Transaction Services Representative

Transaction Services SpecialistLocation: Colorado Springs, CO (On-Site) - Briargate areaSchedule: Monday–Friday, 8:00 AM–4:45 PM MST, Weekend OTWorkplace Type: 100% On-SiteIndustry: Financial Services / Investment ManagementAbout the OpportunityJoin a leading global financial services organization known for its client-first approach, collaborative culture, and commitment to helping individuals and institutions achieve their long-term financial goals. This team supports a wide range of client transactions and account maintenance activities while ensuring compliance with regulatory and internal policy requirements. This role is ideal for candidates who enjoy problem-solving, reviewing detailed documentation, navigating multiple systems, and making thoughtful decisions in a policy-driven environment. While there are administrative and transaction-processing components, this is not a data entry position. Success in this role requires critical thinking, attention to detail, and the ability to evaluate complex client requests accurately.Position OverviewThe Retail Asset Management Operations Associate is responsible for reviewing and processing client requests received through multiple channels, including phone, web, email, and paper documentation. Associates analyze client information, interpret policies and procedures, validate documentation, and execute financial transactions while maintaining compliance standards and delivering exceptional customer service. The position involves both standard and complex transaction processing, requiring sound judgment and the ability to identify risks, inconsistencies, and missing information.Key ResponsibilitiesTransaction ProcessingReview and process client requests related to account maintenance, profile updates, agreements, and financial transactions.Analyze documentation to determine client intent and ensure requests meet policy and compliance requirements.Process both routine and complex account transactions, including beneficiary changes, account setup, and asset allocation activities.Verify accuracy and completeness of submitted forms and supporting documentation.Manage a high volume of client activities while maintaining quality and accuracy standards.Risk & Compliance ReviewEvaluate documentation for completeness, accuracy, and potential risk.Apply established policies and procedures to support compliant decision-making.Identify discrepancies, missing information, and process exceptions.Exercise judgment when determining appropriate next steps for client requests.Maintain adherence to regulatory and internal compliance standards.Client Service & Operations SupportProvide exceptional service while handling client requests and inquiries.Support phone-based interactions as needed (approximately 10% of the role).Collaborate with team members and leadership to resolve complex situations.Navigate multiple systems and applications simultaneously to research and complete requests.Review information from emails, paper forms, web submissions, and phone transcripts.QualificationsMinimum 1 year of experience working in a policy-driven environment with established procedures and compliance requirements.Experience reviewing information for accuracy and identifying gaps or risks.Strong customer service experience in a professional business environment.Ability to navigate multiple computer systems simultaneously.Proficiency with Microsoft Outlook and Microsoft Excel.Basic mathematical skills and numerical accuracy.Strong attention to detail and organizational skills.Demonstrated critical thinking and analytical problem-solving abilities.Experience in financial services, banking, credit unions, insurance, healthcare, or another highly regulated industry preferredExperience in operations, transaction processing, claims processing, account administration, or client services preferredAssociate’s or Bachelor’s degree preferred, but not required.#westfinanceJob Type & LocationThis is a Contract to Hire position based out of Colorado Springs, CO.Pay and BenefitsThe pay range for this position is $19.50 - $19.50/hr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.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 Colorado Springs,CO.Application DeadlineThis position is anticipated to close on Aug 28, 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-006239766Profession: Customer Service