Remote Client Services Associate - Financial Services

TEKsystems; Tempe (AZ); Hybrid; USD 23,866 - 33,992; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Paid time off (PTO)

Job summary

TEKsystems in Tempe, AZ is seeking a Contract Client Services Associate to support advisors and investors. You will handle inbound inquiries, resolve issues, and assist with account servicing while documenting interactions across systems.

The role emphasizes training, development, and a customer-first mindset in a fast-paced, hybrid environment. Strong communicator with detail orientation will thrive here.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 0-2+ years of experience in customer service, client support, retail, hospitality, banking, call center, or other service-oriented environments.
• Excellent verbal and written communication skills.
• Strong problem-solving and critical-thinking abilities.
• Ability to multitask and navigate multiple computer systems.
• High attention to detail and organizational skills.
• Strong sense of ownership and accountability.
• Passion for helping others and delivering an exceptional customer experience.

Responsibilities

• Serve as the primary point of contact for advisors and investors.
• Handle approximately 25-30 inbound contacts daily.
• Resolve account inquiries and research issues efficiently.
• Assist with financial transaction requests and account servicing.
• Navigate multiple systems simultaneously while documenting interactions.
• Analyze client concerns and provide accurate, timely resolutions.
• Deliver exceptional customer service through phone and written communication.
• Collaborate with internal teams to ensure client needs are met.
• Participate in comprehensive training and ongoing development programs.

Skills

Customer Service

Communication Skills

Problem Solving

Multitasking

Attention to Detail

Client Support

Education

Bachelor's degree

Job description

TEKsystems in Tempe, AZ is seeking a Contract Client Services Associate to support advisors and investors. You will handle inbound inquiries, resolve issues, and assist with account servicing while documenting interactions across systems.

The role emphasizes training, development, and a customer-first mindset in a fast-paced, hybrid environment. Strong communicator with detail orientation will thrive here.