Hybrid Financial Services & Client Support Specialist

TEKsystems; Bloomington (IL); Hybrid; USD 25,000 - 28,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance (Voluntary)

Short and long-term disability

PTO/Vacation or Sick Leave

Transportation benefits

Job summary

TEKsystems in Bloomington, IL is seeking a Customer Service Specialist to support financial advisors, process transactions, and maintain client records with accuracy. This contract-to-hire hybrid role requires strong organization, clear communication, and a dependable, team-oriented mindset as you rotate through account activities.

You will handle inbound inquiries, account maintenance, and tax withholding requests while delivering high-quality service.

Qualifications

• Experience handling financial data and records.
• Demonstrated ability to manage priorities and stay organized.
• Excellent written and verbal communication skills.

Responsibilities

• Process transactions and service requests with accuracy and attention to detail.
• Provide inbound service support to financial advisors via phone and email.
• Handle account maintenance such as name, address, and beneficiary changes.
• Process contributions, distributions, trades, and tax withholding requests.
• Participate in task rotations focusing on specific account activities.
• Maintain high service levels and adapt to changing priorities.

Skills

Highly organized

Fast-paced environment

Strong communication skills

Team-oriented

Coachable and receptive to feedback

Positive attitude

Accountable and improvement-focused

Dependable

Job description

TEKsystems in Bloomington, IL is seeking a Customer Service Specialist to support financial advisors, process transactions, and maintain client records with accuracy. This contract-to-hire hybrid role requires strong organization, clear communication, and a dependable, team-oriented mindset as you rotate through account activities.

You will handle inbound inquiries, account maintenance, and tax withholding requests while delivering high-quality service.