Job Title: Client Service RepresentativeJob Description

We are seeking a Technology Support Professional who is passionate about the financial industry. This role is dedicated to providing seamless end-to-end client support to sophisticated financial professionals, ensuring they receive a unique level of service. You will assist clients in navigating our proprietary financial technology software and various financial applications, including internet browsers, mobile applications, and affiliate technologies. Proficiency in Microsoft Office products, such as Outlook Exchange, is essential. Additionally, you will troubleshoot applications and provide product training and consultation, collaborating with team members to ensure timely resolution to customer requests and issues.

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 of various products supported and explain differences to advisors and internal partners.

+ Collaborate with Tech Support, Registration, New Client Onboarding, Business Transitions, Business Consulting, and Cash Management.

+ Resolve client inquiries via email, chat, and phone, ensuring timely updates in the service tracking system.

+ Maintain a working knowledge of cataloged issues to create alternative solutions.

+ Advocate for clients by collecting feedback, suggesting enhancements, and communicating requirements to application development teams.

+ Perform account maintenance, resolve application inquiries, service requests, and complaints effectively.

+ Research complex situations, set client expectations, and recommend next steps to avoid further issues.

+ Network with internal departments to ensure timely service delivery.

+ Engineer quality client experiences that promote 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.

+ Ability to simplify and clarify complex information, demonstrating excellent phone and written communication and listening skills.

+ Strong networking skills and adaptability.

+ Familiarity with basic advisory/brokerage industry.

+ Ability to train and consult clientele 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 Information Technology industry.

+ Experience with proprietary tools or platforms.

+ Strong communication and patience.

+ Empathy and customer care mindset.

+ Problem-solving ability.

+ Ability to translate technical concepts into plain language.

Why Work Here

Enjoy the opportunity to work onsite with a new and growing brand in the Tempe, AZ market. Benefit from competitive pay and comprehensive benefits, including health care, paid time off, and paid volunteer time. Access onsite gyms, recreational spaces, and complimentary mental wellness support to promote a healthy work-life balance. Our culture fosters continuous learning and career growth, supported by development programs designed for engaging, high-impact learning experiences. Our Total Rewards package includes 401K matching, health benefits, employee stock options, paid time off, and more.

Work Environment

Training is conducted onsite for 9-10 weeks, 5 days a week, from 6 AM to 2:30 PM. Post-training, shifts are 8 hours with a 30-minute lunch, starting between 4:30 AM and 8:30 AM. A minimum of 3 days in the office is required. Attendance is crucial, and planned absences should be communicated with 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 Tempe,AZ.

Application Deadline

This position is anticipated to close on Aug 8, 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.