What are the responsibilities and job description for the Financial Services Representative position at TEKsystems?
FINANCIAL SERVICES REPRESENTATIVE
TECHNICAL
The Service Experience Specialist will handle inbound calls to verify client information for security purposes. The position works 100% onsite and is customer facing over phone, email, and/or in-person. The Service Experience Specialist should maintain qualities that include: patience, de-escalation, and professional assertiveness.
DUTIES
This is a Contract to Hire position based out of Fairfield, IA.
Pay And Benefits
The pay range for this position is $18.00 - $18.00/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:
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.
TECHNICAL
- Customer Service
- Onsite
- Face-to-Face
- Phone
- Call Center
- De-escalate
- Financial Services
The Service Experience Specialist will handle inbound calls to verify client information for security purposes. The position works 100% onsite and is customer facing over phone, email, and/or in-person. The Service Experience Specialist should maintain qualities that include: patience, de-escalation, and professional assertiveness.
DUTIES
- Support financial clients by providing services related to physical paperwork, digital paperwork, account information, mailing and distributions.
- Communicate operational and financial industry policies and procedures.
- Use computers and navigate applications with minimal guidance.
- Research issues and resolve inquiries in a timely manner.
- Develop understanding of the policies and procedures to execute them in daily work.
- Adapt and adhere to updating policies and core values.
- Collaborate with internal associates to improve procedures and templates to streamline processes.
- Organize document coordination utilizing departmental database software.
- Scan documents, and submit items via web capture.
- Be assertive, if necessary while leading interactions with kindness and empathy.
- Use script and walk clients through security questions in order to verify identifies.
- Work under pressure, while maintaining composure and professionalism.
- Customer service, call center, credit union/banking experience is nice to have
- Computer literacy, typing, CRM
- Ability to self-motivate and work independently
- Basic and typing skills - 40-50 wpm
- Strong grammar and sentence structure through email
- Computer technology graduates welcome to apply
- Office Setting
- In-person
- De-escalating
- Customer Service
- Phone
- Professionalism
- Monday-Friday
- No Weekends
- 1st Shift Hours
- Start Date April 20, 2026
- Interviews March 25-April 1
- 2-step process
- First-step w/ HR
- Second-step w/ Team Lead
This is a Contract to Hire position based out of Fairfield, IA.
Pay And Benefits
The pay range for this position is $18.00 - $18.00/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 Fairfield,IA. Application Deadline This position is anticipated to close on Mar 26, 2026. h4>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.
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.
Salary : $18