Customer Service Representative - Financial

TEKsystems; Minneapolis (MN); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) plan

Life Insurance

Disability (short & long-term)

HSA

Transportation benefits

Employee Assistance Program

Time Off / PTO

Job summary

TEKsystems in Minneapolis seeks 4 Customer Service contractors to assist Financial Advisors. This 12-month assignment offers potential permanent hire and requires strong attendance and performance.

Typical day includes handling 60–70 calls, sharing policy guidance, assisting with registrations, and supporting annuity/life product processes. Hybrid work setup based in Minneapolis, MN.

Qualifications

• 2+ years of customer service experience in a professional environment.
• High-speed internet connectivity (minimum 10 Mbps upload / 50 Mbps download).
• HS Diploma required; bachelor/assoc degree helpful per job posting.

Responsibilities

• Answer 60-70 incoming calls from Financial Professionals seeking policy guidance.
• Research policy guidelines and relay accurate information to Professionals.
• Assist in registration/navigation of company registration and follow-ups.
• Support New Business Annuity and Life products, policy holder benefits, claims.
• Meet training and performance expectations during Capstone and coaching periods.

Skills

Customer Service

financial services

Education

HS Diploma

Bachelor's/Associates degree

Job description

Description

Financial Services Organization in Minneapolis is seeking 4 Customer Service contractors to support their Financial Advisors in the field. This will be a 12 month long assignment with an opportunity to get hired on permanently. Strong performance and attendance is required before being considered for the permanent position on the team.

Typical Day

Expect to answer 60-70 incoming calls from Financial Professional's looking to get assistance on our policies and procedures to communicate back to their customers.

Research customer policy guidelines and reiterate information back to Financial Professional.

Provide accurate policy information to Financial Professionals.

Assist in registration and navigation of company registration.

Follow up with Financial Professional's when necessary.

Responsible for supporting Company New Business Annuity and Life products, Policy Holder Benefits, and Claims.

Training – Classroom training that will last 6 weeks and then 3 months on the phone training. Three points of reference for coaching during this period. Classroom time is critical, can’t miss ANY time (unless preplanned and requested in advance). Then Capstone period is an additional 3 months, on the phones and training – really need them to not miss anytime. Only exception is a pre-planned request.

Measure Performance – Monthly one on ones when out of training. During Capstone it’s weekly. Focused measure is Efficiency and Quality. Call time, and quality of answers. Attendance – 1 minute off is a tardy, ¼ of attendance point. Phone needs to be on, or you are late. 2 points is a verbal, then written. Two different types of Call reviews are completed by the quality team and direct manager. Quality team will reference 12 calls in Capstone, 5 calls out of training. Managers will pull calls to listen for Customer Service Skills and discuss during monthly one on ones.

Skills

Customer Service, financial services, call center, inbound calls, outbound calls, Email, Administration, Office suite, Insurance, Customer service oriented

Top Skills Details

Customer Service,financial services

Additional Skills & Qualifications

HS Diploma

2+ years of customer service experience in professional environment

Minimum internet speeds of 10 mbps upload and 50 mbps download

Preferred

Call center experience

Insurance, benefits, pension plan experience/knowledge

Bachelors Degree or Associates Degree Experience.

Experience Level

Intermediate Level

Job Type & Location

This is a Contract position based out of Minneapolis, MN.

Pay and Benefits

The pay range for this position is $20.00 - $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)

Workplace Type

This is a hybrid position in Minneapolis,MN.

Application Deadline

This position is anticipated to close on Sep 1, 2026.

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.