New

Financial Field Service Support

TEKsystems
$24.00 - $27.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, Minnesota, Minneapolis
Jan 20, 2026
Description Financial institution is seeking a long term consultant to help support operational tasks at their Minneapolis location. The right candidate will support Financial Advisors in the field. Field Service Group - heavy volume of calls taking from financial advisors. They utilize three systems to support the advisors. Account Opening system, Workflow - Infinity, and Salesforce. Money transfers, retirement accounts, paper processing. Typical call from client associate, I'm trying to open this account for a customer and I'm having this issue .. help! Volume around 30-40 calls per day, could be more on a busy day. Calls average 8 minutes, could be less. Could take as long as a half an hour. There's a shared inbox that people can use instead of calling. 200 emails a month, not too busy. Expect to review trainings when were not taking calls. Refreshers, keep people sharp. Tracking calls in Salesforce. Detailed information validating what they were doing. Expectation is that you rack 90% of calls. People struggle, due to 60 seconds to document to take the next call. Tickets get created when issues are not resolved, this goes to level 2. This is not the technical side of support. Performance Metrics - call volume and ticket documentation for the call. Away time, how often are you in the que (80%). Not rigid, flexible and collaborative PURPOSE The primary purpose for this position is to provide field- and client-facing customer service and support. Associate will assist and provide accurate information to clients and field users, and will keep diligent records of all interactions. They will need to maintain queue and hold time standards. Associate is responsible to keep current on changes to business processes and the technology that impacts the clients and field users they support. PRINCIPAL RESPONSIBILITIES Provide accurate information on business processes that the associate supports. Accurately record and escalate product, operational, or technology issues to the appropriate owner. Understand required accountabilities in the area in which the Associate works. (60%) Research, respond, and follow-up with assistance from other team members as required to questions from field users, external clients, Operations, and other Business Units. Associate will draft basic knowledge articles, as well as make changes and updates for review by leaders. (20%) Escalate questions to the appropriate senior associates within FCSS. (10%) Reduce risk by suggesting process changes or modifications as appropriate. (5%) Perform other duties and responsibilities as assigned. (5%) Job Type & Location* This is a Contract position based out of Minneapolis, MN. Pay and BenefitsThe pay range for this position is $24.00 - $27.00/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 TypeThis is a hybrid position in Minneapolis,MN. Application DeadlineThis position is anticipated to close on Jan 23, 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. 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. 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.