Financial Services Client Specialist (Hybrid)

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

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.