What are the responsibilities and job description for the Customer Solutions Specialist position at TEKsystems?
Job Category: Customer Service Representative (Financial Services)
Employment Type: Permanent
Workplace Type: Hybrid
Location: Fort Worth, TX (Hybrid – On‑site Tuesday–Thursday, Remote Monday & Friday)
Position Overview
We are seeking a Customer Solutions Specialist to support clients and advisors within a financial services environment. This role focuses on inbound customer support , insurance product assistance, and web portal navigation while delivering a high level of service and problem resolution.
This is an excellent opportunity for candidates with financial services, insurance, or brokerage experience who are looking to grow their career, gain exposure to licensing, and work in a collaborative, client‑focused environment.
Key Responsibilities
This is a Permanent position based out of Arlington, TX.
Pay And Benefits
The pay range for this position is $55000.00 - $58000.00/yr.
Opportunity will have TEKsystems Benefits
Workplace Type
This is a hybrid position in Arlington,TX.
Application Deadline
This position is anticipated to close on May 28, 2026.
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.
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.
Employment Type: Permanent
Workplace Type: Hybrid
Location: Fort Worth, TX (Hybrid – On‑site Tuesday–Thursday, Remote Monday & Friday)
Position Overview
We are seeking a Customer Solutions Specialist to support clients and advisors within a financial services environment. This role focuses on inbound customer support , insurance product assistance, and web portal navigation while delivering a high level of service and problem resolution.
This is an excellent opportunity for candidates with financial services, insurance, or brokerage experience who are looking to grow their career, gain exposure to licensing, and work in a collaborative, client‑focused environment.
Key Responsibilities
- Respond to inbound calls related to insurance products and online web portal functionality
- Support clients and advisors with account updates, navigation, and general inquiries
- Assist with insurance product questions and policy‑related information
- Educate clients, advisors, and field partners on insurance forms, policies, and procedures
- Act as a liaison between clients, advisors, and business partners to resolve issues
- Partner with Quality Management to research and resolve client concerns
- Perform thoughtful, investigative problem‑solving to determine the best course of action for clients
- Follow up with clients to provide status updates and close service requests
- Accurately document all client and advisor interactions
- Active FINRA Series 7 and Series 63 or 66 license (Series 66 satisfies the 63 requirement)
- 2 years of financial services experience
- Background in insurance, brokerage, or investment services
- Call center or customer service experience
- Clean regulatory record (BrokerCheck verification required; CRD number will be requested)
- Life & Health Insurance License (or willingness to obtain within 180 days of hire)
- Bachelor’s degree
- Experience supporting advisors or high‑net‑worth clients
- Strong communication, documentation, and problem‑solving skills
- Hybrid Schedule:
- Remote: Monday & Friday
- On‑site: Tuesday–Thursday
- Hours: 8:00 AM – 5:00 PM
- Flexible start times available
- 9‑hour shift with 1‑hour lunch
- Salary Range: $55,000 – $58,000 annually
- Bonus: 7% performance‑based bonus
- Comprehensive benefits package through TEKsystems
- Strong entry point into financial services with growth opportunities
- Exposure to insurance and investment products
- Opportunity to build and expand licensing credentials
- Collaborative, client‑focused environment
- Long‑term career development potential
This is a Permanent position based out of Arlington, TX.
Pay And Benefits
The pay range for this position is $55000.00 - $58000.00/yr.
Opportunity will have TEKsystems Benefits
Workplace Type
This is a hybrid position in Arlington,TX.
Application Deadline
This position is anticipated to close on May 28, 2026.
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.
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.
Salary : $55,000 - $58,000