About this role
Client Service Representative Financial Services
Position OverviewWe are seeking customer-focused professionals who can confidently lead conversations, ask required security and verification questions, and maintain a calm, empathetic approach when working with clients. In this role, you'll support financial professionals and clients by providing exceptional service, resolving inquiries, and ensuring account requests are handled accurately and efficiently.
Key Responsibilities
- Provide service and support related to account information, incoming paperwork, and distribution requests.
- Guide clients through required security and verification procedures while delivering a positive customer experience.
- Research and resolve client and advisor inquiries in a timely and professional manner.
- Communicate operational processes, policies, and financial industry procedures clearly and accurately.
- Develop a strong understanding of company policies and apply them effectively in daily work.
- Collaborate with internal teams to improve processes, procedures, and document templates.
- Manage and organize client documentation using internal database and workflow systems, including scanned and electronically submitted documents.
- Uphold company values while delivering high-quality service in a fast-paced environment.
Required Qualifications
- 1+ year of experience in customer service, call center, banking, credit union, or other client-facing roles.
- Strong verbal and written communication skills, including professional email correspondence.
- Basic computer proficiency and ability to navigate multiple systems.
- Typing speed of approximately 30-40 WPM.
- Self-motivated with the ability to work independently.
- Ability to remain composed and professional when handling challenging customer interactions.
- Strong problem-solving and organizational skills.
Job Type & LocationThis is a Contract to Hire position based out of Fairfield, IA.
Pay and BenefitsThe pay range for this position is $18.00 - $18.00/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 DeadlineThis position is anticipated to close on Nov 6, 2026.
Workplace TypeThis is a fully onsite position in Fairfield,IA.
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
Were 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. Were 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 capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.