Client Processing Associate

About the role

This is an excellent opportunity to gain valuable experience in wealth management and financial operations while building a long-term career with a globally recognized investment organization. This is NOT a data entry position. Instead, you'll be reviewing complex client requests, applying company policies and procedures, identifying potential risks, and making informed decisions that directly impact client accounts and experiences.

Responsibilities

• Review and process client requests received through web, phone, email, and paper documentation
• Analyze account paperwork to determine client intent and ensure requests meet company policies and compliance standards
• Process Account Maintenance Transactions Such As Profile and address updates, client agreements and documentation, required financial calculations, account maintenance requests
• Handle more complex transactions including: Beneficiary updates and distributions, New account setup, Asset allocation requests, Inheritance and account transfer processing
• Research documentation discrepancies and identify missing or conflicting information
• Navigate multiple systems simultaneously while maintaining accuracy and efficiency
• Review emails, paperwork, and call transcriptions to make informed processing decisions
• Maintain high levels of quality, compliance, and customer service while managing a high-volume workload
• Collaborate with supervisors and team members to resolve unique client situations and determine appropriate next steps

Requirements

• At least 1 year of experience working in a policy-driven or regulated environment
• Administrative, operations, claims processing, benefits processing, banking, customer service, healthcare administration, or related experience
• Strong attention to detail with the ability to identify inconsistencies and potential risks
• Excellent critical thinking and problem-solving abilities
• Comfortable reading, interpreting, and reviewing detailed documentation
• Strong organizational skills and ability to prioritize multiple tasks
• Basic Microsoft Office skills, including Excel and Outlook
• Strong customer service mindset with excellent communication skills
• Basic math proficiency

Qualifications

• Associate's or Bachelor's degree
• Previous experience processing transactions, claims, benefits, account maintenance, or client requests
• Experience working within compliance-focused environments

Skills

Strong attention to detail, critical thinking, problem-solving, organizational skills, and customer service mindset.

Benefits

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)

Pay and Benefits

The pay range for this position is $19.50 - $19.50/hr.

Location

This is a Contract to Hire position based out of Owings Mills, MD.

Application Deadline

This position is anticipated to close on Jul 17, 2026.

About TEKsystems

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.

About TEKsystems Global Services

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.