Client Service Associate

Client Services Associate

Remote (Must Reside Near Fort Mill or Charlotte, NC)

Launch Your Career in Financial Services

Are you looking to build a career in financial services with a company that invests in your growth and development? We are seeking motivated, customer-focused professionals who enjoy solving problems, helping others, and delivering exceptional service.

This is an outstanding opportunity for recent graduates and early-career professionals to gain valuable industry experience through a comprehensive training program while working in a collaborative, team-oriented environment.

What You'll Gain

• Comprehensive training and ongoing professional development
• Clear opportunities for career advancement within financial services
• A supportive, collaborative culture focused on learning and growth
• Exposure to financial products, services, and operations
• The opportunity to make a meaningful impact by helping advisors and investors achieve their goals

What You'll Do

As a Client Services Associate, you will serve as a primary point of contact for financial professionals and investors, delivering a high-quality service experience and helping resolve a variety of account-related needs.

Key responsibilities include:

• Responding to inbound service inquiries from advisors and investors
• Assisting with account maintenance requests and financial transactions
• Researching and resolving client concerns accurately and efficiently
• Providing exceptional customer service through professional communication
• Navigating multiple systems and applications simultaneously
• Collaborating with team members to solve complex issues
• Participating in ongoing training and development programs

Following a structured onboarding and training experience, you will join a service team supporting a high volume of daily interactions while continuing to develop your knowledge and expertise.

What We're Looking For

Required Qualifications

• Strong customer service mindset and passion for helping others
• Excellent verbal and written communication skills
• Strong problem-solving and critical-thinking abilities
• High attention to detail and sense of ownership
• Ability to multitask and work effectively in a fast-paced environment
• Comfortable using technology and navigating multiple computer systems
• Strong desire to learn and grow professionally

Preferred Qualifications

• Bachelor's degree or equivalent combination of education and experience
• 0-2+ years of experience in a customer-facing or service-oriented role
• Exposure to financial services, banking, investments, or related industries
• Securities Industry Essentials (SIE) certification is a plus

Who Will Thrive in This Role?

The ideal candidate enjoys helping people, learning new concepts, and tackling challenges with a positive attitude. If you're looking for an opportunity to launch or grow your career in financial services while developing valuable professional skills, we'd love to hear from you.

Apply today to join a team committed to professional development, exceptional service, and long-term career growth.

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

The pay range for this position is $20.00 - $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 fully remote position.

This position is anticipated to close on Aug 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.