Client Services Associate

Job Description

Job Description

Client Services Associate

Location : Colorado Springs, CO (Onsite)

Pay Rate : $19.50 / hr.

Schedule : Monday – Friday, 8 : 00 AM – 4 : 45 PM

Training : 4–6 weeks on assignment

Overtime : Occasional, may be communicated on short notice

Position Overview

Join a global leader in asset management and financial services, committed to delivering investment excellence and retirement solutions that clients can rely on—today and for the long term. As a Client Services Associate in Retail Account Management, you’ll play a vital role in ensuring accuracy, timeliness, and quality in client transactions. This is an excellent opportunity for detail-oriented professionals or recent graduates looking to launch a career in financial services.

Key Responsibilities :

• Process 350–400 client activities monthly across phone, web, and paper channels.
• Handle both Core and Complex transactions :
• Core : Address / profile updates, uploading agreements, R&D calculations.
• Complex : Beneficiary changes, new account setups, complex asset allocations.
• Review and interpret client paperwork, emails, and phone transcripts to determine intent.
• Navigate multiple systems to manage accounts and track inquiries for process improvements.

Required Skills & Qualifications

Job Type & Location

This is a Contract to Hire position based out of Colorado Springs, CO.

Pay and Benefits

The pay range for this position is $19.50 - $19.50 / 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 :

Workplace Type

This is a fully onsite position in Colorado Springs,CO.

Application Deadline

This position is anticipated to close on Dec 20, 2025.

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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.