Client Services Associate

TEKsystems • Tucson, AZ

3d • $50,000 - $70,000 • Onsite

About The Position

Are you detail-oriented, tech-savvy, and passionate about delivering exceptional client experiences? We’re seeking a Client Services Associate to join a dynamic financial firm where you’ll be the first point of contact for clients, ensuring they feel informed, supported, and valued. This is an opportunity to grow your career in a professional environment with strong mentorship and advancement potential.

Requirements

• Experience in banking or financial services (personal banker experience welcomed).
• Strong computer skills and proficiency in Microsoft Office.
• Excellent communication and organizational skills.
• High attention to detail and ability to prioritize tasks independently.

Responsibilities

• Client Service: Build and maintain strong relationships with clients, handle inquiries, and facilitate communication with Financial Advisors.
• Administrative Support: Manage scheduling, prepare meeting materials, and assist with marketing initiatives while ensuring compliance.
• Account Support: Assist with account opening, transfers, and maintenance, ensuring accuracy and regulatory compliance.
• Technology: Utilize firm software, eMoney, and Microsoft Office to support operations.

Benefits

• Competitive salary and bonus potential.
• Full benefits for employees and dependents (medical, dental, vision).
• 3% 401(k) match.
• Collaborative team environment with opportunities for growth.
• 3% 401K match
• Full benefits for employee and kids (paid by client)
• Dental plan included as well

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees