Financial Services Escalations Specialist

Financial Services Escalations Specialist

• Hybrid | Shoreview, MN
• 12-Month Contract
• $25.00/Hour

About the Role

We are seeking experienced financial services professionals to join a Customer Complaint Resolution team focused on handling complex, escalated customer concerns. In this role, you will take ownership of customer complaints from investigation through final resolution, ensuring regulatory compliance while providing exceptional customer service.

This position is ideal for individuals who have strong financial services experience, enjoy problem-solving, and can successfully manage sensitive customer situations with professionalism and empathy.

Key Responsibilities

• Investigate and resolve escalated customer complaints involving financial products and services.
• Communicate directly with customers to gather information and provide case updates.
• Research issues across multiple systems and partner with internal departments to drive resolution.
• Review complaints for regulatory and non-regulatory risks and apply appropriate case classifications.
• Document case activity thoroughly within case management systems.
• Manage multiple active cases simultaneously while meeting established deadlines.
• Handle high-level customer escalations and effectively de-escalate difficult situations.
• Follow established policies, procedures, and compliance requirements.

QualificationsRequired

• 4+ years of customer-facing experience within a financial services environment.
• Experience in one or more of the following areas:
  • Senior Customer Service
  • Loan Processing
  • Mortgage Processing
  • Underwriting
  • Quality Assurance
  • Research
  • Other comparable financial services roles
• Strong verbal and written communication skills.
• Ability to investigate issues, analyze information, and make sound decisions.
• Strong organizational and time-management skills.

Technical Skills

• Microsoft Word
• Microsoft Outlook
• Microsoft Excel
• Microsoft Teams
• Ability to navigate multiple systems simultaneously

Preferred Experience

• Complaint resolution
• Escalations management
• Financial services operations
• Customer support
• Risk or compliance-related work

What Makes Someone Successful

• Excellent de-escalation and conflict-resolution skills.
• Strong attention to detail and documentation accuracy.
• Ability to manage a pipeline of cases in various stages of resolution.
• Comfort working independently and making decisions within established guidelines.
• Ability to adapt quickly to new systems and processes.

Work EnvironmentTraining Period

• First 30-60 days onsite
• Monday-Friday, 8:00 AM-5:00 PM

After Training

• Hybrid schedule: alternating weeks onsite and remote
• Monday-Friday, 8:00 AM-5:00 PM

Remote Work Requirements

Candidates must have:

• High-speed internet service
• Ability to connect through an Ethernet cable
• A quiet, dedicated workspace
• Secure storage for company equipment

Why Consider This Opportunity?

This role offers the opportunity to develop expertise in complaint investigations, customer advocacy, and financial services operations while working in a collaborative environment. High-performing professionals may have future opportunities for long-term career growth based on business needs and performance.

#centralpriority26

Job Type & Location

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

Pay and Benefits

The pay range for this position is $25.00 - $25.00/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 Shoreview,MN.

Application Deadline

This position is anticipated to close on Aug 13, 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.