Client Support Specialist

TEKsystems•Fairfield, IA

5d•$18 - $18•Onsite

About The Position

The Client Support Specialist supports financial professionals and clients by providing service, resolving inquiries, and ensuring account requests are handled accurately and efficiently. The role requires leading conversations, asking security and verification questions, and maintaining a calm, empathetic approach. This is a contract-to-hire position based onsite in Fairfield, Iowa. The listed pay is $18.00 per hour. The position is anticipated to close on November 6, 2026.

Requirements

At least 1 year of experience in customer service, a call center, banking, a credit union, or another client-facing role.
Strong verbal and written communication skills, including professional email correspondence.
Basic computer proficiency and ability to navigate multiple systems.
Typing speed of approximately 30–40 words per minute.
Self-motivation and ability to work independently.
Ability to remain composed and professional when handling challenging customer interactions.
Strong problem-solving and organizational skills.

Responsibilities

Provide service and support related to account information, incoming paperwork, and distribution requests.
Guide clients through security and verification procedures while delivering a positive customer experience.
Research and resolve client and advisor inquiries in a timely and professional manner.
Clearly and accurately communicate operational processes, policies, and financial industry procedures.
Develop an understanding of company policies and apply them in daily work.
Collaborate with internal teams to improve processes, procedures, and document templates.
Manage and organize client documentation using internal database and workflow systems, including scanned and electronically submitted documents.
Uphold company values while delivering high-quality service in a fast-paced environment.