DescriptionThe Client Service Associate plays a crucial role in supporting financial advisors while delivering an exceptional client experience within a busy branch office. This individual will serve as the first point of contact for clients, handling walk-in traffic, phone inquiries, administrative support, and advisor coordination.The ideal candidate is professional, organized, client-focused, and comfortable learning new technology and systems.Responsibilities
- Serve as the primary point of contact for clients by phone, email, and in-person interactions.
- Greet walk-in clients and ensure a positive office experience.
- Coordinate advisor calendars and schedule client appointments.
- Prepare meeting materials and assist with follow-up communications.
- Process client account maintenance requests including account openings, transfers, beneficiary changes, and address updates.
- Maintain accurate client records within CRM systems.
- Support advisors with administrative and operational tasks.
- Collaborate with financial institutions and custodians to resolve client issues.
- Manage incoming calls and direct communications appropriately.
- Assist with office operations, document preparation, mail management, and client engagement activities.
- Support educational events, seminars, newsletters, and administrative projects as needed.
Skills & QualificationsFinancial services experience.CRM experience (Wealthbox, Redtail, Salesforce, or similar).Experience with account opening or financial documentation.Retail, hospitality, banking, or high-volume customer service Associate's or Bachelor's Degree (Business, Finance, Accounting preferred).AI-forward mindset and willingness to leverage new technology tools. Job Type & LocationThis is a Contract position based out of Council Bluffs, IA. Pay and BenefitsThe pay range for this position is $22.00 - $22.00/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) Job Type & LocationThis is a Contract position based out of Council Bluffs, IA. Application DeadlineThis position is anticipated to close on Nov 6, 2026. Workplace TypeThis is a fully onsite position in Council Bluffs,IA.
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
Were 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. Were 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. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were 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.