Client Services Associate

TEKsystems

United States

Remote

USD 28,000 - 32,000

Full time

6 days ago
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Benefits offered by this job

Medical, dental & vision
401(k) retirement plan
Life Insurance (Voluntary)

Job summary

TEKsystems is hiring a Financial Service Professional for a contract, fully remote role based out of Fort Mill, SC. The position offers hourly compensation and a structured training program to empower financial advisors and investors with excellent service.

You will handle 30-50 inbound contacts daily after training, supporting routine inquiries and complex transactions. A Bachelor's degree is required; SIE is a plus. This role emphasizes teamwork and growth.

Qualifications

  • 0-2+ years in a client-facing, service-oriented role.
  • Bachelor's degree from an accredited institution or equivalent education and experience.
  • Securities Industry Essentials (SIE) is a plus.

Responsibilities

  • Receive 30-50 inbound contacts daily and assist Advisors and Investors.
  • Complete a training program with extensive product, systems and client knowledge.
  • Provide exceptional service and support during onboarding and ongoing inquiries.

Skills

Customer service
Communication
Team collaboration

Education

Bachelor's degree

Job description

Description

Job Description:

Are you ready to kickstart your career in Financial Services, one of the most dynamic and fast-growing industries? Do you love being part of a team? Are you someone who thrives on solving complex problems and delivering exceptional client experiences? Join our client as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. Our client is offering an exciting opportunity for passionate individuals eager to learn, grow, and make a mark in the financial services sector.

What you can expect:

Learn & Grow: Immerse yourself in the financial services industry with extensive training and development. Our supportive environment is designed to provide you with the tools and knowledge to excel.

Career Advancement: This role is a gateway to a fulfilling career in Financial Services, where continuous learning and career growth are at the forefront, and the opportunity to create value

and serve others is endless.

Support & Development: From day one, youll be part of a vibrant team that values collaboration and innovation, helping you develop skills that will last a lifetime.

What You’ll Do:

As a Financial Service Professional, youll play a vital role in providing exceptional service to our advisors and investors. Heres a glimpse of what your day-to-day will look like:

Your journey will begin with a training program, where you will receive extensive training on our clients, systems, and products.

Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job

practice time.

Upon graduation from training, you will be onboarded to a team where together you serve as the first point of contact for our Advisors and their Investors, taking 30-50 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions.

Additional Skills & Qualifications

Ideal candidates will have:

Education: Bachelors degree from an accredited institution or equivalent education and experience.

Registration: Securities Industry Essentials (SIE) is a plus.

Experience: 0-2+ years in a client-facing, service-oriented role, ideally in a team-based environment.

Experience Level

Expert Level

Job Type & Location

This is a Contract position based out of Fort Mill, SC.

Pay and Benefits

The pay range for this position is $20.50 - $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 jobclassification and length of employment. Benefits are subject to change and may besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable for this temporary role may include the following:Medical, dental & visionCritical Illness, Accident, and Hospital401(k) Retirement Plan Pre-tax and Roth post-tax contributions availableLife Insurance (Voluntary Life & AD&D for the employee and dependents)Short and long-term disabilityHealth Spending Account (HSA)Transportation benefitsEmployee Assistance ProgramTime Off/Leave (PTO, Vacation or Sick Leave)

Job Type & Location

This is a Contract position based out of Fort Mill, SC.

Application Deadline

This position is anticipated to close on Nov 10, 2026.

Workplace Type

This is a fully remote position.

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.

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