Client Services Representative jobs in United States
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TEKsystems · 14 hours ago

Client Services Representative

TEKsystems is a leading provider of business and technology services, and they are seeking a Client Services Representative to support financial professionals and their clients. This hybrid role involves managing inbound calls, resolving inquiries, and ensuring compliance while delivering exceptional customer service.

Information Technology
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H1B Sponsor Likelynote

Responsibilities

Answering 50–60 inbound calls daily (up to 80 during peak tax season)
Resolving common inquiries such as:
Username/password resets
Address or phone number updates
Documenting call activity in our proprietary system while assisting clients
Coordinating with internal departments to resolve issues
Ensuring compliance and accuracy during every interaction

Qualification

Customer serviceCall handlingComplianceDocumentationTeam collaboration

Required

Passionate about delivering exceptional customer service
Ability to work in a hybrid schedule (3 days onsite and 2 days from home)
Experience answering 50–60 inbound calls daily
Ability to resolve common inquiries such as username/password resets and address or phone number updates
Experience documenting call activity in a proprietary system
Ability to coordinate with internal departments to resolve issues
Ensuring compliance and accuracy during every interaction
Ability to participate in 1–2 weeks of training, including mock calls for hands-on experience
Ability to access a SharePoint knowledge base for quick reference
Ability to have authentic conversations with clients without scripts
Ability to adhere to performance monitoring for quality, compliance, and accuracy
Ability to ensure customer satisfaction and adherence to company policies
Must be logged in by 9:00 AM EST
Attendance: No more than 2 tardies or unexcused absences within 30 days

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

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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 Stage

Leadership Team

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Ryan Skains
Vice President, TEKsystems Global Services
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Company data provided by crunchbase