Account Associate

TEKsystems • Minneapolis, MN

5d • $22 - $22 • Hybrid

About The Position

A leading financial services organization is seeking an Account Associate to join its client support team. This position serves as a key point of contact for clients and internal business partners, helping manage account-related activities, reporting, document review, and customer inquiries. This is an excellent opportunity for candidates with experience in customer service, account support, financial services, or administrative operations who are looking to grow their careers in a professional office environment.

Requirements

• Minimum of 2 years of professional customer service, account support, administrative, or financial services experience; OR Bachelor's degree with relevant internship or professional experience.
• Experience working with Microsoft Office, including Excel.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• High attention to detail and organizational skills.

Nice To Haves

• Experience in financial services, banking, lending, or mortgage operations.
• Exposure to document review, account management, or client relationship support.
• Proficiency with Excel reporting, VLOOKUPs, and Pivot Tables.

Responsibilities

• Serve as a primary contact for client inquiries via phone and email.
• Support assigned client accounts and maintain strong professional relationships.
• Perform account setup, maintenance, and ongoing administrative support.
• Generate, review, and analyze reports using Microsoft Excel.
• Utilize Excel functions including VLOOKUPs and Pivot Tables to compile and summarize data.
• Review documentation for accuracy, completeness, and compliance with established requirements.
• Research and resolve client questions and account-related issues.
• Prepare confidential correspondence and business documentation.
• Collaborate with internal departments and external stakeholders to ensure timely issue resolution.
• Assist with special projects and process improvement initiatives.

Benefits

• Medical
• dental
• vision
• Critical Illness
• Accident
• Hospital
• 401(k) Retirement Plan
• Pre-tax and Roth post-tax contributions
• 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)

What This Job Offers

• Career Level: Entry Level