Client Relationship Associate — Financial Services (Hybrid)

TEKsystems; Tempe (AZ); Hybrid; USD 47,000 - 57,000; Full time

Benefits offered by this job

Bonus opportunities

Comprehensive benefits package

Licensing support

Hybrid schedule after training

Job summary

TEKsystems in Tempe, AZ is seeking a Client Relationship Associate to serve as the first point of contact for clients and deliver exceptional service while gaining financial services knowledge.

You will support inbound calls, answer account questions, and build strong client relationships through professional communication. Training is provided to help you grow within the role and the organization.

Qualifications

• Strong communication and relationship-building skills.
• Customer-focused mindset and problem-solving ability.
• Professionalism and attention to detail.
• Ability to navigate technology and learn new systems.
• Desire to build a long-term career in financial services.
• Previous experience in customer service or client-facing environments is welcome.

Responsibilities

• Handle inbound phone interactions with clients.
• Assist with account-related questions and service requests.
• Build strong client relationships through professional communication.
• Research and resolve inquiries across multiple systems.
• Collaborate with internal teams to ensure a seamless client experience.
• Learn financial services products, processes, and regulations.
• Complete training provided to succeed and grow in the role.

Skills

Communication skills

Relationship building

Problem solving

Technology navigation

Customer service experience

Job description

TEKsystems in Tempe, AZ is seeking a Client Relationship Associate to serve as the first point of contact for clients and deliver exceptional service while gaining financial services knowledge.

You will support inbound calls, answer account questions, and build strong client relationships through professional communication. Training is provided to help you grow within the role and the organization.