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Kelly Services Work from Home Call Agent in Kansas City, Missouri

KELLY SERVICES HAS A WORK FROM HOME OPPORTUNITY: Investor Services Representative I – Inbound Call Center (Mutual Funds) $15/Hr. Must be able to pick up equipment in Kansas City, MO

Role Overview

As an Investor Services Representative, you will be responding to caller inquiries with an expected high level of accuracy, while providing an excellent quality customer service experience. This position is an excellent entry level

opportunity that will have you professionally interacting with shareholders, brokers and dealers in our inbound call center.


  • Provide internal and external customers with full-service solutions and comprehensive transfer agency and/or shareholder services.

  • Daily work includes call center activity, transaction processing/data entry, customer correspondence, and quality assurance.

  • Maintain records for customers (e.g. shareholders, broker/dealers, third-party entities, institutions and client fund groups) and answer inquiries related to fund performance, account status and activity.

  • Process financial and non-financial mutual fund and corporate security transactions, set up new accounts, perform research and resolve problems related to specific transactions through the utilization of various industry-related products/systems.

  • Associates within this role evaluate and follow internal processes, controls, and procedures to ensure compliance with client, service level agreement, company, industry, and/or legal regulations.


  • High School Diploma or equivalent.

  • Banking, investment or a financial background preferred.

  • At least one year of previous customer service experience within retail, banking or financial services preferred.

  • Excellent communication skills – verbal and written.

  • Intermediate computer proficiency, including keyboarding skills and the ability to navigate through multiple computer systems.

  • Passion for excellence in service and strong attention to detail.

  • Quiet space free of distractions to work remotely as needed in times where the office may not be accessible; with access to a personal laptop or computer, WiFi connection, and either a land line or cellular phone with unlimited minutes.

Why Kelly ® ?

As a worker today, it’s up to you to take charge of your career and look for opportunities to learn, grow, and achieve your potential. Helping you find what’s next is what we’re all about. We know what’s going on in the evolving world of work—just ask the 440,000 people we employ each year. Connecting with us means getting the support, guidance, and opportunities needed to take your career where you may have never imagined.

About Kelly ®

At Kelly, we’re always thinking about what’s next and advising job seekers on new ways of working to reach their full potential. In fact, we’re a leading advocate for temporary/non-traditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.