Client Operations Associate

TEKsystems•Colorado Springs, CO

6d•$20 - $20•Onsite

About The Position

Our client is seeking a detail-oriented Client Operations Associate to join their Retail Asset Management team. This role involves reviewing and processing client requests, analyzing documentation, and ensuring transactions are completed accurately and in compliance with company policies. This is not a data entry role and requires strong critical thinking, decision-making, and attention to detail.

Requirements

1+ year of experience in a policy-driven environment.
Strong customer service experience.
Excellent critical thinking and problem-solving skills.
High attention to detail with the ability to identify errors and risks.
Proficiency with Microsoft Outlook, Excel, and navigating multiple computer systems.
Basic math skills and strong organizational abilities.

Nice To Haves

Financial services, banking, credit union, insurance, or wealth management experience.
Associate's or Bachelor's degree preferred but not required.

Responsibilities

Review and process client requests received via phone, email, web, and paper documentation.
Analyze forms and supporting documents to determine the appropriate action based on policies and procedures.
Process both routine and complex account transactions, including account updates, beneficiary changes, account setup, and asset allocation requests.
Identify missing information, discrepancies, or potential risks before completing transactions.
Navigate multiple systems simultaneously to research and process requests.
Handle approximately 350-400 transactions per month while maintaining quality and compliance standards.
Provide occasional phone support (approximately 10% of the role).