Client Services Associate - Financial Office

TEKsystems; Council Bluffs (IA); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Paid time off

Job summary

TEKsystems is hiring a Client Service Associate in Council Bluffs, IA. The role supports financial advisors by handling client interactions, coordinating calendars, and maintaining accurate records in CRM systems.

A strong focus on client experience and the ability to learn new technologies is essential. Responsibilities include greeting clients, processing account maintenance requests, preparing materials, and assisting with seminars and events.

Qualifications

• Experience in financial services and client onboarding.
• Proficiency with CRM and financial documentation processes.
• Bachelor’s degree in Business/Finance/Accounting preferred.

Responsibilities

• Serve as the primary point of contact for clients by phone, email, and in-person interactions.
• Greet walk-in clients and ensure a positive office experience.
• Coordinate advisor calendars and schedule client appointments.
• Prepare meeting materials and assist with follow-up communications.
• Process client account maintenance requests including openings, transfers, and address updates.
• Maintain accurate client records within CRM systems.
• Support advisors with administrative and operational tasks.
• Collaborate with financial institutions and custodians to resolve client issues.
• Manage incoming calls and direct communications appropriately.
• Assist with office operations, document preparation, mail management, and client engagement activities.
• Support educational events, seminars, newsletters, and administrative projects as needed.

Skills

CRM experience

Financial services experience

Account openings/financial documents

AI tools adoption

Education

Bachelor's Degree in Business/Finance/Accounting

Tools

Wealthbox

Redtail

Salesforce

Job description

TEKsystems is hiring a Client Service Associate in Council Bluffs, IA. The role supports financial advisors by handling client interactions, coordinating calendars, and maintaining accurate records in CRM systems.

A strong focus on client experience and the ability to learn new technologies is essential. Responsibilities include greeting clients, processing account maintenance requests, preparing materials, and assisting with seminars and events.