Customer Service Specialist Job Description
Computes, classifies, and records data relating to financial records or transactions.
Performs any combination of routine calculating, posting, and verifying duties of financial data and records.
Tasks include computing taxes and valuations, tracking price fluctuations, and verifying records of transactions and holdings.
May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers.
Service and process requests related to investment accounts.
Complete account maintenance, including name, address, and beneficiary changes.
Process contributions, distributions, incoming funds, trades, and tax withholding requests.
Provide inbound service support to financial advisors through a dedicated phone line and shared email inbox.
Support requests involving clients, financial advisors, and authorized third parties.
Accurately process transactions while maintaining a high level of service and attention to detail.
Participate in task-based rotations across the team, with each rotation focusing on a specific type of account activity. For example, the Distribution Rotation focuses on processing and servicing distribution-related requests.
Skills & Qualifications
- Highly organized: Able to manage multiple priorities, track outstanding tasks, and adjust as responsibilities change day to day.
- Thrives in a fast-paced environment: Comfortable managing a high volume of work while maintaining accuracy and attention to detail.
- Strong communication skills: Clear and professional written and verbal communicator who communicates openly with teammates and leadership.
- Team-oriented: Works collaboratively within a close-knit team environment.
- Coachable and receptive to feedback: Open to constructive feedback and willing to adjust and improve.
- Positive attitude: Brings a professional, solutions-oriented mindset and maintains a positive approach to work and previous experiences.
- Accountable and improvement-focused: Takes ownership of mistakes, learns from them, and looks for ways to prevent them from happening again.
- Dependable: Demonstrates reliability and consistent attendance with minimal unplanned absences.
Job Type & Location
This is a Contract to Hire position based out of Bloomington, IL.
Pay and BenefitsThe pay range for this position is $18.00 - $20.00/hr.
Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
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)
Job Type & LocationThis is a Contract to Hire position based out of Bloomington, IL.
Application DeadlineThis position is anticipated to close on Nov 20, 2026.
Workplace TypeThis is a hybrid position in Bloomington,IL.
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.
Were 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. Were 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. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were 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.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): 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.
