Customer Service Representative; Financial Services

Job Overview

Launch Your Financial Services Career as a Customer Support Representative!

Location: Corporate headquarters in Cherry Creek, CO, 80206

Job Type &

Location:

Contract to Hire position based out of Glendale, CO.

Start Date: January 26th

Pay: $21/hr (paid weekly)

Role: Empower Investors, Build Trust. As a Financial Customer Support Agent, you’ll be the trusted first point of contact for our investors. You’ll help them navigate their financial journey by:

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

This is more than customer service—it’s financial empowerment.

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

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

• Initial Training: 8 weeks
• Licensing Prep: 5-6 weeks (earn your SIE license)
• Advanced Training: 12-13 weeks
• Series 6 & 63 Licensing:
  Within 6 months of hire
• Product Training: 4 weeks
• Promotion & Internship Opportunities:
  Available throughout your journey

• Casual dress code (yes, jeans!)
• "Climb a Mountain Day" – get paid to summit a 14er
• Friendly, supportive team environment
• Convenient location near True Food Kitchen with parking provided

• On-site role
• Monday–Friday, shifts between 6:45 AM–4:45 PM

• 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)

We are 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.