Client Services Associate

TEKsystems; Tempe (AZ); Hybrid; USD 29,000 - 32,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Life Insurance

Disability insurance

HSA

Transportation benefits

Employee Assistance Program

Paid time off

Job summary

TEKsystems in Tempe, AZ is seeking a Client Services Associate to support financial advisors with commissions, compensation, and reporting inquiries in a fast-paced environment.

The role offers a hybrid schedule (on-site Mon-Wed, remote Thu-Fri) and focuses on delivering excellent customer service, handling inbound calls, researching issues, documenting interactions, and escalating complex cases as needed.

Qualifications

• Previous customer service or call center experience.
• Strong attention to detail and problem-solving skills.
• Ability to multitask in a fast-paced environment.
• Experience in banking, financial services, investments, wealth management, or advisor support preferred.

Responsibilities

• Handle inbound advisor calls related to commissions, compensation payments, reporting inquiries, and account servicing questions.
• Research and resolve inquiries while delivering exceptional customer service.
• Document interactions and manage cases accurately.
• Escalate complex issues as needed.
• Navigate multiple systems and tools to efficiently resolve concerns.

Skills

Customer service

Attention to detail

Problem solving

Multitasking

Tools

CRM systems

Oracle

Dynamics

NICE CXone

Job description

Client Services Associate (Hybrid)

Join a growing financial services team where you'll play a key role supporting financial advisors with commissions, compensation, and reporting inquiries. This is a great opportunity for customer-focused professionals looking to build experience in the financial industry while enjoying a hybrid schedule with

Monday-Wednesday onsite and Thursday-Friday remote.

Responsibilities:

• Handle inbound advisor calls related to commissions, compensation payments, reporting inquiries, and account servicing questions.
• Research and resolve inquiries while delivering exceptional customer service.
• Document interactions and manage cases accurately.
• Escalate complex issues as needed.
• Navigate multiple systems and tools to efficiently resolve concerns.

Qualifications:

• Previous customer service or call center experience.
• Strong attention to detail and problem-solving skills.
• Ability to multitask in a fast-paced environment.
• Experience in banking, financial services, investments, wealth management, or advisor support preferred.
• Familiarity with CRM systems, Oracle, Dynamics, or NICE CXone is a plus.

Job Type & Location

This is a Contract position based out of Tempe, AZ.

Pay and Benefits

The pay range for this position is $21.00 - $23.00/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 position based out of Tempe, AZ.

Application Deadline

This position is anticipated to close on Nov 23, 2026.

Workplace Type

This is a hybrid position in Tempe,AZ.

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.

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.

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 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.