New

Account Associate

TEKsystems
$20.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, Minnesota, Minneapolis
Mar 13, 2026
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 highlevel customer service, account administration, and Excelbased 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 thirdparty 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 MustHave 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: Fulltime, 1year 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 & LocationThis is a Contract position based out of Minneapolis, MN. Pay and BenefitsThe 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 TypeThis is a fully onsite position in Minneapolis,MN. Application DeadlineThis 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.