Financial Operations Clerk

Global asset management / financial services firm dedicated to delivering investment management excellence and retirement services that investors can rely on-today and for the long term.

• Position Overview

Client Servicing Associates in Retail Account Management play a critical role in ensuring the accuracy, timeliness, and quality of client transactions. You will be responsible for the following items :

• Process 350-400 client activities monthly across phone, web, and paper channels.
• Handle both Core and Complex transaction types :
• Core : Address / profile updates, uploading agreements, R&D calculations.
• Complex : Financial beneficiary movements, new account setups, complex asset allocations.
• Review and interpret client paperwork, emails, and phone transcripts to determine intent.
• Navigate multiple systems to manage accounts.
• Track and document client inquiries to support process improvements.
• Required Skills

Customer Service Expertise

• Proven ability to deliver exceptional service in a regulated, policy-driven environment.
• Experience ensuring compliance with strict policies and procedures throughout the customer journey.

Critical Thinking & Risk Awareness

• Strong analytical skills to identify gaps, inconsistencies, or risks in documentation and processes.
• Ability to verify forms and ensure compliance with established standards.

Basic Computer Skills

• Proficiency in Outlook, Excel, and company programs.
• Ability to manage spreadsheets, multitask across systems, and perform basic troubleshooting (e.g., clearing cache / cookies, monitor resets).

If you're passionate about helping others make smart financial decisions and want to grow in a dynamic, purpose-driven environment-this is your launchpad.

Ready to take the next step in your financial services career? Apply now and let's build your future together!

Upon review of your application, you may receive a phone call or email from a TEKsystems recruiter to discuss the next steps in our hiring process!

• 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 :

• 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 fully onsite position in Colorado Springs,CO.

• Application Deadline

This position is anticipated to close on Dec 18, 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.