Client Services Associate - Financial Services

TEKsystems; Minneapolis (MN); Hybrid; USD 32,000 - 36,000; Full time

Benefits offered by this job

Medical benefits

401(k) retirement plan

HSA (Health Savings Account)

Life insurance (employee & dependents)

Disability insurance

Paid time off

Job summary

TEKsystems in Minneapolis, MN is seeking a Client Services Associate to support financial professionals and customers. You’ll resolve account questions, handle money movement tasks, and manage inquiries across multiple systems in a high-volume environment.

The role emphasizes onboarding, training, and a collaborative team culture, with a four-days-onsite, one-day-remote hybrid schedule after training. This contract position offers strong development potential within financial services.

Qualifications

• Customer service, client support, banking, financial services, or operations experience.
• Strong communication and interpersonal skills.
• Ability to multitask and navigate multiple systems.
• Strong attention to detail and documentation skills.

Responsibilities

• Support financial professionals and internal partners by resolving account-related questions and operational issues.
• Assist with account opening requests, money movement transactions, retirement account inquiries, and related administrative processes.
• Manage inbound calls and emails while providing timely, professional, and accurate support.
• Research customer and advisor inquiries using multiple systems and internal resources.
• Document all interactions thoroughly and accurately within CRM and workflow management tools.
• Escalate unresolved issues to appropriate support teams when needed.
• Stay current on business processes, system updates, and operational procedures.
• Contribute to a positive team environment focused on service excellence and continuous improvement.

Skills

Customer service

Communication

Multitasking

Detail oriented

Problem solving

High-volume environment

Education

Bachelor's degree in Business/Finance/Economics

High school diploma/GED with relevant experience

Tools

Salesforce

Job description

Start Your Career in Financial Services

Are you looking for an opportunity to gain experience in the financial services industry while building valuable customer support and operations skills? We are seeking a Client Services Associate to join a collaborative team that supports financial professionals and helps ensure a seamless experience for customers.

This role is ideal for individuals who enjoy problem‑solving, working in a fast‑paced environment, and delivering exceptional service. You'll gain exposure to financial operations, account management processes, and industry‑leading systems while receiving comprehensive training and support.

What You'll Be Doing

• Support financial professionals and internal partners by resolving account‑related questions and operational issues.
• Assist with account opening requests, money movement transactions, retirement account inquiries, and related administrative processes.
• Manage inbound calls and emails while providing timely, professional, and accurate support.
• Research customer and advisor inquiries using multiple systems and internal resources.
• Document all interactions thoroughly and accurately within CRM and workflow management tools.
• Escalate unresolved issues to appropriate support teams when needed.
• Stay current on business processes, system updates, and operational procedures.
• Contribute to a positive team environment focused on service excellence and continuous improvement.

What We're Looking For

• Customer service, client support, banking, financial services, or operations experience.
• Strong communication and interpersonal skills.
• Ability to multitask and navigate multiple systems simultaneously.
• Strong attention to detail and documentation skills.
• Problem‑solving mindset with the ability to work independently and collaboratively.
• Comfortable working in a high‑volume environment while maintaining quality and accuracy.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field; or
• High school diploma/GED with at least one year of professional experience.

Preferred Experience

• Banking or financial services experience.
• CRM experience, including Salesforce or similar platforms.
• Experience supporting customers in a call center, operations, or service environment.
• Interest in investments, wealth management, or financial operations.

Training & Development

You’ll receive structured onboarding and hands‑on training designed to help you build confidence and expertise. During training, you’ll learn key financial processes, internal systems, and best practices while working alongside experienced team members.

Work Environment

This position follows a hybrid schedule of four days onsite and one day remote each week after training.

Training is conducted onsite to provide the support and hands‑on learning needed for success in the role. Once fully trained, you’ll enjoy a consistent hybrid schedule while remaining connected to a collaborative and team‑oriented work environment.

Why Apply?

• Competitive pay: $23.00 - $26.00/hour
• Opportunity to build experience within the financial services industry
• Hybrid work schedule after training
• Comprehensive onboarding and ongoing development
• Collaborative, supportive team culture
• Exposure to financial operations and advisor support functions
• Potential to develop skills that can lead to future career growth within financial services

Location: Minneapolis, MN

Schedule: Hybrid (4 days onsite, 1 day remote after training)

Pay: $23.00 - $26.00/hour

Employment Type: 12‑Month Contract

Pay And Benefits

• 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)

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.