Job Description
Job DescriptionFinancial Services Operations Specialist (Hybrid)
Location: Golden Valley, MN
Schedule: Hybrid (3 days onsite, 2 days remote after training)
Employment Type: 4 month contract with potential for extension and long-term opportunities
About the Opportunity
A leading financial services organization is seeking detail-oriented professionals to join its growing operations team. This role is ideal for individuals looking to build a career in financial services while gaining exposure to retirement and insurance products, financial advisors, and business operations.
The position combines high-volume processing with customer service, supporting financial professionals who submit applications and requests on behalf of their clients.
Responsibilities
- Review and process financial product applications for accuracy and completeness.
- Identify missing information and resolve documentation issues.
- Communicate with Financial Advisors, Financial Professionals, and internal business partners via phone and email.
- Research and resolve application discrepancies.
- Process a high volume of transactions while maintaining accuracy and quality standards.
- Follow established procedures, compliance requirements, and service-level expectations.
- Collaborate with internal teams to ensure applications are approved and placed in force efficiently.
Qualifications
Required
- High School Diploma or equivalent.
- 2+ years of professional experience in a corporate environment.
- Strong communication and customer service skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong attention to detail and organizational skills.
- Comfortable speaking with business partners by phone and email.
Preferred
- Bachelor's degree.
- Financial services, banking, insurance, or operations experience.
- Call center or customer service experience
- Experience processing applications, documentation, policies, claims, or financial transactions.
Ideal Candidate
We're looking for professionals who:
- Enjoy helping others solve problems.
- Thrive in structured and process-driven environments.
- Can balance customer service with operational responsibilities.
- Are comfortable reviewing detailed documentation and ensuring accuracy.
- Are not afraid to pick up the phone and work through issues with business partners.
Why Consider This Opportunity?
- Excellent opportunity to break into the financial services industry.
- Gain exposure to retirement and insurance products, financial advisors, and business operations.
- Hybrid work schedule after training.
- Collaborative and professional work environment.
- Opportunity to develop valuable financial services and operations experience.
- Potential for long-term growth and career advancement within the organization.
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Job Type & Location
This is a Contract position based out of Golden Valley, MN.
Pay and Benefits
The pay range for this position is $20.00 - $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 Type
This is a hybrid position in Golden Valley,MN.
Application Deadline
This position is anticipated to close on Jul 23, 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.