Financial Services Client Support Pro

TEKsystems; Fairfield (IA); On-site; USD 20,000 - 29,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Paid time off

Job summary

TEKsystems seeks a Client Service Representative for Financial Services in Fairfield, IA. You will lead conversations, ask security questions, and maintain a calm, empathetic approach while supporting clients and financial professionals.

Responsibilities include handling account information, processing paperwork, verifying procedures, and resolving inquiries promptly. This is a Contract to Hire, onsite role with a competitive hourly wage.

Qualifications

• 1+ year of experience in customer service, call center, banking, credit union, or other client-facing roles.
• Strong verbal and written communication skills, including professional email correspondence.
• Basic computer proficiency and ability to navigate multiple systems.
• Typing speed of approximately 30-40 WPM.
• Self-motivated with the ability to work independently.
• Ability to remain composed and professional when handling challenging customer interactions.
• Strong problem-solving and organizational skills.

Responsibilities

• Provide service and support related to account information, incoming paperwork, and distribution requests.
• Guide clients through required security and verification procedures while delivering a positive customer experience.
• Research and resolve client and advisor inquiries in a timely and professional manner.
• Communicate operational processes, policies, and financial industry procedures clearly and accurately.
• Develop a strong understanding of company policies and apply them effectively in daily work.
• Collaborate with internal teams to improve processes, procedures, and document templates.
• Manage and organize client documentation using internal database and workflow systems, including scanned and electronically submitted documents.
• Uphold company values while delivering high-quality service in a fast-paced environment.

Skills

Customer service experience

Verbal communication

Written communication

Typing 30-40 WPM

Independent worker

Composure under pressure

Problem solving

Organizational skills

Job description

TEKsystems seeks a Client Service Representative for Financial Services in Fairfield, IA. You will lead conversations, ask security questions, and maintain a calm, empathetic approach while supporting clients and financial professionals.

Responsibilities include handling account information, processing paperwork, verifying procedures, and resolving inquiries promptly. This is a Contract to Hire, onsite role with a competitive hourly wage.