Account Associate

TEKsystems•Minneapolis, MN

3d•$22 - $22•Onsite

About The Position

We are seeking a detail-oriented Account Associate to support mortgage document custody operations and client relationship management. This role will serve as a key point of contact for external clients and internal partners, ensuring accurate reporting, file review, and account administration. This is a great opportunity for someone with financial services or customer service experience who is looking to grow their career in a collaborative, professional environment with long-term potential.

Requirements

2+ years of experience in financial services or professional customer service (or bachelor’s degree in lieu of experience)
At least 6 months of experience using Microsoft Excel (VLOOKUPs and pivot tables required)
Strong communication skills (written and verbal)
High attention to detail and organizational skills

Nice To Haves

Experience in the mortgage industry or working with mortgage documents
Familiarity with financial reporting and account management processes

Responsibilities

Serve as a primary point of contact for clients via phone and email
Support Relationship Managers with client account management and issue resolution
Generate and analyze reports using Excel (VLOOKUPs, pivot tables)
Review mortgage and collateral files to ensure compliance before storage
Handle account setup, maintenance, and documentation in accordance with policies
Research and resolve client inquiries and discrepancies
Prepare certifications, trust receipts, and sensitive correspondence
Collaborate with internal teams and external vendors
Assist with ongoing projects and process improvements