Customer Service Representative

Description

Deliver a Distinctive Client Experience
Optimally resolves questions and inquiries from Financial Representatives and clients.
Takes ownership of calls and proactively anticipates future issues to reduce repeat calls and unnecessary transfers.
Serves as a trusted advocate for Financial Representatives, partnering with them to meet client needs.
Educates clients and Financial Representatives on website functionality and self-service tools.
Builds professional relationships with clients to strengthen brand loyalty and client satisfaction.
Demonstrates strong de-escalation skills when addressing service concerns.
Meets efficiency standards and performance goals while maintaining exceptional customer service.
Handles phone and transactional responsibilities while appropriately managing confidential and sensitive information.
Effectively multitasks between phone support and casework/transactional duties while maintaining a high level of accuracy and quality.
Works independently and collaboratively to identify opportunities for process improvement.
Researches issues and evaluates solutions using available resources and tools.
Manages casework in accordance with established service and efficiency standards.
Consistently adheres to confidentiality, privacy, and compliance requirements.
Embraces change and supports a culture of continuous improvement.
Demonstrates flexibility in shifting priorities to meet evolving business and customer needs.
Identifies improvement opportunities and advocates for practical solutions and alternative approaches.

Customer service, Customer support

Customer service

Digital Savvy
Demonstrates strong keyboarding and computer skills with accuracy and efficiency.
Proficient in using Microsoft Office applications, including Word, Excel, and PowerPoint.
Leverages technology and system resources effectively to support client and business needs

Entry Level

This is a Contract position based out of Franklin, WI.

The pay range for this position is $19.00 - $19.00/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 onsite position in Franklin,WI.

This position is anticipated to close on Aug 7, 2026.

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.

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…