Client Services Associate

TEKsystems

1d•$20 - $20•Onsite

About The Position

Join a global leader in asset management and financial services, committed to delivering investment excellence and retirement solutions that clients can rely on—today and for the long term. As a Client Services Associate in Retail Account Management, you’ll play a vital role in ensuring accuracy, timeliness, and quality in client transactions. This is an excellent opportunity for detail-oriented professionals or recent graduates looking to launch a career in financial services.

Requirements

Customer Service Expertise:
Ability to deliver exceptional service in a regulated, policy-driven environment.
Experience ensuring compliance with strict policies and procedures.
Critical Thinking & Risk Awareness:
Strong analytical skills to identify gaps or risks in documentation and processes.
Ability to verify forms and ensure compliance with standards.
Technical Proficiency:
Basic computer skills, including Outlook and Excel.
Ability to multitask across systems and perform basic troubleshooting.

Responsibilities

Process 350–400 client activities monthly across phone, web, and paper channels.
Handle both Core and Complex transactions:
Core: Address/profile updates, uploading agreements, R&D calculations.
Complex: Beneficiary changes, new account setups, complex asset allocations.
Review and interpret client paperwork, emails, and phone transcripts to determine intent.
Navigate multiple systems to manage accounts and track inquiries for process improvements.