Client Services Coordinator
About The Position
The Client Services Coordinator supports plan sponsors and advisors at a growing financial technology organization in King of Prussia, Pennsylvania. The role involves responding to incoming client calls and emails, resolving account and administrative issues, and working with internal teams to provide timely and accurate support. It is a client-facing position in a fast-paced call center environment, with responsibility for clear communication, service-ticket follow-up, accurate documentation, and appropriate escalation of issues. The position follows a hybrid schedule of four days onsite and one day remote each week. Initial training is fully onsite, Monday through Friday from 9:00 AM to 6:00 PM. After training, the regular Monday-through-Friday shift is 11:00 AM to 8:00 PM. This is a four-month contract-to-hire opportunity with the potential to transition to a permanent position.
Requirements
- Strong customer service and administrative skills.
- Excellent written and verbal communication skills.
- Strong problem-solving and critical-thinking abilities.
- High attention to detail and the ability to manage multiple priorities.
- Comfort working in a fast-paced, client-facing environment.
Nice To Haves
- Call center experience.
- Financial services experience.
- Bachelor's degree.
- Bilingual Spanish skills.
Responsibilities
- Support plan sponsors and advisors with servicing and administrative needs across a book of business.
- Respond to incoming client calls and emails in a call center environment.
- Troubleshoot client questions and resolve service issues at the initial point of contact whenever possible.
- Create, manage, and follow up on service tickets through resolution.
- Communicate processes, timelines, and next steps clearly to clients.
- Partner with internal teams to research and resolve client concerns.
- Participate in scheduled client calls to provide plan updates and discuss outstanding issues.
- Document client interactions and account updates in internal systems.
- Assist with complaint resolution and escalate appropriate issues to management, Legal, or Compliance.
- Share client feedback and insights with internal teams to help improve the platform and client experience.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Critical illness, accident, and hospital coverage
- 401(k) retirement plan with pre-tax and Roth post-tax contribution options
- Voluntary life insurance and AD&D coverage for employees and dependents
- Short- and long-term disability coverage
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time off or leave, including PTO, vacation, or sick leave
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
