Account Associate

TEKsystems; United States; Hybrid; USD 25,000 - 36,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan – Pre-tax and R

Life Insurance

Short and long-term disability

Health Spending Account (HSA)

Transportation benefits

Employee Assistance Program

PTO / Vacation / Sick Leave

Job summary

TEKsystems is hiring an Account Associate to support external mortgage clients and internal partners in a hybrid Minneapolis role. You will assist a Relationship Manager, handle client communications, and manage account setup and reporting using Excel, including VLOOKUPs and pivot tables.

The ideal candidate has 2+ years in financial services or professional customer service, with Associate or Bachelor's degree and experience with Microsoft Office.

Qualifications

• 2+ years of experience in financial services or professional customer service experience
• AND/OR
• Associate's or Bachelor's degree completed
• 6+ months of experience working within Microsoft Office INCLUDING Excel (vlookups/pivot tables)

Responsibilities

• Serve as the main point of contact for external mortgage clients and internal business partners.
• Support a Relationship Manager and manage assigned client relationships.
• Communicate daily with clients via phone and email; explain reports and resolve inquiries.
• Handle account setup, maintenance, and oversight per policies and regulations.
• Generate and review reports in Excel (including VLOOKUPs and pivot tables) to summarize file status for clients.
• Ensure mortgage and collateral files meet client criteria before storage.
• Research and assist Relationship Manager with day-to-day client issues.
• Create certifications, trust receipts, and handle sensitive correspondence.
• Work with internal departments and external vendors as needed.
• Assist with larger projects managed by others.

Skills

Professional customer service

Financial services experience

Education

Associate's degree

Bachelor's degree

Tools

Excel

Outlook

Word Processing

Job description

Now Hiring for an Account Associate for a financial services company in Northeast Minneapolis!!! Looking for candidates who have Associate or Bachelor degrees completed and/or 2+ years of professional services experience in a corporate office setting environment!!

Description

Serve as the main point of contact for external mortgage clients and internal business partners.

Support a Relationship Manager and manage assigned client relationships.

Key Responsibilities:

Client Interaction: Communicate daily with clients via phone and email; explain reports and resolve inquiries.

Account Administration: Handle account setup, maintenance, and oversight per policies and regulations.

Reporting: Generate and review reports in Excel (including VLOOKUPs and pivot tables) to summarize file status for clients.

File Review: Ensure mortgage and collateral files meet client criteria before storage (3 days to 30 years).

Issue Resolution: Research and assist Relationship Manager with day-to-day client issues.

Documentation: Create certifications, trust receipts, and handle sensitive correspondence.

Cross-Team Collaboration: Work with internal departments and external vendors as needed.

Project Support: Assist with larger projects managed by others.

Tools Used:

Excel: Reporting, VLOOKUPs, pivot tables.

Outlook: Daily communication and request management.

Word Processing: Compose complex/confidential correspondence.

Qualifications

2+ years of experience in financial services or professional customer service experience

AND/OR

Associate's or Bachelor's degree completed

6+ months of experience working within Microsoft Office INCLUDING Excel (vlookups/pivot tables)

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 jobclassification and length of employment. Benefits are subject to change and may besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable 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 Sep 25, 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.