Client Processing Associate (Financial Services)

TEKsystems•Owings Mills, MD

2d•$20 - $20•Onsite

About The Position

Client Processing Associate – Launch Your Career in Financial Services! Ready to Take Your Administrative Career to the Next Level? Are you detail-oriented, analytical, and looking for an opportunity to break into the financial services industry with a highly respected investment management company? We're seeking motivated professionals with administrative, operations, customer service, claims processing, benefits administration, or back-office support experience who thrive in structured environments and enjoy solving problems. This is an excellent opportunity to gain valuable experience in wealth management and financial operations while building a long-term career with a globally recognized investment organization. This is NOT a data entry position. Instead, you'll be reviewing complex client requests, applying company policies and procedures, identifying potential risks, and making informed decisions that directly impact client accounts and experiences.

Requirements

At least 1 year of experience working in a policy-driven or regulated environment
Administrative, operations, claims processing, benefits processing, banking, customer service, healthcare administration, 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

Nice To Haves

Experience within banking, wealth management, credit unions, insurance, investments, or financial services
Associate's or Bachelor's degree
Previous experience processing transactions, claims, benefits, account maintenance, or client requests
Experience working within compliance-focused environments

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, Account maintenance requests
Handle more complex transactions including: Beneficiary updates and distributions, New account setup, Asset allocation requests, Inheritance and 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