Client Services Associate

TEKsystems; Tampa (FL); On-site; USD 30,000 - 43,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Short and long-term disability

PTO

Job summary

TEKsystems is seeking a Client Service Associate for an onsite role in Tampa, FL. The position pays $26.44/hr and supports Financial Advisors by delivering quality client service, maintaining records, and ensuring compliance with account opening and maintenance workflows.

This contract-to-hire role requires strong communication, attention to detail, and the ability to work under supervision on routine and non-routine tasks within established procedures.

Qualifications

• Experience in financial/banking environments.
• Ability to maintain accurate, detailed records and data entry.
• Excellent communication with clients and internal teams.

Responsibilities

• Assist Financial Advisors and provide clients with quality service under supervision.
• Follow procedures to perform routine tasks and handle non-routine tasks with guidance.
• Maintain routine contact with internal and external customers to obtain or share information.
• Answer calls and questions from FA's and SA's about account opening and maintenance.
• Enforce documentation requirements to meet AML/KYC regulations.
• Review issues, analyze data, and determine corrective actions.
• Process basic department reports and coordinate with FA's/SA's to resolve issues.
• Support policies and procedures and suggest workflow improvements.
• Contribute to department projects, documentation, and testing as needed.
• Maintain detailed records to ensure client requests are logged and completed timely.
• Participate in cross-training and assist with other operations as required.

Skills

Strong communication

Financial/banking

Data entry

Job description

Client Service Associate

Location/Work Environment: Onsite role

Pay Rate: $26.44/hr

• History of maintaining strong detailed records/data entry
• Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service.
• Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility.
• Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.
• Answers calls and questions from Financial Advisors (FA's) and Sales Assistants (SA's) related to account opening and maintenance.
• Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti-Money Laundering and Know Your Client.
• Reviews standard issues, analyzes and interprets data and determines appropriate corrective action.
• Processes various basic department related reports and contacts FA's and SA's to resolve account issues.
• Supports and complies with established policies and procedures.
• May recommend suggestions to improve workflows, policies, and procedures.
• Contributes to department projects, documentation, general analysis and testing as needed.
• Reviews daily tasks for accuracy and completeness. Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion. R
• Receives cross-training and assists with other operational functions as required.

Must Haves

• Strong communication skills
• Financial/banking
• History of maintaining strong detailed records/data entry

Essential Duties & Responsibilities

• Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service.
• Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility.
• Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.
• Answers calls and questions from Financial Advisors (FA's) and Sales Assistants (SA's) related to account opening and maintenance.
• Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti-Money Laundering and Know Your Client.
• Reviews standard issues, analyzes and interprets data and determines appropriate corrective action.
• Processes various basic department related reports and contacts FA's and SA's to resolve account issues.
• Supports and complies with established policies and procedures.
• May recommend suggestions to improve workflows, policies, and procedures.
• Contributes to department projects, documentation, general analysis and testing as needed.
• Reviews daily tasks for accuracy and completeness. Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion. R
• Receives cross-training and assists with other operational functions as required.

Pay And Benefits

The pay range for this position is $26.44 - $26.44/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)

Job Type & Location

This is a Contract to Hire position based out of Tampa, FL.

Application Deadline

This position is anticipated to close on Oct 30, 2026.

Workplace Type

This is a fully onsite position in Tampa,FL.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

About TEKsystems And TEKsystems Global Services

Were 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. Were 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. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were 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 regards 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.