Hybrid Client Services Specialist - Advisor Support

TEKsystems; Tempe (AZ); Hybrid; USD 29,000 - 32,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Life Insurance

Disability insurance

HSA

Transportation benefits

Employee Assistance Program

Paid time off

Job summary

TEKsystems in Tempe, AZ is seeking a Client Services Associate to support financial advisors with commissions, compensation, and reporting inquiries in a fast-paced environment.

The role offers a hybrid schedule (on-site Mon-Wed, remote Thu-Fri) and focuses on delivering excellent customer service, handling inbound calls, researching issues, documenting interactions, and escalating complex cases as needed.

Qualifications

• Previous customer service or call center experience.
• Strong attention to detail and problem-solving skills.
• Ability to multitask in a fast-paced environment.
• Experience in banking, financial services, investments, wealth management, or advisor support preferred.

Responsibilities

• Handle inbound advisor calls related to commissions, compensation payments, reporting inquiries, and account servicing questions.
• Research and resolve inquiries while delivering exceptional customer service.
• Document interactions and manage cases accurately.
• Escalate complex issues as needed.
• Navigate multiple systems and tools to efficiently resolve concerns.

Skills

Customer service

Attention to detail

Problem solving

Multitasking

Tools

CRM systems

Oracle

Dynamics

NICE CXone

Job description

TEKsystems in Tempe, AZ is seeking a Client Services Associate to support financial advisors with commissions, compensation, and reporting inquiries in a fast-paced environment.

The role offers a hybrid schedule (on-site Mon-Wed, remote Thu-Fri) and focuses on delivering excellent customer service, handling inbound calls, researching issues, documenting interactions, and escalating complex cases as needed.