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Entry Level Finance-Customer Associate
Entry Level Finance-Customer Associate-March 2024
New York
Mar 28, 2026
About Entry Level Finance-Customer Associate

  Investor Relations-Customer Service Agent (Onsite)

  Must be within commuting distance to Midtown Manhattan | Open-ended Contract*

  This role offers business professionals the ability to work with a reputable proxy-solicitation and investor response firm. Further explore this exciting opportunity below…

  Benefits of the Role:

  Market Exposure – Chance to speak to high-end clients and shareholders regarding upcoming campaigns that include mutual funds, equity firms, investment firms and more

  Opportunity – Foot in the door with reputable firm in the investor relations space; strengthen business and finance acumen

  Overtime available – They are busy this time around, and looking for those willing to do Overtime. That means time and a half!

  Family-Oriented – The management team ensure everyone has a home away from home

  Work Space – Recently renovated office in the heart of Manhattan! Walks away from restaurants, stores and more

  Core Experience:

  Strong Communication Skills - the candidate will be making outbound calls to shareholders using a shareholder call list provided by Oka

  Flexible work schedule - Saturday Flexibility. See below for more details

  Ability to multi-task / Self-manage

  Bachelor's or Associates Degree - Concentrations in Business, Finance, Economics, Accounting

  A Day in the Role:

  Provide customer service to registered shareholders through inbound and outbound call lists.

  Educate shareholders on various corporate actions, board and shareholder proposals voting options.

  Track and monitor outstanding issues and provide clients with timely updates.

  Log information into Access Database

  Assist in the development of campaign themes to ensure the proper narrative is being communicated.

  Fast paced call center environment where you are expected to make 20-25 calls/hr

  Work Environment:

  Candidates can expect a 40+ hr work week during busy season. available:

  Mon-Saturday 40/hours PLUS OVT – 10:00AM-6PM

  Occasional overtime on Saturdays based on work load will be required

  Team oriented and work closely with other client services reps

  For questions, please feel free to contact us:

  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.

  We are an equal opportunity employers and will consider all applications without regard to race, genetic information, sex, age, color, religion, national origin, veteran status, disability or any other characteristic protected by law. To view the EEO is the law poster click here. Applicants with disabilities that require an accommodation or assistance a position, please call 888-472-3411 or email [email protected]. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Messages left for other purposes will not receive a response.

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