Annuities Client Support Associate

TEKsystems; Coppell (TX); Hybrid; USD 32,000 - 34,000; Part 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

Time Off/Leave (PTO, Vacation or Sick)

Job summary

TEKsystems is seeking a contract-based support specialist for our financial services team in Coppell, TX. The role focuses on operational support, account maintenance, and handling complex inquiries related to annuities, retirement plans, and life events.

You will assist clients with retirement account operations, transfers, and servicing questions, acting as a Level 2 support resource beyond frontline teams. Strong call-center experience and familiarity with broker-dealer systems are valued.

Qualifications

• 2+ years of Banking or Financial Services experience, ideally annuities.
• 2+ years of customer-focused experience.

Responsibilities

• Handle complex and escalated issues from representatives and customers.
• Provide high quality support to clients in brokerage operations, advisory accounts, transfers, and related services.
• Assist clients with navigation of broker-dealer systems.
• Maintain call handling requirements and quality review scores within the schedule.
• Record each call accurately in the CRM tool.
• Work independently within the team to assist callers.
• Participate in off-phone projects as required.
• Provide training support internally and externally.
• Show understanding of the financial services industry and our role.
• Complete other duties as assigned.

Skills

Banking or Financial Services

Customer-focused

Tools

Microsoft Office

Job description

*Description*
Support a specialized financial services team handling three primary business areas: annuities, retirement plan accounts, and life events. The role focuses on operational support, account maintenance, customer inquiries, qualified retirement accounts, money movement requests, and complex service issues.
Representatives will assist clients with retirement account opening, account maintenance, transfers, and operational servicing questions. The team acts as a Level 2 support group handling more complex inquiries than the front-line Resource Center.

What you will do:

• You will quickly and thoughtfully handle complex and escalated issues from representatives and customers.
• Provide high quality support to our clients in all aspects of their business including brokerage operations, advisory accounts, transfers, direct business, etc.
• You will provide support to our clients with the navigation while using various systems associated with the broker-dealer.
• Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
• You will utilize the CRM (Client Relationship Management) tool to accurately record each call.
• Work independently within the team to assist callers without requiring outside help.
• You will participate in off-phone projects as required.
• Provide training support both internally and externally.
• Show an understanding of the financial services industry and our role in it.
• You will complete other duties as assigned.

Key Priorities for the role:

1. Annuities experience
2. Strong personality/culture fit
3. Complex case handling experience
4. Financial services or wealth management background
5. Call center experience
6. Retirement plan account knowledge
7. Life events/deceased account experience
8. Schedule flexibility and adaptability

What you need to have:

• 2+ years of Banking or Financial Services experience ideally annuities,
• 3+ years of proficiency with Microsoft Office
• 2+ years of customer focused experience

Experience Level

Intermediate Level

Job Type & Location

This is a Contract position based out of Coppell, TX.

Pay and Benefits

The pay range for this position is $23.00 - $25.00/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 Coppell,TX.

Application Deadline

This position is anticipated to close on Aug 18, 2026.

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.

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.

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.