Client Services Associate at Tech Systems

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Sep, 26

Salary

20.0

Posted On

06 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Financial Services, Account Servicing, Inbound Call Handling, Troubleshooting, Regulatory Compliance, Financial Transactions, Client Relationship Management, Internal Systems Navigation, Research

Industry

IT Services and IT Consulting

Description

Client Service Associate Fort Mill, SC 29715 Pay Rate: $20/hr Remote - candidates must reside within 50 mile radius of Fort Mill location. Schedule: Monday - Friday, shifts range between 8am-8pm EST Anticipated Start Date: 8/4 Job Description: Complete a structured training program covering financial services concepts, systems, products, and client processes Serve as a first point of contact for financial advisors and their clients (investors) Handle a high volume of inbound calls (approximately 25–30 per day), with volume increasing as proficiency improves Respond to account-related inquiries, including balances, transactions, and general account servicing questions Assist with processing and supporting financial transactions, including more complex requests as experience grows Provide accurate, timely, and professional customer service to advisors and clients Troubleshoot issues, research account activity, and resolve client concerns efficiently Navigate multiple internal systems and tools to access account information and complete service requests Maintain compliance with regulatory requirements and internal policies when handling financial information and transactions Contribute to a team environment focused on service quality, accuracy, and operational effectiveness Qualifications: Bachelor’s degree preferred 2+ years in a client-facing, service-oriented role, ideally in a team-based environment. Financial services experience preferred #eastpriority26 Job Type & Location This is a Contract position based out of Charlotte, NC. Pay and Benefits The pay range for this position is $20.00 - $20.00/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 Charlotte,NC. Application Deadline This position is anticipated to close on Jun 19, 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 and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re 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.

Responsibilities

Serve as the primary point of contact for financial advisors and investors, handling a high volume of inbound calls regarding account balances and transactions. Responsible for processing financial requests, troubleshooting account issues, and maintaining regulatory compliance.