High Level Financial/Banking CSR

TEKsystems; United States; Hybrid; USD 31,000 - 45,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) retirement plan

Life Insurance (Voluntary)

Short and long-term disability

Health Spending Account (HSA)

Transportation benefits

Employee Assistance Program

Time Off / PTO

Job summary

TEKsystems in Southfield, MI is seeking a Client Services Representative to be the main contact for clients, financial advisors, and branch associates, handling account access and service inquiries in a hybrid remote setting. The role emphasizes delivering exceptional customer service and resolving issues efficiently while ensuring compliance with procedures.

The position involves handling 50–60 inbound calls per day, paid training, and a quality-focused environment that values accuracy and

Qualifications

• Customer service or call center experience preferred.
• Strong communication, problem-solving, and multitasking skills.
• Detail-oriented with the ability to navigate multiple systems.
• Comfortable with a high-volume call environment.

Responsibilities

• Handle inbound client calls and provide outstanding customer service.
• Assist with username/password resets, account access support, and profile updates.
• Process address changes, phone number updates, and other account maintenance requests.
• Research and resolve client inquiries using internal resources and procedures.
• Accurately document client interactions while on calls.
• Collaborate with internal teams to resolve more complex issues.
• Adhere to identity verification and compliance requirements.
• Follow up with clients as needed to ensure timely resolution and satisfaction.

Skills

Customer service

Call center

Financial services

Job description

Client Services Representative

Southfield, MI (Hybrid Remote)

Pay Rate: $27.50/hour

The Client Services Representative serves as the primary point of contact for clients, Financial Advisors, and branch associates, providing support for account access and general service-related inquiries. This role focuses on delivering exceptional customer service while resolving issues efficiently and ensuring compliance with company procedures.

Responsibilities:

• Handle inbound client calls and provide outstanding customer service.
• Assist with username/password resets, account access support, and profile updates.
• Process address changes, phone number updates, and other account maintenance requests.
• Research and resolve client inquiries using internal resources and procedures.
• Accurately document client interactions while on calls.
• Collaborate with internal teams to resolve more complex issues.
• Adhere to identity verification and compliance requirements.
• Follow up with clients as needed to ensure timely resolution and satisfaction.

Qualifications:

• Customer service, call center, banking, or financial services experience preferred.
• Strong communication, problem-solving, and multitasking skills.
• Detail-oriented with the ability to navigate multiple systems simultaneously.
• Comfortable handling a high-volume call environment.

Additional Details:

• Hybrid remote work schedule.
• Average of 50-60 inbound calls per day, with higher volumes during peak seasons.
• Paid training provided, including hands‑on practice and mock‑call scenarios.
• Quality‑focused environment with an emphasis on customer experience, accuracy, and compliance.

Job Type & Location

This is a Contract to Hire position based out of Southfield, MI.

Pay and Benefits

The pay range for this position is $27.50 - $27.50/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 jobclassification and length of employment. Benefits are subject to change and may besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable 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 & amp; 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 Southfield,MI.

Application Deadline

This position is anticipated to close on Sep 27, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands‑on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

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.