Client Processing Associate (Financial Services)

Client Processing Associate – Launch Your Career in Financial Services!Location: Corporate office in Owings Mills, MD, 21117Pay: $19.50/hr (paid weekly)Industry: Financial Services / Investment ManagementReady to Take Your Administrative Career to the Next Level?Are you detail-oriented, analytical, and looking for an opportunity to break into the financial services industry with a highly respected investment management company?We're seeking motivated professionals with administrative, operations, customer service, claims processing, benefits administration, or back-office support experience who thrive in structured environments and enjoy solving problems. This is an excellent opportunity to gain valuable experience in wealth management and financial operations while building a long-term career with a globally recognized investment organization.This is NOT a data entry position. Instead, you'll be reviewing complex client requests, applying company policies and procedures, identifying potential risks, and making informed decisions that directly impact client accounts and experiences.What You'll Be DoingAs a Client Processing Associate, you will support retail investment operations by reviewing, analyzing, and processing a variety of client transactions.Key ResponsibilitiesReview and process client requests received through web, phone, email, and paper documentationAnalyze account paperwork to determine client intent and ensure requests meet company policies and compliance standardsProcess account maintenance transactions such as:Profile and address updatesClient agreements and documentationRequired financial calculationsAccount maintenance requestsHandle more complex transactions including:Beneficiary updates and distributionsNew account setupAsset allocation requestsInheritance and account transfer processingResearch documentation discrepancies and identify missing or conflicting informationNavigate multiple systems simultaneously while maintaining accuracy and efficiencyReview emails, paperwork, and call transcriptions to make informed processing decisionsMaintain high levels of quality, compliance, and customer service while managing a high-volume workloadCollaborate with supervisors and team members to resolve unique client situations and determine appropriate next stepsWhy This Role Is DifferentIn this position, you'll be trusted to think critically and make informed decisions—not simply follow instructions.You'll evaluate documentation, identify potential compliance risks, interpret policies, and determine the best path forward for clients while maintaining regulatory standards.Success in this role comes from strong judgment, attention to detail, and the ability to connect information across multiple documents and systems.Required QualificationsAt least 1 year of experience working in a policy-driven or regulated environmentAdministrative, operations, claims processing, benefits processing, banking, customer service, healthcare administration, or related experienceStrong attention to detail with the ability to identify inconsistencies and potential risksExcellent critical thinking and problem-solving abilitiesComfortable reading, interpreting, and reviewing detailed documentationStrong organizational skills and ability to prioritize multiple tasksAbility to navigate multiple computer systems throughout the dayBasic Microsoft Office skills, including Excel and OutlookStrong customer service mindset with excellent communication skillsBasic math proficiencyPreferred QualificationsExperience within banking, wealth management, credit unions, insurance, investments, or financial servicesAssociate's or Bachelor's degreePrevious experience processing transactions, claims, benefits, account maintenance, or client requestsExperience working within compliance-focused environmentsIdeal BackgroundsCandidates often come from positions such as:Administrative AssistantOperations AssociateClaims ProcessorClaims AnalystBenefits AnalystFinancial Operations AssociateClient Services RepresentativeAccount Processing SpecialistBanking AssociateLoan ProcessorCustomer Operations SpecialistDocumentation SpecialistBack Office Support RepresentativeClient Onboarding AssociateWhat You'll GainExposure to the financial services and investment industryCareer advancement opportunities within a nationally recognized investment firmProfessional training and developmentValuable experience in financial operations, compliance, and client servicesThe opportunity to build a long-term career with a highly respected organizationIf you're a detail-oriented administrative professional looking to transition into financial services, this is an outstanding opportunity to gain experience with a leading investment company while developing skills that can accelerate your career for years to come.Upon review of your application, a national recruiter from TEKsystems may contact you via phone or email to schedule an interview!Job Type & LocationThis is a Contract to Hire position based out of Owings Mills, MD.Pay and BenefitsThe pay range for this position is $19.50 - $19.50/hr.Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• 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)Workplace TypeThis is a fully onsite position in Owings Mills,MD.Application DeadlineThis position is anticipated to close on Aug 7, 2026.About TEKsystemsWe'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.Job SummaryJob number: JP-006199755Profession: Customer Service