Job Description

Client Services Associate

Location: Tempe, Arizona, 85281

Work Schedule: Hybrid, Monday-Wednesday onsite | Thursday-Friday remote.

Training: 4 weeks of instructor-led training followed by job shadowing and supported transition to live calls.

Position Overview

We are seeking a Client Services Associates to join a fast-paced Compensation Operations team for the upcoming tax season. This position serves as a primary point of contact for financial advisors seeking assistance with commissions, compensation payments, reporting questions, account servicing, and other compensation-related inquiries.

This is an excellent opportunity for someone with a background in customer service, call center support, banking, financial services, or client operations who is comfortable learning complex processes and working with multiple systems. Candidates who are organized, detail-oriented, and confident communicating with clients over the phone will be well positioned for success.

Key Responsibilities

• Handle inbound calls from financial advisors regarding commissions, compensation payments, reporting, and account servicing inquiries.
• Provide professional, accurate, and timely support while working to resolve straightforward requests during the initial interaction.
• Create and maintain detailed case documentation for each advisor interaction.
• Gather relevant information, document next steps, and escalate complex cases to Compensation Case Analysts when additional research is required.
• Navigate multiple systems and applications simultaneously while speaking with advisors.
• Demonstrate active listening and ask appropriate questions to fully understand and resolve client concerns.
• Maintain professionalism and composure when assisting frustrated or escalated callers.
• Meet established service levels, quality expectations, and performance standards within a structured call center environment.
• Participate in classroom training, job shadowing, coaching, and ongoing development to strengthen compensation and financial-services knowledge.

Required Qualifications

• 1+ year of experience in customer service, call center support, client services, operations, or a related field.
• Strong verbal and written communication skills.
• Ability to learn complex processes and retain a high volume of information.
• Strong attention to detail, organization, and documentation skills.
• Ability to remain calm, professional, and solutions-focused during challenging customer interactions.
• Comfortable navigating multiple computer systems and applications simultaneously.
• Ability to work successfully within a structured environment with scheduled breaks, lunches, and established service expectations.
• Strong problem-solving and active-listening skills.

Preferred Qualifications

• Previous experience within financial services, banking, brokerage, investments, wealth management, or a related industry.
• Experience supporting financial advisors or other financial-services professionals.
• Previous experience in a high-volume inbound call center.
• SIE (Securities Industry Essentials) certification is a plus but not required.
• Experience with Oracle, Microsoft Dynamics, NICE CXone, CRM platforms, or similar systems.

Training & Work Environment

New team members will receive a comprehensive onboarding experience designed to build confidence before transitioning to independent client support.

• The first four weeks will consist of structured, classroom-style training with a dedicated trainer.
• Following classroom training, associates will participate in job shadowing with experienced team members.
• Associates will gradually transition into handling live advisor calls independently.
• Ongoing coaching and support will be available throughout the onboarding process.
• This position follows a hybrid schedule, with employees working onsite Monday through Wednesday and remotely Thursday and Friday.

Why This Opportunity?

This role provides an excellent opportunity to build experience within the financial-services industry while developing knowledge of advisor compensation, client servicing, operations, and financial processes. It can be an especially strong fit for customer service professionals looking to transition into financial services and gain experience supporting financial advisors in a professional corporate environment.

Upon review of your application, you may receive an email or phone call from our TEKsystems recruiter to schedule an interview!

Job Type & Location

This is a Contract position based out of Tempe, AZ.

Pay and Benefits

The pay range for this position is $21.00 - $23.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

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)

Job Type & Location

This is a Contract position based out of Tempe, AZ.

Application Deadline

This position is anticipated to close on Nov 16, 2026.

Workplace Type

This is a hybrid position in Tempe,AZ.

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

Were 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. Were 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. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were 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.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.