Account associate

Role Overview:

Serve as the main point of contact for Document Custody’s external mortgage clients and internal business partners. Support a Relationship Manager and manage assigned client relationships.

Key Responsibilities:

• Client Interaction: Communicate daily with clients via phone and email; explain reports and resolve inquiries.
• Account Administration: Handle account setup, maintenance, and oversight per policies and regulations.
• Reporting: Generate and review reports in Excel (including VLOOKUPs and pivot tables) to summarize file status for clients.
• File Review: Ensure mortgage and collateral files meet client criteria before storage (3 days to 30 years).
• Issue Resolution: Research and assist Relationship Manager with day-to-day client issues.
• Documentation: Create certifications, trust receipts, and handle sensitive correspondence.
• Cross-Team Collaboration: Work with internal departments and external vendors as needed.
• Project Support: Assist with larger projects managed by others.

Tools Used:

• Excel: Reporting, VLOOKUPs, pivot tables.
• Outlook: Daily communication and request management.
• Word Processing: Compose complex/confidential correspondence.

Skills

account management, financial services, Client relationship management, financial statements, customer service oriented

Top Skills Details

account management, financial services, Client relationship management

Additional Skills & Qualifications

2+ years of experience in financial services or professional customer service experience; or a Bachelor's degree in lieu of experience. 6+ months of experience working within Microsoft Office INCLUDING Excel (vlookups/pivot tables)

Preferred:

6+ months of experience working in the mortgage industry or working with mortgage documents

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 $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)

Workplace Type

This is a hybrid position in Minneapolis, MN.

Application Deadline

This position is anticipated to close on Sep 24, 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.

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.