Hybrid Financial Client Support Specialist

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

Job summary

TEKsystems in Southfield, MI is seeking a Client Services Representative to act as the primary contact for clients, financial advisors, and branch associates. You will provide account access support and resolve service inquiries while maintaining compliance and strong customer experience.

This contract-to-hire role offers hybrid remote work, around-the-clock support, and a fast-paced environment. Training is provided to ensure accuracy, efficiency, and excellent service delivery.

Qualifications

• Customer service, call center, banking, or financial services experience preferable.
• Strong communication, problem-solving, and multitasking skills.
• Detail-oriented with the ability to navigate multiple systems simultaneously.
• Comfortable handling 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 to ensure timely resolution and satisfaction.

Skills

Customer service

Communication

Problem-solving

Multitasking

Tools

CRM systems

Job description

TEKsystems in Southfield, MI is seeking a Client Services Representative to act as the primary contact for clients, financial advisors, and branch associates. You will provide account access support and resolve service inquiries while maintaining compliance and strong customer experience.

This contract-to-hire role offers hybrid remote work, around-the-clock support, and a fast-paced environment. Training is provided to ensure accuracy, efficiency, and excellent service delivery.