Account Associate

Account Associate

Start: Once cleared onboarding process

Pay Rate: $20-22/hour

Schedule: First shift (8:00 AM 4:30 PM)

Location: Minneapolis, MN - On Site

Duration: 6-12 Month Contract to Hire

Position Overview

We are seeking a detail-oriented Account Associate to support mortgage document custody operations and client relationship management. This role will serve as a key point of contact for external clients and internal partners, ensuring accurate reporting, file review, and account administration.

This is a great opportunity for someone with financial services or customer service experience who is looking to grow their career in a collaborative, professional environment with long-term potential.

Key Responsibilities

• Serve as a primary point of contact for clients via phone and email
• Support Relationship Managers with client account management and issue resolution
• Generate and analyze reports using Excel (VLOOKUPs, pivot tables)
• Review mortgage and collateral files to ensure compliance before storage
• Handle account setup, maintenance, and documentation in accordance with policies
• Research and resolve client inquiries and discrepancies
• Prepare certifications, trust receipts, and sensitive correspondence
• Collaborate with internal teams and external vendors
• Assist with ongoing projects and process improvements

Required Qualifications

• 2+ years of experience in financial services or professional customer service (or bachelor's degree in lieu of experience)
• At least 6 months of experience using Microsoft Excel (VLOOKUPs and pivot tables required)
• Strong communication skills (written and verbal)
• High attention to detail and organizational skills

Preferred Qualifications

• Experience in the mortgage industry or working with mortgage documents
• Familiarity with financial reporting and account management processes

Work Environment & Perks

• Initial onsite training, with opportunity to transition to hybrid schedule
• Business casual office setting (cubicle environment)
• Collaborative, team-oriented culture with strong leadership support
• Opportunities for career growth and development

Job Type & Location

This is a Contract to Hire position based out of Minneapolis, MN.

Pay and Benefits

The pay range for this position is $30.80 - $30.80/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)

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.