Client Operations Associate

TEKsystems; Colorado Springs (CO); On-site; USD 26,000 - 29,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Job summary

TEKsystems is seeking a detail-oriented Client Operations Associate for its Retail Asset Management team in Colorado Springs. You will review, analyze, and process client requests, ensuring compliance with policies while managing 350–400 transactions monthly.

The role emphasizes critical thinking, attention to detail, and strong customer service in a fast-paced environment. Onsite work, with a focus on accuracy and efficiency in document review and transaction processing.

Qualifications

• 1+ year of experience in a policy-driven environment.
• Strong customer service experience.
• Excellent critical thinking and problem-solving skills.
• High attention to detail with the ability to identify errors and risks.
• Proficiency with Microsoft Outlook, Excel, and navigating multiple computer systems.
• Basic math skills and strong organizational abilities.

Responsibilities

• Review and process client requests received via phone, email, web, and paper documentation.
• Analyze forms and supporting documents to determine the appropriate action based on policies and procedures.
• Process both routine and complex account transactions, including account updates, beneficiary changes, account setup, and asset allocation requests.
• Identify missing information, discrepancies, or potential risks before completing transactions.
• Navigate multiple systems simultaneously to research and process requests.
• Handle approximately 350-400 transactions per month while maintaining quality and compliance standards.
• Provide occasional phone support (approximately 10% of the role).

Skills

Customer Service

Critical Thinking

Policy & Procedure Interpretation

Microsoft Excel

Multi-System Navigation

Attention to Detail

Documentation Review

Financial Operations

Tools

Microsoft Outlook

Microsoft Excel

Job description

Client Operations Associate

Overview

Our client is seeking a detail-oriented Client Operations Associate to join their Retail Asset Management team. This role involves reviewing and processing client requests, analyzing documentation, and ensuring transactions are completed accurately and in compliance with company policies. This is not a data entry role and requires strong critical thinking, decision-making, and attention to detail.

Key Responsibilities

• Review and process client requests received via phone, email, web, and paper documentation.
• Analyze forms and supporting documents to determine the appropriate action based on policies and procedures.
• Process both routine and complex account transactions, including account updates, beneficiary changes, account setup, and asset allocation requests.
• Identify missing information, discrepancies, or potential risks before completing transactions.
• Navigate multiple systems simultaneously to research and process requests.
• Handle approximately 350-400 transactions per month while maintaining quality and compliance standards.
• Provide occasional phone support (approximately 10% of the role).

Required Qualifications

• 1+ year of experience in a policy-driven environment.
• Strong customer service experience.
• Excellent critical thinking and problem-solving skills.
• High attention to detail with the ability to identify errors and risks.
• Proficiency with Microsoft Outlook, Excel, and navigating multiple computer systems.
• Basic math skills and strong organizational abilities.

Preferred Qualifications

• Financial services, banking, credit union, insurance, or wealth management experience.
• Associate's or Bachelor's degree preferred but not required.

Key Skills

Customer Service | Critical Thinking | Compliance | Policy & Procedure Interpretation | Microsoft Excel | Documentation Review | Transaction Processing | Attention to Detail | Financial Operations | Multi-System Navigation

Experience Level

Entry Level to Early Career (1+ years of related experience)

Job Type & Location

This is a Contract to Hire position based out of Colorado Springs, CO.

Pay and Benefits

The pay range for this position is $19.50 - $19.50/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 fully onsite position in Colorado Springs,CO.

Application Deadline

This position is anticipated to close on Aug 28, 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 regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.