Client Services Associate

TEKsystems • Charlotte, NC

4d • $20 - $20 • Hybrid

About The Position

This role involves completing a structured training program covering financial services concepts, systems, products, and client processes. The Client Service Associate will serve as a first point of contact for financial advisors and their clients (investors), handling a high volume of inbound calls (approximately 25–30 per day), with volume increasing as proficiency improves. Responsibilities include responding to account-related inquiries, assisting with processing and supporting financial transactions, providing accurate and timely customer service, troubleshooting issues, researching account activity, and resolving client concerns efficiently. The associate will navigate multiple internal systems and tools, maintain compliance with regulatory requirements and internal policies, and contribute to a team environment focused on service quality, accuracy, and operational effectiveness.

Requirements

• 2+ years in a client-facing, service-oriented role, ideally in a team-based environment.
• Reside within 50 mile radius of Fort Mill location.

Nice To Haves

• Bachelor’s degree preferred
• Financial services experience preferred

Responsibilities

• Serve as a first point of contact for financial advisors and their clients (investors)
• Handle a high volume of inbound calls (approximately 25–30 per day), with volume increasing as proficiency improves
• Respond to account-related inquiries, including balances, transactions, and general account servicing questions
• Assist with processing and supporting financial transactions, including more complex requests as experience grows
• Provide accurate, timely, and professional customer service to advisors and clients
• Troubleshoot issues, research account activity, and resolve client concerns efficiently
• Navigate multiple internal systems and tools to access account information and complete service requests
• Maintain compliance with regulatory requirements and internal policies when handling financial information and transactions
• Contribute to a team environment focused on service quality, accuracy, and operational effectiveness

Benefits

• 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)

What This Job Offers

• Career Level: Entry Level
• Education Level: Associate degree