Hiring: Investor Services Representative Company: CV Resources Location: Tucson, AZ Job Posted Time: 2026-09-10 11:40:39 Employment Type: Contract Target Skills & Keywords : CV, Microsoft Excel, Microsoft Office, Wealth Management About the job Required Skills: •Respond to shareholder and broker-dealer inquiries •Provide information regarding mutual funds, retirement plans, and investment products •Research and resolve account-related issues •Assist clients with tax and account servicing questions •Support operational and administrative functions within Investor Services •Maintain knowledge of regulatory and compliance requirements •Deliver a high level of customer service while building long-term client relationships Qualifications: •Strong interest in the financial services industry •Excellent interpersonal and communication skills •Detail-oriented with strong problem-solving ability •Demonstrated capacity to work independently and as part of a team •Proficiency with Microsoft Office, particularly Excel and Outlook •Bachelor's degree preferred •Must pass the Securities Industry Essentials (SIE) Exam •Company sponsorship provided for Series 6 and Series 63 licenses •Entry point into investment management and wealth management services •Paid securities licensing (SIE, Series 6, and Series 63) Compensation: •$48,000 - $53,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!