Technical Customer Service Representative

*Description*
We're looking for a Technology Support Professional who is passionate about the financial industry. This position will be responsible for creating an effortless experience through end-to-end client support for a client base that consists of sophisticated financial professionals who require a unique level of service. The position will support clients in all navigational aspects of our proprietary financial technology software as well as a multitude of other financial applications and platforms, including internet browsers, mobile applications and affiliate technology. Other proficiencies will include Microsoft office products, such as Outlook Exchange. Additional responsibilities will include troubleshooting the applications and providing product training and consultation. The candidate will be expected to ensure resolution to all customer requests and issues in a timely fashion by partnering with team members both inside and outside of our department.
Responsibilities
* Assist financial professionals in navigating and troubleshooting proprietary client and vendor software, as well as multiple office applications and browsers
* Supporting first contacts resolution efforts by guiding advisors and their assistants through the client's processes and system platforms as they relate to the various technology tools CTM provisions access to.
* Maintaining knowledge about various products supported by the client. Be able to explain the differences between the products to advisors and internal business partners to meet the technology needs of our clients.
* Working closely with Tech Support, Registration, New Client Onboarding, Business Transitions, Business Consulting, and Cash Management.
* Resolving client inquiries via email, chat, and phone
* Timely update of all ongoing support issues into service tracking system, log detailed report of issues and collaborate with escalation teams to ensure timely reporting and response
* Maintain working knowledge of cataloged issues to ensure awareness and create alternative solutions.
* Work in a team-oriented environment, advocating for our clients by collecting and reporting feedback, suggesting enhancements and communicating client requirements to application development teams
* Account maintenance (transaction inquiries, electronic document reviews, etc.)
* Provides new and existing customers with the best possible service in relation to application inquiries, service requests, suggestions and complaints
* Resolves customer inquiries and complaints fairly and effectively in compliance with the financial regulations
* Ability to work in a fast-paced, demanding environment, at times handling back-to-back phone calls.
* Maintain a professional performance standard that exhibits reliability, accountability, and ownership
* Gain moderate understanding financial industry terms
* Continually develop subject matter expertise for new applications through product releases that pertain to advisory/brokerage services and end client support.
* Ability to work in a structured environment with a set schedule
* Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner, as well as recommend next steps to avoid further issues
* Network with internal departments to ensure clients' expectations for timely service delivery are met
* Engineer quality client experiences that promote the company values through positive positioning and professional language, courtesy, and striving to exceed the client's expectations
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and can execute in a way that encourages creativity and continuous improvement.
Requirements:
* Proficiency in Microsoft Windows, Office, Exchange, iOS, Android, and multiple browsers
* Problem solving skills & attributes
* Strong organizational skills
* Simplify and clarify complex information demonstrating excellent phone and written communication and listening skills
* Successfully complete product training with a continuous learning mindset
* Strong networking skills and adaptability
* Demonstrate proficiency in navigating and troubleshooting all supported products
* Exhibit a thorough understanding of the policies, procedures, and systems
* Familiar with basic advisory/brokerage industry
* Demonstrate ability to train and consult internal and external clientele on products and features
* Actively appreciates and includes the various capabilities, insights, and ideas of other individuals of diverse backgrounds, styles, abilities, and motivations.
* Support effectively in elevated or antagonistic situations using appropriate interpersonal communication styles and methods to reduce tension or conflict.
* Demonstrate adaptability in a changing environment
Education and Experience:
* Strong College degree preferred
* 1-3 years of financial services experience
*Skills*
Customer service, Troubleshooting, m365, work ethic
*Top Skills Details*
Customer service,Troubleshooting,m365,work ethic
*Additional Skills & Qualifications*
Certification Preferred:
* Series SIE
* Microsoft Office Specialist Certification (MOS)
* Microsoft Certified Professional (MCP) certifications
* CompTIA A+
* Additional licenses/certificates may be required as the job role evolves
*Experience Level*
Entry Level
*Job Type & Location*This is a Contract position based out of Tempe, AZ.
*Pay and Benefits*The pay range for this position is $23.00 - $23.00/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 Type*This is a hybrid position in Tempe,AZ.
*Application Deadline*This position is anticipated to close on Jul 4, 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.