Client Services Associate

Client Services Associate Join a Leading Financial Services Organization Are you passionate about helping people, solving problems, and building a career in financial services? We're looking for Client Services Associates to join a high-performing operations team supporting financial advisors during a busy and impactful season.This is an excellent opportunity for professionals who thrive in a fast-paced environment, enjoy customer interaction, and want to gain exposure to the financial services industry while developing valuable operational and client support skills. What You'll Do As a Client Services Associate, you'll serve as a primary point of contact for financial advisors, helping them navigate compensation, reporting, and account-related questions while delivering an exceptional service experience.Key responsibilities include:

• Responding to inbound calls regarding compensation, payment, reporting, and account servicing inquiries
• Providing timely resolutions to straightforward issues during the initial interaction
• Creating and maintaining detailed case documentation for every advisor interaction
• Researching concerns and escalating more complex issues to specialized teams when needed
• Gathering accurate information through active listening and strong problem-solving skills
• Navigating multiple systems and applications simultaneously
• Maintaining professionalism and empathy during challenging conversations
• Meeting performance and service expectations in a structured support environment
• Participating in training, coaching, and development programs to build industry knowledge

What We're Looking For Required Qualifications

• 1+ year of experience in customer service, client support, call center operations, or a similar service-oriented role
• Strong verbal and written communication skills
• Ability to learn complex information and apply it quickly
• Excellent attention to detail and documentation skills
• Strong multitasking abilities and comfort using multiple computer systems
• Professional, calm, and customer-focused approach when handling escalated situations
• Ability to work successfully in a structured environment with scheduled breaks and workflows

Preferred Qualifications

• Experience in financial services, banking, wealth management, insurance, brokerage, or investment-related environments
• Previous experience supporting financial advisors or clients
• Experience in high-volume inbound customer support environments
• Familiarity with CRM platforms, Oracle, Dynamics, NICE CXone, or comparable systems
• SIE (Securities Industry Essentials) certification is a plus, but not required

Why Apply?

• Opportunity to gain experience with a respected financial services organization
• Fast-paced environment with extensive training and development
• Exposure to advisor support and financial operations
• Collaborative team atmosphere with coaching and growth opportunities
• Meaningful work that helps financial professionals better serve their clients

Whether you're looking to grow your customer service career or gain valuable experience in financial services, this role offers an excellent opportunity to develop your skills and make an immediate impact. Job Type & LocationThis is a Contract position based out of Fort Mill, SC. Pay and BenefitsThe pay range for this position is $21.00 - $23.00/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 Fort Mill, SC. Application DeadlineThis position is anticipated to close on Nov 19, 2026. Workplace TypeThis is a hybrid position in Fort Mill,SC.

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.