Transaction Services Representative

Retail Asset Management Department Position

We are hiring full-time associates to support the Retail Asset Management department. This role involves high-volume transaction processing, document review, and light phone support. Candidates must be comfortable navigating multiple systems and interpreting complex client instructions.

Key Responsibilities:

• Process 350–400 client activities monthly across phone, web, and paper channels.
• Handle both core and complex transaction types:
• Core: Address/profile updates, uploading agreements, R&D calculations.
• Complex: Financial beneficiary movements, new account setups, complex asset allocations.
• Review and interpret client paperwork, emails, and phone transcripts to determine intent.
• Navigate multiple systems to manage accounts.
• Track and document client inquiries to support process improvements.
• Collaborate with team members to enhance transaction quality and turnaround time.

Required Qualifications:

• Strong analytical and data entry skills.
• Minimum 1 year of data entry or administrative experience.
• Excellent written and verbal communication skills.
• Proficiency in Excel and general computer navigation.
• Solid math and reading comprehension.
• Strong customer service and administrative capabilities.

Work Environment:

• Onsite - office based setting - onsite in Colorado Springs (Briargate area)
• Collaborative and supportive culture focused on accuracy and efficiency
• Hours: Mon-Fri 8am - 4:45pm (+ occasional Sunday OT)
• Growth opportunity available - significant potential for career development. Employees who excel may be considered for permanent placement and advancement into other departments.

Pay and Benefits:

The pay range for this position is $19.50/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)

Application Deadline:

This position is anticipated to close on Sep 5, 2025.

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.