Reporting Specialist

TEKsystems; United States; Hybrid; USD 26,000 - 37,000; Full time

Job summary

TEKsystems in Memphis, TN is seeking a detail-oriented Reporting Specialist to support daily operational and client service tasks. This hybrid role requires strong Excel and Outlook skills and experience with high-volume phone support. You will handle confidential information and collaborate with a team to meet deadlines and deliver exceptional service.

The position is contract to hire, offering benefits and opportunities for growth within a fast-paced financial services environment.

Qualifications

• Must have at least 3 years of client service experience in financial services.
• Proficient in Microsoft Excel and Outlook.
• Experience providing high-volume phone support.

Responsibilities

• Process and manage daily operational reports with high accuracy.
• Handle confidential client information per compliance standards.
• Provide professional phone support to clients and internal stakeholders.
• Deliver a service-first experience in all interactions.
• Collaborate with team in virtual and in-person settings to meet goals.
• Participate in training and process-improvement initiatives.
• Use Microsoft Office for reporting, communication, and documentation.

Skills

Client service

Excel

Phone support

Education

High School Diploma

Tools

Outlook

Job description

Description

Experience Level

Intermediate Level

We are seeking a detail-oriented and customer-focused Reporting Specialist to support daily operational and client service functions. This role is ideal for individuals who thrive in a fast-paced environment, excel at handling sensitive information, and are committed to delivering exceptional service experiences. The position requires strong communication skills, the ability to meet strict deadlines, and a collaborative approach to teamwork.

Key Responsibilities

• Process and manage daily operational reports with a high degree of accuracy and timeliness.
• Handle confidential client information while maintaining data integrity and compliance standards.
• Provide professional phone support to clients and internal stakeholders, addressing inquiries and resolving issues efficiently.
• Deliver a service-first experience through all customer interactions.
• Collaborate with team members in both virtual and in-person settings to achieve operational goals.
• Participate in training sessions, team meetings, and process improvement initiatives.
• Utilize Microsoft Office applications, including Excel, Outlook, and Word, for reporting, communication, and documentation activities.

Required Qualifications

• Minimum 3 years of client service experience within the financial services industry.
• Strong experience using Microsoft Excel and Outlook in a professional environment.
• Demonstrated experience providing high-volume phone support.
• High School Diploma or equivalent required.
• Stable work history with a proven track record of reliability and commitment.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to prioritize multiple tasks and deadlines.

Preferred Qualifications

• Experience working with high-net-worth clients or financial advisors.
• experience in operations, reporting, or customer support within a regulated industry.
• Ability to quickly learn new systems and processes.

What We’re Looking For

• Strong attention to detail and accuracy.
• Excellent problem-solving and critical-thinking abilities.
• Professionalism when handling confidential information.
• Positive attitude and strong team collaboration skills.
• Commitment to delivering exceptional customer service.

This opportunity offers the chance to work in a collaborative environment, develop valuable industry experience, and contribute to a team dedicated to operational excellence and client satisfaction.

Job Type & Location

This is a Contract to Hire position based out of Memphis, TN.

Pay and Benefits

The pay range for this position is $23.00 - $23.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your jobclassification and length of employment. Benefits are subject to change and may besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Memphis,TN.

Application Deadline

This position is anticipated to close on Sep 30, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.