New

Account Services - Fixed New Business

TEKsystems
$20.00 - $23.00 / hr
life insurance, sick time, 401(k), retirement plan

Jul 10, 2026
We are partnering with a leading financial institution in Golden Valley, MN, that is actively expanding its team due to increased business volume and application activity. This is an excellent opportunity for professionals with financial services, operations, processing, or customer service experience who enjoy working in a fast-paced, detail-oriented environment. Work Schedule * Training: On-site for a minimum of 4 weeks * Post-Training: Hybrid schedule (3 days in office, 2 days remote) * Training duration may be extended based on business needs and knowledge retention. * Target start date: July 20 (subject to onboarding timelines) Position Overview As part of the New Business Annuity Operations Team, you will support the processing of fixed annuity applications submitted by Financial Advisors and Financial Professionals. Your role will be critical in ensuring applications are reviewed accurately, processed efficiently, and placed in force as quickly as possible. This position combines operational processing responsibilities with professional relationship management. While there is no direct customer interaction, you will regularly communicate with Financial Advisors, Financial Professionals, Broker Dealers, FMOs, and internal business partners to resolve issues and move applications through the approval process. Key Responsibilities * Review and process new annuity applications for accuracy and completeness * Identify and resolve missing information, discrepancies, or processing issues * Follow established standard operating procedures and compliance requirements * Communicate with Financial Advisors and other business partners primarily through email and phone * Research and investigate complex application issues * Partner with internal teams to improve workflow efficiency and turnaround times * Maintain a high level of quality, accuracy, and productivity Typical Workload * Process up to 50 routine transactions daily * Handle approximately 20 complex transactions daily that require additional research and investigation * Balance productivity goals with a strong commitment to quality and accuracy Ideal Candidate We are seeking candidates who are comfortable building professional relationships and are confident communicating by phone when needed. The ideal candidate enjoys problem-solving, thrives in a structured environment, and takes ownership of seeing issues through to resolution. Intermediate Level Job Type & LocationThis is a Contract position based out of Golden Valley, MN. Pay and BenefitsThe 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 TypeThis is a hybrid position in Golden Valley,MN. Application DeadlineThis 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.