Financial Services Associate

TEKsystems • Saint Petersburg, FL

1d • $23 - $23 • Hybrid

About The Position

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.

Requirements

• 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).

Responsibilities

• 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.

Benefits

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level