Financial Services Associate at Teksystems Global Services LLC

Saint Petersburg, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

29 May, 26

Salary

23.0

Posted On

28 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Document Processing, Transaction Processing, Email Inquiries, Outbound Calls, Customer Service, Record Maintenance, Procedure Following, Data Entry Accuracy, Organization, Time Management, Attention To Detail, Written Communication, Verbal Communication, System Navigation, Professional Demeanor, Reliability

Industry

IT Services and IT Consulting

Description

Description Hybrid role- Onsite 3 days per week Join a fast‑paced financial services team where you’ll process critical client documentation, support internal partners, and deliver high‑quality service in a regulated environment. This role is ideal for detail‑oriented professionals who enjoy accuracy, problem‑solving, and working across multiple systems. What You’ll Do Process financial documents and transactions with accuracy and compliance. Handle email inquiries and occasional outbound calls. Support customer service needs and resolve basic client issues. Maintain organized records and follow required procedures. Review client correction requests and guide branch personnel. Complete forms, distributions, and internal transfers. Collaborate with internal departments to research and resolve issues. Stay current on rules, regulations, and internal processes through ongoing training. What You Need 2+ years recent customer service w/in financial services OR a recent Finance‑related Bachelor’s degree with some professional experience. Strong proficiency in Word, Excel, Access, and Outlook. Excellent data entry accuracy. Strong organization, time management, and attention to detail. Clear written and verbal communication skills. Ability to navigate multiple systems simultaneously (dual monitors). Professional demeanor and strong customer service orientation. Proven reliability and strong attendance record (verified via references). Job Type & Location This is a Contract to Hire position based out of St. Petersburg, FL. Pay and Benefits The pay range for this position is $23.00 - $23.00/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 St. Petersburg,FL. Application Deadline This position is anticipated to close on Mar 6, 2026. h4>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.

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Responsibilities

The associate will process critical client documentation and financial transactions with accuracy and compliance, while also handling email inquiries and occasional calls to support internal partners and customer service needs. This includes maintaining organized records, reviewing correction requests, completing forms, and collaborating across departments to resolve issues.