Account Services

Description:

Exclusive opportunity with Financial Institution located in Golden Valley, MN. This assignment will be on site for a minimum of 4 weeks for training and then become Hybrid. 3 days in office and 2 days remote.

These positions are open due to an influx in business, that is creating additional work. Some of the positions will be supporting a team that's going to be training on a new database. The right candidates will be supporting the normal day to day work while the team is training on the new system. This assignment will go through the year and has an opportunity to get extended, highly likely to extend through 2024. Good news is that this line of business is growing rapidly. There could be an opportunity for offers of permanent employment. Applying within and interviewing would be expected.

This is blend of completing tasks and providing customer service to Financial Advisors who are submitting the applications for Annuity products. No Customer contact but you will be expected to speak with Financial Advisors that will communicate with customers. Most of the communication is through email and a couple of phone calls, if customer/client prefers. Working with Broker Dealers, FMO's, and internal partners. We really would like to see candidates that are NOT afraid to pick up the phone and walk through the Financial Advisors issues.

Typical Day - processing and accuracy is very important. Number of tasks processed per day would be as much as 100. These easier tasks would require less research, investigative work, etc. When working the more difficult tasks, processing 50 daily would be expected due to the amount of time spent in discovery.

Work Environment / Department Info - New Business Annuity (Variable and Fixed). Applications are being sent to this team from Field Reps (Financial Advisors). Each application needs to be reviewed and sent back if there are errors or items missing. The field reps are working directly with customers and the field reps rely on you to get the application approved and in force!

We are targeting 2/12 as a start date but they may need to push it back.

Skills:

Customer service, Customer support, Financial services, Banking, Data entry

Top Skills Details:

Customer service

Additional Skills & Qualifications:

HS Diploma

2+ years of recent professional corporate experience

Prefer College Graduate and Financial Services experience

Hiring Manager did state that Customer Service Call Center experience would work as well.

Experience Level:

Intermediate Level

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.