Customer Service Representative (Financial Services

Position: Customer Service Representative (Financial Services)
Customer Service Representative

Minneapolis, MN | 12-Month Contract-to-Hire

Overview

A leading financial services organization in Minneapolis is seeking Customer Service Representatives to support Financial Professionals by providing guidance on products, policies, procedures, and account-related inquiries. This is a long-term contract opportunity with the potential for permanent hire based on performance, attendance, and business needs.

Candidates who thrive in a fast-paced environment, enjoy helping others, and are interested in building a career in financial services are encouraged to apply.

Responsibilities

+ Handle 60-70 inbound calls daily from Financial Professionals.

+ Research and communicate policy and procedural information accurately.

+ Support inquiries related to annuity and life insurance products.

+ Assist with policyholder benefits, claims, and new business processing.

+ Provide support with registration and system navigation.

+ Follow up on outstanding requests and inquiries as needed.

+ Maintain a high level of professionalism and customer service excellence.

+ Accurately document interactions and adhere to established procedures.

Training & Development

This position includes a comprehensive training program designed to ensure long-term success:

+ 6 weeks of classroom training

+ 3 months of guided phone training

+ 3-month Capstone period with continued coaching and development

Attendance during training is critical. Time off during the training and Capstone periods is generally not permitted unless approved in advance.

Performance Expectations

Employees are evaluated on:

+ Quality of customer interactions

+ Accuracy of information provided

+ Call handling efficiency

+ Customer service skills

+ Attendance and punctuality

Regular coaching sessions, quality reviews, and one-on-one performance discussions are provided to support ongoing development.

Required Qualifications

+ High School Diploma or GED

+ Minimum 2 years of customer service experience in a professional environment

+ Strong communication and problem-solving skills

+ Ability to multitask and navigate multiple systems

+ Reliable internet connection with:

+ Minimum 50 Mbps download speed

+ Minimum 10 Mbps upload speed

Preferred Qualifications

+ Call center experience

+ Financial services experience

+ Insurance, benefits, or pension plan knowledge

+ Associate's or Bachelor's degree

+ Experience supporting customers in a high-volume environment

Desired Skills

+ Customer Service

+ Financial Services

+ Call Center Support

+ Inbound & Outbound Calls

+ Insurance Knowledge

+ Administrative Support

+ Microsoft Office Suite

+ Email Communication

+ Problem Solving

+ Attention to Detail

Why Apply?

+ Opportunity to join a respected financial services organization

+ Structured training and career development program

+ Supportive team environment

+ Potential for permanent employment based on performance

+ Valuable experience within the financial services industry

If you are customer-focused, dependable, and looking for an opportunity to grow your career, we encourage you to apply today.

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Job Type & Location

This is a Contract position based out of Golden Valley, MN.

Pay and Benefits

The pay range for this position is $20.00 - $23.00/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)

Workplace Type

This is a hybrid position in Golden Valley,MN.

Final date to receive applications

This position is anticipated to close on Aug 25, 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.

About TEKsystems and TEKsystems Global Services  

We're a leading provider of business and technology services. We accelerate business transformation for our customers.…