Account Services Specialist

TEKsystems; Minneapolis (MN); Hybrid; Full time

Job summary

TEKsystems is hiring for Account Services Coordinators to support a financial services company in Golden Valley, MN. This role involves processing applications for Annuity products, providing customer service to Financial Advisors, and ensures accurate task completion. This position offers hybrid work arrangements after the training period and has potential for permanent employment.

Benefits

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Short and long-term disability

Health Spending Account (HSA)

Employee Assistance Program

Time Off/Leave (PTO, Vacation or Sick Leave)

Qualifications

• 2+ years of recent professional corporate experience.
• Prefer College Graduate and Financial Services experience.
• Customer Service Call Center experience is acceptable.

Responsibilities

• Support Financial Advisors by processing and reviewing applications for Annuity products.
• Communicate primarily through email and phone regarding application issues.
• Manage up to 100 tasks per day with a focus on accuracy.

Skills

Customer service

Customer support

Financial services

Banking

Data entry

Education

HS Diploma

Job description

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TEKsystems is actively hiring for Account Services Coordinators for a financial services company in Golden Valley, MN!

Start Date: June 30th

Description

Exclusive opportunity with Financial Institution located in Golden Valley, MN. This assignment will be on site for a minimum of 4 weeks for training and then become Hybrid. 3 days in office and 2 days remote.

These positions are open due to an influx in business, that is creating additional work. Some of the positions will be supporting a team that's going to be training on a new database. The right candidates will be supporting the normal day to day work while the team is training on the new system. This assignment will go through the year and has an opportunity to get extended, highly likely to extend through 2025. Good news is that this line of business is growing rapidly. There could be an opportunity for offers of permanent employment. Applying within and interviewing would be expected.

This is blend of completing tasks and providing customer service to Financial Advisors who are submitting the applications for Annuity products. No Customer contact but you will be expected to speak with Financial Advisors that will communicate with customers. Most of the communication is through email and a couple of phone calls, if customer/client prefers. Working with Broker Dealers, FMO's, and internal partners. We really would like to see candidates that are NOT afraid to pick up the phone and walk through the Financial Advisors issues.

Typical Day - processing and accuracy is very important. Number of tasks processed per day would be as much as 100. These easier tasks would require less research, investigative work, etc. When working the more difficult tasks, processing 50 daily would be expected due to the amount of time spent in discovery.

Work Environment / Department Info - New Business Annuity (Variable and Fixed). Applications are being sent to this team from Field Reps (Financial Advisors). Each application needs to be reviewed and sent back if there are errors or items missing. The field reps are working directly with customers and the field reps rely on you to get the application approved and in force!

Skills

Customer service, Customer support, Financial services, Banking, Data entry

Top Skills Details

Customer service

Additional Skills & Qualifications

HS Diploma

2+ years of recent professional corporate experience

Prefer College Graduate and Financial Services experience

Hiring Manager did state that Customer Service Call Center experience would work as well.

Pay And Benefits

The pay range for this position is $18.00 - $23.00/hr.

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 Jun 13, 2025.

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  IT Services and IT Consulting

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