Annuities Client Support Associate

Description

Support a specialized financial services team handling three primary business areas: annuities, retirement plan accounts, and life events. The role focuses on operational support, account maintenance, customer inquiries, qualified retirement accounts, money movement requests, and complex service issues.

Representatives will assist clients with retirement account opening, account maintenance, transfers, and operational servicing questions. The team acts as a Level 2 support group handling more complex inquiries than the front-line Resource Center.

What you will do:

• You will quickly and thoughtfully handle complex and escalated issues from representatives and customers.

• Provide high quality support to our clients in all aspects of their business including brokerage operations, advisory accounts, transfers, direct business, etc.

• You will provide support to our clients with the navigation while using various systems associated with the broker-dealer.

• Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.

• You will utilize the CRM (Client Relationship Management) tool to accurately record each call.

• Work independently within the team to assist callers without requiring outside help.

• You will participate in off-phone projects as required.

• Provide training support both internally and externally.

• Show an understanding of the financial services industry and our role in it.

• You will complete other duties as assigned.

Key Priorities for the role:

1. Annuities experience

2. Strong personality/culture fit

3. Complex case handling experience

4. Financial services or wealth management background

5. Call center experience

6. Retirement plan account knowledge

7. Life events/deceased account experience

8. Schedule flexibility and adaptability

What you need to have:

• 2+ years of Banking or Financial Services experience ideally annuities,

• 3+ years of proficiency with Microsoft Office

• 2+ years of customer focused experience

Experience Level

Intermediate Level

This is a Contract position based out of Coppell, TX.

The pay range for this position is $23.00 - $25.00/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)

This is a hybrid position in Coppell,TX.

This position is anticipated to close on Aug 18, 2026.

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 TEKsyste