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Call Center Associate - Investment & Retirement Services

Job in Jacksonville, Duval County, Florida, 32290, USA
Listing for: Software Guidance & Assistance
Full Time position
Listed on 2026-06-13
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Job Description & How to Apply Below
Software Guidance & Assistance, Inc., (SGA), is searching for a Call Center Associate - Investment & Retirement Services for a contract assignment with one of our premier financial services clients in Jacksonville, FL
.

Required
Skills
:
  • 3+ years of experience working in a call center or customer service environment handling inbound calls and inquiries
  • Excellent communication skills for this client and customer facing role
  • Knowledge of various investment services to resolve issues around investment, securities, fixed income, and other financial transactions.
  • This is specific to investments and is not relevant to Credit Cards or Retail Banking
Preferred
Skills
:
  • Series 7 license
SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do.

Be yourself, love what you do and find your passion ase find us at .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities.

Please visit our company to request an accommodation or assistance regarding our policy
Position Requirements
10+ Years work experience
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