Client Services Associate

Client Services Associate

Job Overview

Are you looking to launch your career in financial services and customer support? We are seeking motivated, customer-focused professionals to join a growing service organization supporting financial advisors and investors. This role offers extensive training, career development opportunities, and exposure to the financial services industry.

As a Client Services Associate, you will serve as the first point of contact for advisors and investors, helping resolve inquiries, navigate account-related issues, and support financial transactions.

Responsibilities

• Serve as the primary point of contact for advisors and investors.
• Handle approximately 25–30 inbound contacts daily.
• Resolve account inquiries and research issues efficiently.
• Assist with financial transaction requests and account servicing.
• Navigate multiple systems simultaneously while documenting interactions.
• Analyze client concerns and provide accurate, timely resolutions.
• Deliver exceptional customer service through phone and written communication.
• Collaborate with internal teams to ensure client needs are met.
• Participate in comprehensive training and ongoing development programs.

Required Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 0–2+ years of experience in customer service, client support, retail, hospitality, banking, call center, or other service-oriented environments.
• Excellent verbal and written communication skills.
• Strong problem-solving and critical-thinking abilities.
• Ability to multitask and navigate multiple computer systems.
• High attention to detail and organizational skills.
• Strong sense of ownership and accountability.
• Passion for helping others and delivering an exceptional customer experience.

Preferred Qualifications

• Financial services experience or education.
• Securities Industry Essentials (SIE) certification.
• Experience in a high-volume call center or customer support environment.

Work Environment

• Fully remote opportunity for candidates located in the Tempe, AZ area.
• Equipment provided.
• Fast-paced, team-oriented environment.
• High-volume inbound contact center.
• Scheduled shifts between Monday–Friday, operating hours of 8:00 AM–8:00 PM EST.
• May include either four 10-hour shifts or five 8-hour shifts based on business needs.

What You'll Gain

• Comprehensive training and onboarding program.
• Exposure to financial services products, systems, and operations.
• Opportunity to build client relationship and problem-solving skills.
• Clear career growth opportunities within financial services.
• Collaborative team environment with ongoing coaching and support.

Top Skills

• Customer Service
• Communication Skills
• Problem Solving
• Multitasking
• Critical Thinking
• Attention to Detail
• Client Support
• Financial Services (Preferred)
• SIE Certification (Preferred)

Job Type & Location

This is a Contract position based out of Tempe, AZ.

The pay range for this position is $21.00 - $21.00/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 Tempe,AZ.

This position is anticipated to close on Jul 31, 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.