Customer Service Representative (Financial Services)

TEKsystems; Minnesota; Hybrid; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Job summary

TEKsystems is seeking a Customer Service Representative in Golden Valley, MN for a 12-month contract-to-hire opportunity. The role supports Financial Professionals with guidance on products, policies, procedures, and account inquiries.

The ideal candidate thrives in a fast-paced environment, has strong communication skills, and is eager to build a career in financial services. Training will cover 6 weeks classroom, 3 months of guided phone training, and a 3‑month Capstone period.

Qualifications

• High School Diploma or GED required.
• Minimum 2 years of customer service experience in a professional environment.
• Strong communication and problem-solving skills.
• Ability to multitask and navigate multiple systems.

Responsibilities

• Handle 60-70 inbound calls daily from Financial Professionals.
• Research and communicate policy and procedural information accurately.
• Support inquiries related to annuity and life insurance products.
• Assist with policyholder benefits, claims, and new business processing.
• Provide support with registration and system navigation.
• Follow up on outstanding requests and inquiries as needed.
• Maintain a high level of professionalism and customer service excellence.
• Accurately document interactions and adhere to established procedures.

Skills

Customer Service

Communication

Problem Solving

Multitasking

MS Office

Email Communication

Education

HS Diploma or GED

Tools

CRM systems

Job description

Job Description

Customer Service Representative

Minneapolis, MN | 12-Month Contract-to-Hire

Overview

A leading financial services organization in Minneapolis is seeking Customer Service Representatives to support Financial Professionals by providing guidance on products, policies, procedures, and account-related inquiries. This is a long-term contract opportunity with the potential for permanent hire based on performance, attendance, and business needs.

Candidates who thrive in a fast-paced environment, enjoy helping others, and are interested in building a career in financial services are encouraged to apply.

Responsibilities

• Handle 60-70 inbound calls daily from Financial Professionals.
• Research and communicate policy and procedural information accurately.
• Support inquiries related to annuity and life insurance products.
• Assist with policyholder benefits, claims, and new business processing.
• Provide support with registration and system navigation.
• Follow up on outstanding requests and inquiries as needed.
• Maintain a high level of professionalism and customer service excellence.
• Accurately document interactions and adhere to established procedures.

Training & Development

This position includes a comprehensive training program designed to ensure long-term success:

• 6 weeks of classroom training
• 3 months of guided phone training
• 3-month Capstone period with continued coaching and development

Attendance during training is critical. Time off during the training and Capstone periods is generally not permitted unless approved in advance.

Performance Expectations

Employees are evaluated on:

• Quality of customer interactions
• Accuracy of information provided
• Call handling efficiency
• Customer service skills
• Attendance and punctuality

Regular coaching sessions, quality reviews, and one-on-one performance discussions are provided to support ongoing development.

Required Qualifications

• High School Diploma or GED
• Minimum 2 years of customer service experience in a professional environment
• Strong communication and problem-solving skills
• Ability to multitask and navigate multiple systems
• Reliable internet connection with:
  • Minimum 50 Mbps download speed
  • Minimum 10 Mbps upload speed

Preferred Qualifications

• Call center experience
• Financial services experience
• Insurance, benefits, or pension plan knowledge
• Associate's or Bachelor's degree
• Experience supporting customers in a high-volume environment

Desired Skills

• Customer Service
• Financial Services
• Call Center Support
• Inbound & Outbound Calls
• Insurance Knowledge
• Administrative Support
• Microsoft Office Suite
• Email Communication
• Problem Solving
• Attention to Detail

Why Apply?

• Opportunity to join a respected financial services organization
• Structured training and career development program
• Supportive team environment
• Potential for permanent employment based on performance
• Valuable experience within the financial services industry

Job Type & Location

This is a Contract position based out of Golden Valley, MN.

Pay and Benefits

The pay range for this position is $20.00 - $23.00/hr.

• 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 Golden Valley,MN.

Application Deadline

This position is anticipated to close on Aug 25, 2026.