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Account Services Specialist (Hybrid)
Account Services Specialist (Hybrid)-August 2024
Golden Valley
Aug 8, 2025
About Account Services Specialist (Hybrid)

  Description:

  These positions are open due to an influx in business, that is creating additional work. Some of the positions will be supporting a team that's going to be training on a new database. The right candidates will be supporting the normal day to day work while the team is training on the new system. Good news is that this line of business is growing rapidly.

  This is blend of completing tasks and providing customer service to Financial Advisors who are submitting the applications for Annuity products.

  No Customer contact but you will be expected to speak with Financial Advisors that will communicate with customers.

  Most of the communication is through email and a couple of phone calls, if customer/client prefers. Working with Broker Dealers, FMO's, and internal partners.

  Typical Day - processing and accuracy is very important. Number of tasks processed per day would be as much as 100. These easier tasks would require less research, investigative work, etc. When working the more difficult tasks, processing 50 daily would be expected due to the amount of time spent in discovery.

  Department Info - New Business Annuity (Variable and Fixed).

  Additional Skills & Qualifications:

  HS Diploma

  2+ years of recent professional corporate experience

  Prefer College Graduate and Financial Services experience

  Call Center experience would work as well.

  Work Environment

  Professional office setting. Cafeteria, workout center, free parking, bus line accessible. Dress is business casual.

  Monday through Friday - 7am to 4pm core hours. We can be flexible here, but a set schedule is required after training.

  ONSITE for training 4 weeks are first shift, 8:30am to 4pm.

  Experience Level:

  Intermediate Level

  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.

  We are an equal opportunity employers and will consider all applications without regard to race, genetic information, sex, age, color, religion, national origin, veteran status, disability or any other characteristic protected by law. To view the EEO is the law poster click here. Applicants with disabilities that require an accommodation or assistance a position, please call 888-472-3411 or email [email protected]. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Messages left for other purposes will not receive a response.

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