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Jobs · Finance · Colorado

Client Processing Associate (Financial Services)

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

Ready to take your administrative career to the next level? Join a highly respected investment management company and break into the financial services industry. This role offers an excellent opportunity to gain valuable experience in wealth management and financial operations while building a long-term career with a globally recognized organization.

About the role

As a Client Processing Associate, you will support retail investment operations by reviewing, analyzing, and processing a variety of client transactions. This is not a data entry position—you'll review complex client requests, apply company policies, identify potential risks, and make 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, including:
    • 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.

In this role, you'll be trusted to think critically and make informed decisions—not simply follow instructions. You'll evaluate documentation, identify potential compliance risks, interpret policies, and determine the best path forward for clients while maintaining regulatory standards.

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.
  • Ability to navigate multiple computer systems throughout the day.
  • Basic Microsoft Office skills, including Excel and Outlook.
  • Strong customer service mindset with excellent communication skills.
  • Basic math proficiency.

Preferred Qualifications

  • Experience within banking, wealth management, credit unions, insurance, investments, or financial services.
  • Associate's or Bachelor's degree.
  • Previous experience processing transactions, claims, benefits, account maintenance, or client requests.
  • Experience working within compliance-focused environments.

Ideal Backgrounds

Candidates often come from positions such as:

  • Administrative Assistant
  • Operations Associate
  • Claims Processor
  • Claims Analyst
  • Benefits Analyst
  • Financial Operations Associate
  • Client Services Representative
  • Account Processing Specialist
  • Banking Associate
  • Loan Processor
  • Customer Operations Specialist
  • Documentation Specialist
  • Back Office Support Representative
  • Client Onboarding Associate

What You'll Gain

  • Exposure to the financial services and investment industry.
  • Career advancement opportunities within a nationally recognized investment firm.
  • Professional training and development.
  • Valuable experience in financial operations, compliance, and client services.
  • Opportunity to build a long-term career with a highly respected organization.

Pay

$19.50/hr (paid weekly). 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 insurance.
  • Critical illness, accident, and hospital insurance.
  • 401(k) Retirement Plan (pre-tax and Roth post-tax contributions available).
  • Life Insurance (voluntary life and AD&D for 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 Contract to Hire position based in Colorado Springs, CO. The role is fully onsite.

Application deadline: Sep 2, 2026.

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