Wealth Management Operations Associate Client Transactions

TEKsystems; Colorado Springs (CO); On-site; USD 46,234,000 - 65,848,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

PTO / Vacation or Sick Leave

Employee Assistance Program

Job summary

TEKsystems is seeking a Client Processing Associate in Colorado Springs, CO to support retail investment operations by reviewing, analyzing, and processing client transactions. This onsite role emphasizes accuracy, compliance, and high-quality client service.

You will handle complex requests, verify documents, and ensure adherence to company policies across multiple systems. This contract-to-hire opportunity offers weekly pay and career growth in financial services.

Qualifications

• At least 1 year of experience in a policy-driven or regulated environment.
• Administrative, operations, claims processing, benefits processing, banking, customer service, or related experience.
• Strong attention to detail with the ability to identify inconsistencies and potential risks.
• Excellent critical thinking and problem-solving abilities.
• Comfortable reading, interpreting, and reviewing detailed documentation.
• Strong organizational skills and ability to prioritize multiple tasks.
• Ability to navigate multiple computer systems throughout the day.
• Basic Microsoft Office skills, including Excel and Outlook.
• Strong customer service mindset with excellent communication skills.
• Basic math proficiency.

Responsibilities

• Review and process client requests received through web, phone, email, and paper documentation.
• Analyze account paperwork to determine client intent and ensure requests meet company policies and compliance standards.
• Process account maintenance transactions such as profile and address updates, client agreements and documentation, required financial calculations, and account maintenance requests.
• Handle more complex transactions including beneficiary updates, distributions, new account setup, asset allocation, and inheritance/account transfer processing.
• Research documentation discrepancies and identify missing or conflicting information.
• Navigate multiple systems simultaneously while maintaining accuracy and efficiency.
• Review emails, paperwork, and call transcriptions to make informed processing decisions.
• Maintain high levels of quality, compliance, and customer service while managing a high-volume workload.
• Collaborate with supervisors and team members to resolve unique client situations and determine appropriate next steps.

Skills

Attention to detail

Analytical thinking

Customer service mindset

Problem solving

Multi-system navigation

Education

Associate's or Bachelor's degree

Tools

Excel

Outlook

Job description

TEKsystems is seeking a Client Processing Associate in Colorado Springs, CO to support retail investment operations by reviewing, analyzing, and processing client transactions. This onsite role emphasizes accuracy, compliance, and high-quality client service.

You will handle complex requests, verify documents, and ensure adherence to company policies across multiple systems. This contract-to-hire opportunity offers weekly pay and career growth in financial services.