Detail‑oriented with strong accuracy in a fast‑paced environment
• Career‑minded with interests in long‑term growth
• Reliable, punctual, and comfortable with structured schedules
• Ability to work onsite Monday‑Friday during early‑morning start times (shifts: 6:45 AM, 7:00 AM, or 7:15 AM)

• Bachelor's degree or equivalent work experience
• Experience in inbound call centers
• Exposure to financial services, investments, or mutual funds

• 100% onsite in a newly renovated office in the Cherry Creek area (Denver, CO 80206)
• Casual dress environment (jeans allowed)
• Strong team culture with community events and internal perks
• Must arrive 10‑15 minutes before shift to be call‑ready
• PTO blackout periods during quarter‑end and tax‑season call surges
• Performance, attendance, and business needs determine conversion to full‑time

Apply Today. If you're looking for a long‑term, stable career with room to grow—and you enjoy helping people—this role is an excellent fit. We would love to speak with you!

Contract to Hire position based out of Denver, CO.

Pay Range: $21.00 – $21.00/hr.

• 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)

Fully onsite position in Denver, CO.

This position is anticipated to close on Jan 10, 2026.

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.