Financial Services Client Support Specialist (Onsite)

TEKsystems; Tampa (FL); On-site; USD 30,000 - 43,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Paid Time Off (PTO)

Life Insurance

Job summary

TEKsystems is seeking a Client Service Associate for an onsite role in Tampa, FL. The position supports Financial Advisors and clients, ensuring accurate data entry and adherence to regulatory requirements. This contract-to-hire opportunity emphasizes detailed record-keeping and excellent communication to deliver quality service.

The role is fully onsite in Tampa with a competitive pay rate and benefits eligibility. Apply by the stated deadline; role may convert to permanent based on performance.

Qualifications

• Strong communication skills
• Financial/banking experience
• History of maintaining strong detailed records and data entry

Responsibilities

• Under direct supervision, assists Financial Advisors and provides clients with quality service.
• Follows procedures to perform routine tasks with general guidance for non-routine tasks.
• Maintains daily contact with internal and external customers to obtain or provide information.
• Answers calls and questions from Financial Advisors and Sales Assistants about account opening and maintenance.
• Ensures client/account documentation meets AML/KYC and regulatory requirements.
• Reviews issues, analyzes data, and determines corrective actions.
• Processes department reports and resolves account issues with FA's/SA's.
• Supports policies and procedures and suggests workflow improvements.
• Contributes to projects, documentation, analysis and testing as needed.

Skills

Strong communication

Financial/banking

Data entry

Job description

TEKsystems is seeking a Client Service Associate for an onsite role in Tampa, FL. The position supports Financial Advisors and clients, ensuring accurate data entry and adherence to regulatory requirements. This contract-to-hire opportunity emphasizes detailed record-keeping and excellent communication to deliver quality service.

The role is fully onsite in Tampa with a competitive pay rate and benefits eligibility. Apply by the stated deadline; role may convert to permanent based on performance.