TEKsystems · 1 day ago
Client Services Associate
TEKsystems is a global leader in asset management and financial services, committed to delivering investment excellence and retirement solutions. As a Client Services Associate in Retail Account Management, you will ensure accuracy, timeliness, and quality in client transactions while processing client activities and handling both core and complex transactions.
Information Technology
Responsibilities
Process 350–400 client activities monthly across phone, web, and paper channels
Handle both Core and Complex transactions:
Core: Address/profile updates, uploading agreements, R&D calculations
Complex: Beneficiary changes, new account setups, complex asset allocations
Review and interpret client paperwork, emails, and phone transcripts to determine intent
Navigate multiple systems to manage accounts and track inquiries for process improvements
Qualification
Required
Ability to deliver exceptional service in a regulated, policy-driven environment
Experience ensuring compliance with strict policies and procedures
Strong analytical skills to identify gaps or risks in documentation and processes
Ability to verify forms and ensure compliance with standards
Basic computer skills, including Outlook and Excel
Ability to multitask across systems and perform basic troubleshooting
Benefits
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)
Company
TEKsystems
At TEKsystems, they understand people. Every year they deploy over 80,000 IT professionals at 6,000 client sites across North America,
H1B Sponsorship
TEKsystems has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (46)
2024 (52)
2023 (33)
2022 (22)
2021 (36)
2020 (53)
Funding
Current Stage
Late StageRecent News
2025-11-19
2025-10-29
Company data provided by crunchbase