Client Processing Associate (Financial Services)

TEKsystems; Colorado Springs (CO); On-site; USD 46,234,000 - 65,848,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

PTO / Vacation or Sick Leave

Employee Assistance Program

Job summary

TEKsystems is seeking a Client Processing Associate in Colorado Springs, CO to support retail investment operations by reviewing, analyzing, and processing client transactions. This onsite role emphasizes accuracy, compliance, and high-quality client service.

You will handle complex requests, verify documents, and ensure adherence to company policies across multiple systems. This contract-to-hire opportunity offers weekly pay and career growth in financial services.

Qualifications

• At least 1 year of experience in a policy-driven or regulated environment.
• Administrative, operations, claims processing, benefits processing, banking, customer service, or related experience.
• Strong attention to detail with the ability to identify inconsistencies and potential risks.
• Excellent critical thinking and problem-solving abilities.
• Comfortable reading, interpreting, and reviewing detailed documentation.
• Strong organizational skills and ability to prioritize multiple tasks.
• Ability to navigate multiple computer systems throughout the day.
• Basic Microsoft Office skills, including Excel and Outlook.
• Strong customer service mindset with excellent communication skills.
• Basic math proficiency.

Responsibilities

• Review and process client requests received through web, phone, email, and paper documentation.
• Analyze account paperwork to determine client intent and ensure requests meet company policies and compliance standards.
• Process account maintenance transactions such as profile and address updates, client agreements and documentation, required financial calculations, and account maintenance requests.
• Handle more complex transactions including beneficiary updates, distributions, new account setup, asset allocation, and inheritance/account transfer processing.
• Research documentation discrepancies and identify missing or conflicting information.
• Navigate multiple systems simultaneously while maintaining accuracy and efficiency.
• Review emails, paperwork, and call transcriptions to make informed processing decisions.
• Maintain high levels of quality, compliance, and customer service while managing a high-volume workload.
• Collaborate with supervisors and team members to resolve unique client situations and determine appropriate next steps.

Skills

Attention to detail

Analytical thinking

Customer service mindset

Problem solving

Multi-system navigation

Education

Associate's or Bachelor's degree

Tools

Excel

Outlook

Job description

Client Processing Associate - Launch Your Career in Financial Services!

*Location:* Corporate office in Colorado Springs, CO, 80920

*Pay:* $19.50/hr (paid weekly)

*Industry:* Financial Services / Investment Management

*Ready to Take Your Administrative Career to the Next Level?

Are you detail-oriented, analytical, and looking for an opportunity to break into the financial services industry with a highly respected investment management company?

We're seeking motivated professionals with administrative, operations, customer service, claims processing, benefits administration, or back-office support experience who thrive in structured environments and enjoy solving problems. This is an excellent opportunity to gain valuable experience in wealth management and financial operations while building a long-term career with a globally recognized investment organization.

This is NOT a data entry position. Instead, you'll be reviewing complex client requests, applying company policies and procedures, identifying potential risks, and making informed decisions that directly impact client accounts and experiences.

What You'll Be Doing

As a Client Processing Associate, you will support retail investment operations by reviewing, analyzing, and processing a variety of client transactions.

Core Responsibilities

• Review and process client requests received through web, phone, email, and paper documentation
• Analyze account paperwork to determine client intent and ensure requests meet company policies and compliance standards
• Process account maintenance transactions such as:
  • Profile and address updates
  • Client agreements and documentation
  • Required financial calculations
  • Account maintenance requests
• Handle more complex transactions including:
  • Beneficiary updates and distributions
  • New account setup
  • Asset allocation requests
  • Inheritance and account transfer processing
• Research documentation discrepancies and identify missing or conflicting information
• Navigate multiple systems simultaneously while maintaining accuracy and efficiency
• Review emails, paperwork, and call transcriptions to make informed processing decisions
• Maintain high levels of quality, compliance, and customer service while managing a high-volume workload
• Collaborate with supervisors and team members to resolve unique client situations and determine appropriate next steps

Why This Role Is Different

In this position, you'll be trusted to think critically and make informed decisions-not simply follow instructions.

You’ll evaluate documentation, identify potential compliance risks, interpret policies, and determine the best path forward for clients while maintaining regulatory standards.

Success in this role comes from strong judgment, attention to detail, and the ability to connect information across multiple documents and systems.

Required Qualifications

• At least 1 year of experience working in a policy-driven or regulated environment
• Administrative, operations, claims processing, benefits processing, banking, customer service, healthcare administration, or related experience
• Strong attention to detail with the ability to identify inconsistencies and potential risks
• Excellent critical thinking and problem-solving abilities
• Comfortable reading, interpreting, and reviewing detailed documentation
• Strong organizational skills and ability to prioritize multiple tasks
• Ability to navigate multiple computer systems throughout the day
• Basic Microsoft Office skills, including Excel and Outlook
• Strong customer service mindset with excellent communication skills
• Basic math proficiency

Preferred Qualifications

• Experience within banking, wealth management, credit unions, insurance, investments, or financial services
• Associate's or Bachelor's degree
• Previous experience processing transactions, claims, benefits, account maintenance, or client requests
• Experience working within compliance-focused environments

Ideal Backgrounds

• Candidates often come from positions such as:
  • Administrative Assistant
  • Operations Associate
  • Claims Processor
  • Claims Analyst
  • Benefits Analyst
  • Financial Operations Associate
  • Client Services Representative
  • Account Processing Specialist
  • Banking Associate
  • Loan Processor
  • Customer Operations Specialist
  • Documentation Specialist
  • Back Office Support Representative
  • Client Onboarding Associate

What You'll Gain

• Exposure to the financial services and investment industry
• Career advancement opportunities within a nationally recognized investment firm
• Professional training and development
• Valuable experience in financial operations, compliance, and client services
• The opportunity to build a long-term career with a highly respected organization

If you're a detail-oriented administrative professional looking to transition into financial services, this is an outstanding opportunity to gain experience with a leading investment company while developing skills that can accelerate your career for years to come.

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 Sep 2, 2026.

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.

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.