Client Services Associate

Client Services Associate

Location:

Remote (must reside in the Tempe, AZ area)

Are you looking to launch a career in financial services with a company that invests in your growth and development? This is an excellent opportunity for motivated, service-oriented professionals who enjoy helping others, solving problems, and working in a collaborative environment.

As a Client Services Associate, you will receive comprehensive training and ongoing support while building valuable industry knowledge and customer service expertise.

This role offers a clear path for professional development and exposure to a fast-paced financial services environment.

What You'll Do

+ Serve as a primary point of contact for financial professionals and investors, delivering exceptional service and support.

+ Handle inbound inquiries related to account services, transactions, and general account maintenance.

+ Research and resolve customer issues while ensuring accuracy and attention to detail.

+ Navigate multiple systems simultaneously to document interactions and provide timely resolutions.

+ Participate in a structured training program that includes hands-on coaching, guided practice, and continued development opportunities.

+ Manage approximately 25 to 30 inbound contacts per day, with opportunities to expand responsibilities based on performance and business needs.

What You'll Gain

+ Extensive paid training and onboarding.

+ Exposure to the financial services industry and related systems.

+ Ongoing coaching and professional development.

+ Clear opportunities for career growth and advancement.

+ A collaborative, team-oriented work environment focused on learning and success.

Qualifications

Required

+ Bachelor's degree or equivalent combination of education and experience.

+ 0 to 2+ years of experience in a customer-facing or service-oriented role.

+ Excellent verbal and written communication skills.

+ Strong problem-solving and critical-thinking abilities.

+ High attention to detail and a strong sense of ownership.

+ Ability to multitask and navigate multiple computer applications efficiently.

+ Passion for helping others and delivering outstanding customer experiences.

Preferred

+ Exposure to or education in financial services.

+ Securities Industry Essentials (SIE) certification.

+ Experience working in a team-based service environment.

Ideal Candidate

We are seeking individuals who:

+ Demonstrate empathy and professionalism in every interaction.

+ Take initiative and remain solution-focused when addressing challenges.

+ Learn quickly and adapt to new systems and processes.

+ Thrive in a collaborative, high-volume service environment.

+ Have a strong desire to build a long-term career in financial services.

If you are eager to develop new skills, gain industry experience, and join a team dedicated to helping others succeed, we encourage you to apply.

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 - $21.00/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 Tempe,AZ.

Final date to receive applications

This position is anticipated to close on Aug 10, 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. 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…