Client Services Associate

TEKsystems
12d$20 - $20Onsite

About The Position

What You’ll Do: Process client transactions (core & complex) Review paperwork, emails, and requests for accuracy Navigate multiple systems and ensure compliance Minimal phone work (10%) Why Join T. Rowe Price: Medical, dental, vision, 401(k) PTO & holidays Collaborative team environment Career growth opportunities

Requirements

  • 1+ year in a policy-driven environment
  • Strong critical thinking & attention to detail
  • Basic computer skills (Excel, Outlook)
  • Comfortable with math and risk awareness

Nice To Haves

  • Financial services experience
  • Degree preferred but not required

Responsibilities

  • Process client transactions (core & complex)
  • Review paperwork, emails, and requests for accuracy
  • Navigate multiple systems and ensure compliance
  • Minimal phone work (10%)

Benefits

  • Medical, dental, vision, 401(k)
  • PTO & holidays
  • Collaborative team environment
  • Career growth opportunities
  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • 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)
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