Account Associate

TEKsystems • Minneapolis, MN • 2h ago

NOW HIRING: Account Associate - Financial Services | $20/hr | Minneapolis, MN | Hybrid After Training

Join a leading financial services organization in Minneapolis supporting mortgage clients through high-level customer service, account administration, and Excel-based reporting.

Job Description

We are seeking an Account Associate to support external mortgage clients and internal business partners. In this role, you will serve as the main point of contact for assigned accounts, assist a Relationship Manager, and ensure mortgage documents and collateral files meet strict client criteria.

This position combines client interaction, financial review, reporting, and administrative accuracy-ideal for someone with strong customer service experience and working Excel skills (including VLOOKUPs and pivot tables).

Key Responsibilities

Serve as the primary contact for mortgage clients and internal business partners

Communicate daily via phone and email to explain reports, resolve inquiries, and support account needs

Handle account setup, maintenance, and ongoing oversight in accordance with policies and regulations

Create and review Excel reports (VLOOKUPs, pivot tables) summarizing document and file status

Assist Relationship Managers with research and issue resolution

Generate certifications, trust receipts, and other confidential documentation

Collaborate with internal teams and third-party vendors as needed

Provide support on larger team projects and initiatives

Tools Used

Excel (VLOOKUPs, pivot tables)

Outlook for client communication and task management

Word for professional and confidential correspondence

Must-Have Qualifications

2+ years of experience in financial services or professional customer service

OR a Bachelor's degree in lieu of experience

Minimum 6+ months of Excel experience (must know VLOOKUPs & pivot tables)

Strong communication skills, both written and verbal

High attention to detail and ability to follow structured processes

Preferred Qualifications

6+ months of experience working with mortgage documents

Experience supporting account administration or document review

Familiarity with financial, banking, or lending environments

Work Environment, Location & Compensation

Employment Type: Full-time, 1-year contract with potential for extension or future hire based on business needs and performance (not guaranteed)

Location: Minneapolis, MN

Schedule: Initial onsite training, transitioning to a hybrid schedule after proven performance

Hours: 8:00 AM - 4:30 PM

Work Setting: Cubicle environment

Dress Code: Business casual

Compensation: $20.00/hr

Job Type & Location

This is a Contract position based out of Minneapolis, MN.

Pay and Benefits

The pay range for this position is $20.00 - $20.00/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 fully onsite position in Minneapolis,MN.

Application Deadline

This position is anticipated to close on Mar 25, 2026.

h4>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.

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