Client Service Representative

Job Description

Job Description

Job Title: Client Service Representative
Job Description

We are seeking a dedicated Technology Support Professional who is passionate about the financial industry. The role involves providing end-to-end client support for sophisticated financial professionals, ensuring an effortless experience. The position includes support for proprietary financial technology software and a variety of financial applications and platforms, including internet browsers, mobile applications, and Microsoft Office products like Outlook Exchange. Additionally, you will troubleshoot applications and provide product training and consultation.

Responsibilities

• Assist financial professionals in navigating and troubleshooting proprietary software and multiple office applications and browsers.
• Support first contact resolution efforts by guiding advisors and their assistants through processes and system platforms.
• Maintain knowledge about various products and explain differences to advisors and internal partners.
• Collaborate with Tech Support, Registration, New Client Onboarding, Business Transitions, Business Consulting, and Cash Management teams.
• Resolve client inquiries via email, chat, and phone.
• Update ongoing support issues in the service tracking system and collaborate with escalation teams.
• Maintain working knowledge of cataloged issues to ensure awareness and create alternative solutions.
• Work in a team-oriented environment, advocating for clients by collecting and reporting feedback, suggesting enhancements, and communicating requirements to development teams.
• Handle account maintenance tasks such as transaction inquiries and electronic document reviews.
• Provide excellent service in relation to application inquiries, service requests, suggestions, and complaints.
• Resolve customer inquiries and complaints fairly and effectively, complying with financial regulations.
• Work in a fast-paced environment, handling back-to-back phone calls when necessary.
• Maintain professional performance standards that exhibit reliability, accountability, and ownership.
• Gain a moderate understanding of financial industry terms.
• Develop expertise in new applications through product releases.
• Research complex situations, set client expectations, and define actions necessary to resolve inquiries.
• Network with internal departments to ensure timely service delivery.
• Engineer quality client experiences that align with company values through positive positioning and professional language.

Essential Skills

• Proficiency in Microsoft Windows, Office, Exchange, iOS, Android, and multiple browsers.
• Strong problem-solving skills and attributes.
• Excellent organizational skills.
• Ability to simplify and clarify complex information with excellent phone and written communication skills.
• Strong networking skills and adaptability.
• Proficiency in navigating and troubleshooting supported products.
• Understanding of policies, procedures, and systems.
• Familiarity with the advisory/brokerage industry.
• Ability to train and consult internal and external clients on products and features.
• Adaptability in a changing environment.

Additional Skills & Qualifications

• 1-3 years of experience in Customer Service within the Financial Services or IT industry.
• Experience with proprietary tools or platforms.
• Strong communication and patience.
• Empathy and customer care mindset.
• Problem-solving ability.
• Clear, simplified communication skills.

Why Work Here?

Join a new and growing brand in Tempe, AZ, with opportunities for growth and development. Enjoy competitive pay, comprehensive benefits including health care and paid time off, and work-life balance with access to onsite gyms and mental wellness support. Our culture emphasizes continuous learning and career growth, supported by a competitive Total Rewards package.

Work Environment

The position requires 9-10 weeks of onsite training, 5 days a week from 6:00 am to 2:30 pm. Post-training, start times range from 4:30 am to 8:30 am with 8-hour shifts and a 30-minute lunch. Minimum 3 days in the office after training. Attendance is crucial, with planned absences requiring at least a two-week notice.

Job Type & Location

This is a Contract to Hire position based out of Tempe, Arizona.

Pay and Benefits

The pay range for this position is $24.00 - $24.00/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 Phoenix,AZ.

Application Deadline

This position is anticipated to close on Aug 12, 2025.

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.