Customer Solution Specialist (Hybrid In Ft. Worth, TX)

Job Description

Job Description Must have FINRA Series Licenses 7 & 63/66 Overview

We are seeking a motivated Customer Solutions Specialist to join a growing financial services team in Fort Worth, TX. This role is ideal for individuals with active FINRA licensing who are passionate about delivering exceptional client service and supporting advisors in a fast-paced, client-focused environment.

You will serve as a key point of contact for clients and advisors, assisting with insurance-related inquiries, account updates, and problem resolution while ensuring a seamless customer experience.

Key Responsibilities

• Handle inbound calls related to insurance products, account inquiries, and web portal support
• Assist clients and advisors with account updates and system navigation
• Provide guidance on insurance products, forms, policies, and procedures
• Act as a liaison between clients, advisors, and internal teams to resolve issues
• Partner with Quality Management to address and resolve escalated client concerns
• Conduct detailed, thoughtful problem-solving to determine the best outcome for clients
• Follow up with clients to provide updates and ensure resolution of service requests
• Maintain accurate and thorough documentation of all client and advisor interactions

Required Qualifications

• Active FINRA Series 7 and Series 63 or 66 license
• Minimum 1 year of financial services experience
• 1+ year of contact center or call center experience
• Life & Health Insurance License OR willingness to obtain within 180 days of hire
• BrokerCheck verification required
• Strong communication and customer service skills
• Ability to multitask and manage work in a structured environment

Work Environment

• Hybrid schedule:
  • Monday & Friday: Remote
  • Tuesday – Thursday: On-site (Fort Worth, TX)
• Hours: 8:00 AM – 5:00 PM (flexible start times available)
• 9-hour workday with a 1-hour lunch
• Collaborative, service-driven team environment

Additional Benefits:

• 7% performance-based bonus
• 15% ESOP (Employee Stock Ownership Plan)
• Strong career growth potential within financial services
• Opportunity to further develop licensing and industry expertise

#westpriority26

Job Type & Location

This is a Permanent position based out of Fort Worth, TX.

Pay and Benefits

The pay range for this position is $55000.00 - $58000.00/yr.

Opportunity will have TEKsystems Benefits

Workplace Type

This is a hybrid position in Fort Worth,TX.

Application Deadline

This position is anticipated to close on May 26, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.