Client Services Coordinator- Bilingual

TEKsystems•Scottsdale, AZ

1d•$24 - $25•Hybrid

About The Position

We are seeking a Bilingual Client Services Coordinator (English/Spanish) to join our growing team. In this client-facing role, you will serve as a primary point of contact for plan sponsors, advisors, and other stakeholders, delivering exceptional customer service via phone and email. This position is ideal for someone who enjoys problem-solving, building relationships, and collaborating across departments to ensure a positive client experience.

Requirements

Bilingual in English and Spanish required.
Strong customer service and administrative skills.
Excellent communication and relationship-building abilities.
Strong problem-solving and critical-thinking skills.
High attention to detail and organizational skills.
Ability to thrive in a fast-paced, client-focused environment.

Nice To Haves

Call center experience preferred.
Financial services experience preferred.

Responsibilities

Respond to incoming client calls and emails in a professional and timely manner.
Support a book of business consisting of advisors and plan sponsors, assisting with servicing and administrative needs.
Manage client expectations regarding processes, timelines, and service standards.
Collaborate with internal teams to resolve client concerns and satisfaction issues.
Troubleshoot and resolve system-related tickets at the point of first contact whenever possible.
Create and manage service tickets, ensuring timely follow-up and resolution.
Participate in client conference calls, providing plan updates and status reports.
Document all client interactions and account updates within internal systems.
Assist with complaint resolution, escalating complex issues to management, Legal, or Compliance as needed.
Share client feedback and insights to support product and process improvements.