Client Services Associate

Join a Leading Financial Services Organization

Are you passionate about helping clients, solving problems, and building a career in financial services? We're hiring Client Services Associates to support a dynamic compensation operations team during a high-growth period. This is an excellent opportunity to gain valuable industry experience while working in a fast-paced, collaborative environment with a nationally recognized financial services organization.

If you thrive in customer-facing roles, enjoy learning complex processes, and can confidently navigate multiple systems at once, we'd love to hear from you.

What You'll Do

As a Client Services Associate, you'll serve as a key point of contact for financial professionals seeking support with compensation, payment, reporting, and account servicing inquiries.

Responsibilities include:

• Answering inbound calls and providing exceptional service to financial professionals
• Resolving routine questions and issues during the initial interaction whenever possible
• Creating and documenting detailed case notes for every interaction
• Researching inquiries and gathering accurate information to support issue resolution
• Escalating more complex matters to specialized teams when needed
• Navigating multiple systems and applications simultaneously
• Maintaining professionalism and composure in high-volume and occasionally challenging situations
• Meeting productivity and service expectations in a structured support environment
• Participating in training, coaching, and ongoing professional development

What We're Looking For

Required Qualifications:

• 1+ year of customer service, call center, client support, operations, or related experience
• Strong verbal and written communication skills
• Ability to quickly learn new systems, processes, and industry terminology
• Excellent attention to detail and documentation skills
• Ability to multitask across multiple applications and platforms
• Strong problem-solving and active listening abilities
• Professional demeanor when working through escalated or sensitive situations
• Comfortable working in a structured environment with scheduled breaks and performance metrics

Preferred Qualifications:

• Experience in financial services, banking, wealth management, investments, brokerage support, or related fields
• Experience supporting advisors, clients, or financial professionals
• Experience in a high-volume inbound call environment
• Familiarity with CRM platforms and customer support technologies
• Securities Industry Essentials (SIE) certification is a plus

Why Apply?

• Gain experience with a respected leader in the financial services industry
• Build valuable knowledge in compensation, operations, and advisor support
• Work with cutting-edge systems and industry professionals
• Receive comprehensive training and ongoing coaching
• Develop transferable skills that can lead to long-term career growth in financial services, operations, and client support
• Join a team where your contributions directly impact the success of financial professionals and the clients they serve

Additional Information

This position requires successful completion of standard pre-employment screening, including employment verification, education verification, identification documentation, Background screening, and credit review in accordance with company and regulatory requirements.

Job Type & Location

This is a Contract position based out of Tempe, AZ.

Pay and Benefits

The 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)

Application Deadline

This position is anticipated to close on Nov 24, 2026.

Workplace Type

This is a hybrid position in Tempe, AZ.

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.