Account Associate

TEK Systems; Minneapolis (MN); Hybrid; USD 28,000 - 30,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) match

Paid parental leave

Disability insurance

Life insurance

Wellness programs

Hybrid work

Job summary

TEKsystems in Minneapolis, MN is hiring an Account Associate to join a leading financial services organization. The role focuses on client communications, account administration, and report generation using Excel, within a hybrid, office-based setting.

The ideal candidate brings 2+ years of financial services or professional customer service experience, strong attention to detail, and proficiency in Excel. This contract-to-hire position offers potential conversion after the training period.

Qualifications

• 2+ years of experience in financial services, banking, mortgage operations, or professional customer service.
• Bachelor's degree in lieu of experience.
• At least 6 months of experience using Microsoft Office applications, including Excel.
• Experience working with Excel functions such as VLOOKUPs and Pivot Tables.
• Strong written and verbal communication skills.
• Excellent attention to detail and organizational abilities.

Responsibilities

• Serve as a primary point of contact for clients and internal business partners.
• Communicate with clients via phone and email to answer questions and resolve issues.
• Support relationship management activities and maintain assigned client accounts.
• Perform account setup, maintenance, and ongoing administration in accordance with company policies and industry regulations.
• Generate, review, and analyze reports using Microsoft Excel, including VLOOKUPs and Pivot Tables.
• Review financial and mortgage-related documentation to ensure accuracy and compliance with established requirements.
• Research account discrepancies and assist with issue resolution.
• Prepare certifications, trust receipts, and other sensitive business correspondence.
• Collaborate with internal departments and external vendors to support client needs.
• Assist with projects and process improvement initiatives as assigned.

Skills

Client communication

Relationship management

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Excel

Job description

Account Associate

Location: Minneapolis, MN

Pay Rate: $20.00 - $22.00/hour

Schedule: First Shift (8:00 AM - 4:30 PM)

Type: Contract-to-Hire (9 Months)

About the Opportunity

A leading financial services organization is seeking an Account Associate to join its growing team in Minneapolis. This position offers an excellent opportunity for individuals with financial services, mortgage, banking, or professional customer service experience who enjoy working in a fast-paced, client-focused environment.

The ideal candidate will be highly organized, detail-oriented, and comfortable managing client communications, reporting, account administration, and document review processes.

Key Responsibilities

• Serve as a primary point of contact for clients and internal business partners.
• Communicate with clients via phone and email to answer questions and resolve issues.
• Support relationship management activities and maintain assigned client accounts.
• Perform account setup, maintenance, and ongoing administration in accordance with company policies and industry regulations.
• Generate, review, and analyze reports using Microsoft Excel, including VLOOKUPs and Pivot Tables.
• Review financial and mortgage-related documentation to ensure accuracy and compliance with established requirements.
• Research account discrepancies and assist with issue resolution.
• Prepare certifications, trust receipts, and other sensitive business correspondence.
• Collaborate with internal departments and external vendors to support client needs.
• Assist with projects and process improvement initiatives as assigned.

Required Qualifications

• 2+ years of experience in financial services, banking, mortgage operations, or professional customer service; OR
• Bachelor's degree in lieu of experience.
• At least 6 months of experience using Microsoft Office applications, including Excel.
• Experience working with Excel functions such as VLOOKUPs and Pivot Tables.
• Strong written and verbal communication skills.
• Excellent attention to detail and organizational abilities.

Preferred Qualifications

• Experience in the mortgage industry.
• Experience reviewing mortgage or financial documents.
• Knowledge of collateral or document management processes.

Work Environment

• Professional office environment with a business casual dress code.
• Cubicle-based workspace.
• In-office training during onboarding period.
• Hybrid work schedule available after successful training and demonstrated performance.
• Supportive team culture with opportunities for professional growth and career advancement.

Benefits Upon Conversion

• Medical, dental, and vision coverage.
• 401(k) with company match.
• Flexible spending accounts (healthcare and dependent care).
• Paid parental leave.
• Short-term and long-term disability coverage.
• Life insurance and supplemental life insurance options.
• Wellness-focused programs and work-life balance initiatives.

If you're looking to build a long-term career in financial services with strong growth potential and a collaborative team environment, we'd love to hear from you.

#centralpriority26

Job Type & Location

This is a Contract to Hire position based out of Minneapolis, MN.

Pay and Benefits

The pay range for this position is $22.00 - $22.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• 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)

Workplace Type

This is a hybrid position in Minneapolis,MN.

Application Deadline

This position is anticipated to close on Aug 28, 2026.

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.

About TEKsystems and TEKsystems Global Services

We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands‑on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is 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.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.