On-Site Financial Transactions Specialist

TEKsystems; Colorado Springs (CO); On-site; USD 26,000 - 29,000; Full time

Benefits offered by this job

Medical, dental & vision

Critical Illness, Accident, and Hosp

401(k) Retirement Plan - Pre-tax and R

Life Insurance (Voluntary Life & AD&D)

Short and long-term disability

Health Spending Account (HSA)

Transportation benefits

Employee Assistance Program

Time Off/Leave (PTO, Vacation or Sick)

Job summary

TEKsystems, a leading global provider of IT and professional staffing, seeks a Transaction Services Specialist for on-site work in Colorado Springs, CO. This contract-to-hire role focuses on reviewing and processing client requests, ensuring policy compliance, and delivering high-quality customer service across multiple channels.

Responsibilities include transaction processing, risk and compliance review, and trade-off decisions within a regulated environment.

Qualifications

• Minimum 1 year of experience working in a policy-driven environment with established procedures and compliance requirements.
• Experience reviewing information for accuracy and identifying gaps or risks.
• Strong customer service experience in a professional business environment.
• Ability to navigate multiple computer systems simultaneously.
• Proficiency with Microsoft Outlook and Microsoft Excel.
• Basic mathematical skills and numerical accuracy.
• Strong attention to detail and organizational skills.
• Demonstrated critical thinking and analytical problem-solving abilities.
• Experience in financial services, banking, credit unions, insurance, healthcare, or another highly regulated industry preferred.
• Experience in operations, transaction processing, claims processing, account administration, or client services preferred.
• Associate's or Bachelor's degree preferred, but not required.

Responsibilities

• Review and process client requests related to account maintenance, profile updates, agreements, and financial transactions.
• Analyze documentation to determine client intent and ensure requests meet policy and compliance requirements.
• Process routine and complex account transactions, including beneficiary changes, account setup, and asset allocation.
• Verify accuracy and completeness of submitted forms and supporting documentation.
• Manage a high volume of client activities while maintaining quality and accuracy standards.
• Evaluate documentation for completeness, accuracy, and potential risk.
• Apply established policies to support compliant decision-making.
• Identify discrepancies, missing information, and process exceptions.
• Exercise judgment on next steps for client requests.
• Maintain adherence to regulatory and internal compliance standards.
• Provide exceptional service while handling client requests and inquiries.
• Support phone-based interactions (about 10%).
• Collaborate with team members and leadership to resolve complex situations.
• Navigate multiple systems and applications to research and complete requests.
• Review information from emails, paper forms, web submissions, and phone transcripts.

Skills

Customer service

Attention to detail

Policy compliance

Microsoft Excel

Microsoft Outlook

Systems navigation

Analytical thinking

Education

Associate's or Bachelor's degree preferred

Tools

MS Outlook

MS Excel

Job description

TEKsystems, a leading global provider of IT and professional staffing, seeks a Transaction Services Specialist for on-site work in Colorado Springs, CO. This contract-to-hire role focuses on reviewing and processing client requests, ensuring policy compliance, and delivering high-quality customer service across multiple channels.

Responsibilities include transaction processing, risk and compliance review, and trade-off decisions within a regulated environment.