Bilingual Client Services Coordinator

TEKsystems•Scottsdale, AZ

7d•$24 - $25•Hybrid

About The Position

We are seeking a customer-focused Client Services Representative to join our growing team. In this role, you will serve as a primary point of contact for retirement plan sponsors and financial advisors, providing exceptional support through phone and email communication. This position is ideal for someone who enjoys problem-solving, building relationships, and delivering a high level of client service in a fast-paced, professional environment. You will collaborate with cross-functional teams to resolve client concerns, ensure service expectations are met, and contribute to an outstanding client experience.

Requirements

Strong customer service and administrative experience.
Excellent verbal and written communication skills.
Strong critical thinking and problem-solving abilities.
High attention to detail and organizational skills.
Ability to manage multiple priorities in a deadline-driven environment.
Proficiency with data entry and customer support systems.

Nice To Haves

Previous call center experience.
Experience within financial services, retirement plans, banking, or wealth management is a plus

Responsibilities

Serve as a trusted resource for retirement plan sponsors and advisors by responding to incoming calls and emails.
Manage and support a designated book of business, ensuring client servicing needs are addressed accurately and efficiently.
Troubleshoot client issues and resolve service requests at the first point of contact whenever possible.
Create, document, and manage service tickets while providing timely follow-up and status updates.
Partner with internal departments to investigate and resolve client concerns.
Help set and manage client expectations regarding processes, timelines, and service deliverables.
Participate in client conference calls to provide plan updates and communicate progress on issue resolution.
Document all client interactions accurately within company systems.
Escalate complex issues to management, Legal, or Compliance teams when appropriate.
Share client feedback and insights to help improve products, services, and the overall customer experience.