Client Service Associate

TEKsystems•Fort Mill, SC

10d•$20 - $21•Hybrid

About The Position

This role is a gateway to a fulfilling career in Financial Services, where continuous learning and career growth are at the forefront, and the opportunity to create value and serve others is endless. From day one, you’ll be part of a vibrant team that values collaboration and innovation, helping you develop skills that will last a lifetime. As a Financial Service Professional, you’ll play a vital role in providing exceptional service. Your journey will begin with a training program, where you will receive extensive training on our clients, systems, and products. Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job practice time. Upon graduation from training, you will be onboarded to a team where together you serve as the first point of contact, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions.

Requirements

Must be able to pass credit check and background check.
Bachelor’s degree from an accredited institution or equivalent education and experience.
0-2+ years in a client-facing, service-oriented role, ideally in a team-based environment.
Customer service skills.
Client support skills.
Process analysis skills.

Nice To Haves

Securities Industry Essentials (SIE) is a plus.

Responsibilities

Serve as the first point of contact, taking 25-30 inbound contacts daily.
Handle everything from simple account inquiries to supporting complex financial transactions.
Provide exceptional service to clients.
Participate in a training program with extensive training on clients, systems, and products.
Receive hands-on coaching and support during training.
Engage in guided on-the-job practice time during training.