Financial Services Operations Specialist

2 weeks ago


Owings Mills, Maryland, United States TEKsystems Full time

Job Title: Financial Operations Associate

Job Overview

We are seeking dedicated associates to assist in our client's Retail Asset Management division. The nature of the work will fluctuate throughout the year, primarily focusing on the processing of client transactions. There are two main categories of processing: Core and Complex.

CORE Processing encompasses tasks such as updating client profiles, uploading various agreements, and conducting R+D calculations.

COMPLEX Processing involves managing financial beneficiary transfers, establishing new accounts, and handling intricate asset allocations.

*Candidates should be adept at interpreting extensive written information. Minimal phone communication will be required (approximately 10% of the time). The role necessitates proficiency in navigating multiple systems daily and processing activities originating from phone, web, and paper sources. Candidates will engage in an average number of activities monthly.

Key Responsibilities:


• Evaluate transaction requests and authorizations, ensuring timely and precise reconciliation while adhering to departmental productivity and quality standards.


• Monitor responses to client inquiries to create guides that facilitate quick resolution of recurring issues.


• Undertake initiatives to enhance business processes, improve the timing and quality of client transactions, and elevate the level of support provided.


• Strive to learn and comprehend business processes and service requirements.


• May engage in verbal or written communication with clients.

Essential Qualifications:

Proficient Analytical/Data Entry Skills Minimum of 1 year of Data Entry/Administrative Experience Excellent written and verbal communication abilities

Employment Type

This is a Contract-to-Hire position with a duration of 6 Month(s).

Work Environment

The role is situated in a call center setting, collaborating within a team of 15, while the department comprises around 100 individuals. Standard hours are Monday to Friday, 8am-4:45pm, with potential for Sunday overtime (4 hours).

About TEKsystems:

We are partners in transformation, assisting clients in activating ideas and solutions to leverage new opportunities. Our team consists of 80,000 professionals, collaborating with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe, and Asia. As a leader in Full-Stack Technology Services, Talent Services, and real-world application, we work alongside progressive leaders to drive change. This is the essence of true partnership. TEKsystems is part of the Allegis Group.

We are 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.



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