New

Operations Admin Specialist - Junior

TEKsystems
$26.00 - $27.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, California, Napa
Jul 18, 2025
Description Expectation is for the candidate to work on-site. Work Location -Zip code CA 94559. Financial experience highly desired. The Client Service Specialist provides excellent service operation and sales support to the Branch staff and our clients. Serves as the initial point of contact with responsibilities to greet direct and assist walk-in or call-in clients with any service related issues as well as account questions issues problem resolution and escalations. Builds positive relationships with peer's business partners and colleagues while working effectively with others to accomplish organizational goals. Work hours: 8:30am to 5pm Monday thru Friday. Responsibilities: - Responsible for the day-to-day operations and administrative functions of the branch. - Work with Sr Financial Consultants and Financial Consultants to communicate solutions either directly or indirectly with clients. - Identify and refer lead opportunities to Sr Financial Consultants and Financial Consultants - Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners - Adhere to all compliance/risk procedures and follow corporate and industry protocols. - Ensure that all paperwork policy and procedures for client requests have been adhered to in order to satisfy compliance requirements. - Assist Branch Manager in performing daily key compliance and oversight activities for the branch. - Participate in projects to improve processes and enhance the client experience - Perform duties with confidence minimal supervision and sound judgment to mitigate risk for the firm. Requirements: - Excellent communication and computer skills including MS Word Excel and Powerpoint. - Research and resolution of complex client inquiries via phone cases and chat - Excellent interpersonal and organizational skills Strong attention to detail. - Perform duties with confidence minimal supervision and sound judgement to mitigate risk for the firm. Must have a sense of urgency ability to multi-task excellent organizational skills and strong prioritization skills. Must demonstrate a positive and professional image at all times. 1-2 years of customer service and/or sales experience preferred. Military education or experience may be considered in lieu of civilian requirements. Additional Skills & Qualifications This position is at the Napa, CA Branch. The candidate would be greeting clients, completing transactions, etc. and working with the Branch VP. The hiring manager feels that this would be a great position for a recent college graduate. Experience Level Entry Leve Pay and Benefits The pay range for this position is $26.00 - $27.00/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 Napa,CA. Application Deadline This position is anticipated to close on Jul 24, 2025. 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.