New

Technology Customer Support Representative

TEKsystems
$23.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, Arizona, Tempe
Jun 12, 2026
Description We're looking for a Technology Support Professional who is passionate about the financial industry. This position will be responsible for creating an effortless experience through end-to-end client support for a client base that consists of sophisticated financial professionals who require a unique level of service. The position will support clients in all navigational aspects of proprietary financial technology software as well as a multitude of other financial applications and platforms, including internet browsers, mobile applications, and affiliate technology. Other proficiencies will include Microsoft Office products, such as Outlook Exchange. Additional responsibilities will include troubleshooting applications and providing product training and consultation. The candidate will be expected to ensure resolution to all customer requests and issues in a timely fashion by partnering with team members both inside and outside of our department. Responsibilities * Assist financial professionals in navigating and troubleshooting proprietary and vendor software, as well as multiple office applications and browsers * Support first contact resolution efforts by guiding advisors and their assistants through financial processes and system platforms related to various technology tools * Maintain knowledge of various supported products and be able to explain differences to advisors and internal business partners to meet client technology needs * Work closely with Tech Support, Registration, New Client Onboarding, Business Transitions, Business Consulting, and Cash Management teams * Resolve client inquiries via email, chat, and phone * Provide timely updates of all ongoing support issues into the service tracking system, log detailed reports, and collaborate with escalation teams for resolution * Maintain working knowledge of cataloged issues to ensure awareness and develop alternative solutions * Work in a team-oriented environment, advocating for clients by collecting feedback, suggesting enhancements, and communicating requirements to application development teams * Perform account maintenance (transaction inquiries, electronic document reviews, etc.) * Provide new and existing customers with excellent service related to application inquiries, requests, suggestions, and complaints * Resolve customer inquiries and complaints fairly and effectively in compliance with financial regulations * Operate in a fast-paced environment, including handling back-to-back phone calls * Maintain a professional performance standard demonstrating reliability, accountability, and ownership * Develop a working understanding of financial industry terminology * Continuously build subject matter expertise on new applications and product releases related to advisory/brokerage services and client support * Work within a structured schedule environment * Research complex issues, set expectations, define actions for resolution, and recommend preventative next steps * Partner with internal departments to ensure timely service delivery * Deliver high-quality client experiences through professionalism, clear communication, and a customer-first approach What Are We Looking For? We want strong collaborators who can deliver a world-class client experience. We are looking for individuals who thrive in a fast-paced environment, are client-focused, team-oriented, and capable of driving creativity and continuous improvement. Requirements * Proficiency in Microsoft Windows, Office, Exchange, iOS, Android, and multiple browsers * Strong problem-solving abilities * Excellent organizational skills * Ability to simplify complex information with strong verbal and written communication skills * Commitment to continuous learning and successful completion of product training * Strong networking skills and adaptability * Ability to navigate and troubleshoot supported products * Understanding of policies, procedures, and systems * Familiarity with the advisory/brokerage industry * Ability to train and consult internal and external users * Appreciation for diverse perspectives and inclusive collaboration * Ability to de-escalate and manage challenging situations effectively * Adaptability in a changing environment Education and Experience * Strong college degree preferred * 1-3 years of financial services experience Skills Customer service, Troubleshooting, M365, Work ethic Top Skills Customer service, Troubleshooting, M365, Work ethic Additional Skills & Qualifications Preferred Certifications: * Series SIE * Microsoft Office Specialist (MOS) * Microsoft Certified Professional (MCP) * CompTIA A+ * Additional licenses/certifications may be required as the role evolves Experience Level Entry Level Job Type & LocationThis is a Contract position based out of Tempe, AZ. Pay and BenefitsThe pay range for this position is $23.00 - $23.00/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 Tempe,AZ. Application DeadlineThis position is anticipated to close on Jun 25, 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 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.