Account Associate

Account Associate

Location:

Minneapolis, MN

Pay Rate: $20.00 - $22.00/hour

Schedule:

First Shift (8:00 AM - 4:30 PM)

Type:
Contract

About the Opportunity

A leading financial services organization is seeking an Account Associate to join its growing team in Minneapolis. This position offers an excellent opportunity for individuals with financial services, mortgage, banking, or professional customer service experience who enjoy working in a fast-paced, client-focused environment.

The ideal candidate will be highly organized, detail-oriented, and comfortable managing client communications, reporting, account administration, and document review processes.

Key Responsibilities

+ Serve as a primary point of contact for clients and internal business partners.

+ Communicate with clients via phone and email to answer questions and resolve issues.

+ Support relationship management activities and maintain assigned client accounts.

+ Perform account setup, maintenance, and ongoing administration in accordance with company policies and industry regulations.

+ Generate, review, and analyze reports using Microsoft Excel, including VLOOKUPs and Pivot Tables.

+ Review financial and mortgage-related documentation to ensure accuracy and compliance with established requirements.

+ Research account discrepancies and assist with issue resolution.

+ Prepare certifications, trust receipts, and other sensitive business correspondence.

+ Collaborate with internal departments and external vendors to support client needs.

+ Assist with projects and process improvement initiatives as assigned.

Required Qualifications

+ 2+ years of experience in financial services, banking, mortgage operations, or professional customer service; OR

+ Bachelor's degree in lieu of experience.

+ At least 6 months of experience using Microsoft Office applications, including Excel.

+ Experience working with Excel functions such as VLOOKUPs and Pivot Tables.

+ Strong written and verbal communication skills.

+ Excellent attention to detail and organizational abilities.

Preferred Qualifications

+ Experience in the mortgage industry.

+ Experience reviewing mortgage or financial documents.

+ Knowledge of collateral or document management processes.

Work Environment

+ Professional office environment with a business casual dress code.

+ Cubicle-based workspace.

+ In-office training during onboarding period.

+ Hybrid work schedule available after successful training and demonstrated performance.

+ Supportive team culture with opportunities for professional growth and career advancement.

Benefits Upon Conversion

+ Medical, dental, and vision coverage.

+ 401(k) with company match.

+ Flexible spending accounts (healthcare and dependent care).

+ Paid parental leave.

+ Short-term and long-term disability coverage.

+ Life insurance and supplemental life insurance options.

+ Wellness-focused programs and work-life balance initiatives.

If you're looking to build a long-term career in financial services with strong growth potential and a collaborative team environment, we'd love to hear from you.

#central priority
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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.

Final date to receive applications

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,…