Client Services Associate

Description

Job Description:

Are you ready to kickstart your career in Financial Services, one of the most dynamic and fast-growing industries? Do you love being part of a team? Are you someone who thrives on solving complex problems and delivering exceptional client experiences? Join our client as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams. Our clients offer an exciting opportunity for passionate individuals eager to learn, grow, and make a mark in the financial services sector. "We take care of our advisors, so they can take care of their clients." That’s our mission. It permeates everything we do—and is embraced by every employee.

What you can expect:

Learn & Grow: Immerse yourself in the financial services industry with extensive training and development. Our supportive environment is designed to provide you with the tools and knowledge to excel.

Career Advancement: This role is a gateway to a fulfilling career in Financial Services, where continuous learning and career growth are at the forefront, and the opportunity to create value

and serve others is endless.

Support & Development: From day one, you’ll be part of a vibrant team that values collaboration and innovation, helping you develop skills that will last a lifetime.

What You'll Do:

As a Financial Service Professional you’ll play a vital role in providing exceptional service to our advisors and investors. Here’s a glimpse of what your day-to-day will look like:

Your journey will begin with a training program, where you will receive extensive training on our clients, systems, and products.

Throughout this entire period, you will receive hands-on coaching and support as well as guided on-the-job

practice time.

Upon graduation from training, you will be onboarded to a team where together you serve as the first point of contact for our Advisors and their Investors, taking 25-30 inbound contacts daily, handling everything from simple account inquiries to supporting complex financial transactions.

Skills

Customer service, Client support, Process analysis

Top Skills Details

Customer service,Client support,Process analysis

Additional Skills & Qualifications

Ideal candidates will have:

Education: Bachelor’s degree from an accredited institution or equivalent education and experience.

Registration: Securities Industry Essentials (SIE) is a plus.

Experience: 0-2+ years in a client-facing, service-oriented role, ideally in a team-based environment.

Experience Level

Entry Level

100% remote --> Needs to sit in Ft Mill or Charlotte

In office first day to get equipment; can work out of office if they prefer

Fast-paced, team-oriented environment

High-volume inbound contact center (25–30 contacts/day)

Structured schedules between 8am–8pm EST, Monday–Friday: Shifts could be 4 day weeks, 10 hour days (4-10s) or 5 day weeks, 8 hour days. This will be assigned by business need.

12-month contract – potential to convert, but not guaranteed

10 YEAR BG & CREDIT INCLUDING ALL EMPLOYMENT AND HIGHEST LEVEL OF EDUCATION

**** CREDIT CHECK WILL FLAG FOR ANY BAD DEBT EXCEEDING 15K ****

Compliance: ****MUST SCREEN AROUND THE FOLLOWING****

MUST BE ABLE TO PROVIDE ALL EMPLOYMENT VERIFICATIONS (W2/paystub/IRS transcripts) FROM LAST 10 YEARS

MUST BE ABLE TO PROVIDE PROOF OF HIGHEST EDUCATION COMPLETED

MUST BE ABLE TO PROVIDE 2 VALID FORMS OF ID FOR I9 VERIFICATION

MUST BE ABLE TO COMMIT TO BACKGROUND CHECK (10 YEARS)

MUST BE ABLE TO COMMIT TO CREDIT CHECK (***NOT EXCEEDING $15K IN DELINQUINT DEBT***)

This is including but not limited to: accounts past due, excessive history of late payments, charge-offs, accounts in collections, accounts in collections with debt buyers or with an agency/attorney, credit card collections or charge offs, automobile collections or charge-offs, repossessions, foreclosures, bankruptcies, etc.

This is a Contract position based out of Fort Mill, SC.

The pay range for this position is $20.00 - $20.00/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)

This is a hybrid position in Fort Mill,SC.

This position is anticipated to close on Jul 27, 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.