TEKsystems · 4 hours ago
Financial Field Service Support
TEKsystems is a leading provider of business and technology services, and they are seeking a Financial Field Service Support consultant to assist Financial Advisors in operational tasks. The role involves providing customer service and support, maintaining records of interactions, and ensuring compliance with business processes and technology changes.
Information Technology
Responsibilities
Provide accurate information on business processes that the associate supports. Accurately record and escalate product, operational, or technology issues to the appropriate owner. Understand required accountabilities in the area in which the Associate works. (60%)
Research, respond, and follow-up with assistance from other team members as required to questions from field users, external clients, Operations, and other Business Units. Associate will draft basic knowledge articles, as well as make changes and updates for review by leaders. (20%)
Escalate questions to the appropriate senior associates within FCSS. (10%)
Reduce risk by suggesting process changes or modifications as appropriate. (5%)
Perform other duties and responsibilities as assigned. (5%)
Qualification
Required
Experience in customer service or support roles
Ability to handle a high volume of calls (30-40 calls per day)
Familiarity with Salesforce and other operational systems
Strong communication skills to provide accurate information to clients and field users
Ability to maintain queue and hold time standards
Capability to document calls and track performance metrics
Willingness to stay current on changes to business processes and technology
Ability to research and respond to inquiries from field users and external clients
Experience in drafting knowledge articles and making updates for review
Ability to escalate issues to senior associates as needed
Strong problem-solving skills to suggest process changes or modifications
Flexibility and collaboration in a team environment
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
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