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Jobs · Manufacturing · Colorado

Client Operations Associate

TEKsystems · Colorado Springs, CO · 1 wk ago
On-siteManufacturing$19.5/hrContract

Our client is seeking a detail-oriented professional to join their Retail Asset Management team. This role involves reviewing and processing client requests, analyzing documentation, and ensuring transactions are completed accurately and in compliance with company policies. This is not a data entry role and requires strong critical thinking, decision-making, and attention to detail.

Responsibilities

  • Review and process client requests received via phone, email, web, and paper documentation.
  • Analyze forms and supporting documents to determine the appropriate action based on policies and procedures.
  • Process both routine and complex account transactions, including account updates, beneficiary changes, account setup, and asset allocation requests.
  • Identify missing information, discrepancies, or potential risks before completing transactions.
  • Navigate multiple systems simultaneously to research and process requests.
  • Handle approximately 350-400 transactions per month while maintaining quality and compliance standards.
  • Provide occasional phone support (approximately 10% of the role).

Requirements

  • 1+ year of experience in a policy-driven environment.
  • Strong customer service experience.
  • Excellent critical thinking and problem-solving skills.
  • High attention to detail with the ability to identify errors and risks.
  • Proficiency with Microsoft Outlook, Excel, and navigating multiple computer systems.
  • Basic math skills and strong organizational abilities.

Preferred Qualifications

  • Financial services, banking, credit union, insurance, or wealth management experience.
  • Associate's or Bachelor's degree (preferred but not required).

Skills

  • Customer Service
  • Critical Thinking
  • Compliance
  • Policy & Procedure Interpretation
  • Microsoft Excel
  • Documentation Review
  • Transaction Processing
  • Attention to Detail
  • Financial Operations
  • Multi-System Navigation

Pay

The pay range for this position is $19.50 - $19.50/hr. Individual compensation offered within this range will depend on qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Benefits

Eligibility requirements apply to some benefits and may depend on job classification and length of employment. Benefits are subject to change and may include:

  • Medical, dental, and vision
  • Critical Illness, Accident, and Hospital coverage
  • 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)

Schedule

This is a fully onsite, Contract to Hire position based in Colorado Springs, CO.

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