Client Services Coordinator
About The Position
The Client Services Coordinator serves as a primary point of contact for clients, advisors, and plan sponsors, providing customer service and resolving account-related questions and support requests. The role supports retirement plan and account administration in a fast-paced financial services environment. The position is described as hybrid, with four days onsite and one day remote, in a corporate office; training is conducted onsite. The schedule is Monday through Friday, 9:00 AM to 6:00 PM. The posting describes the position as contract-to-hire and lists Scottsdale, Arizona in the role introduction, but later identifies King of Prussia, Pennsylvania as the position location.
Requirements
- Customer service experience.
- Call center experience.
- Strong communication skills.
- Administrative and data entry experience.
- Strong problem-solving abilities.
- Ability to multitask in a fast-paced environment.
- Strong attention to detail.
Nice To Haves
- Financial services experience.
- Banking experience.
- Insurance experience.
- Retirement plan experience.
- Bilingual Spanish.
Responsibilities
- Respond to inbound customer calls and emails.
- Resolve client questions and account-related issues.
- Create, update, and manage support tickets.
- Document customer interactions and account updates.
- Follow up to ensure timely issue resolution.
- Support retirement plan and account administration activities.
- Collaborate with internal teams to resolve client concerns.
- Escalate complex issues when appropriate.
- Maintain accurate records and perform data entry.
- Deliver a high level of customer service and professionalism.
Benefits
- Medical, dental, and vision coverage, subject to eligibility.
- Critical illness, accident, and hospital coverage, subject to eligibility.
- 401(k) retirement plan with pre-tax and Roth post-tax contributions, subject to eligibility.
- Voluntary life and AD&D insurance for the employee and dependents, subject to eligibility.
- Short- and long-term disability coverage, subject to eligibility.
- Health Spending Account (HSA), subject to eligibility.
- Transportation benefits, subject to eligibility.
- Employee Assistance Program, subject to eligibility.
- Time off/leave, including PTO, vacation, or sick leave, subject to eligibility.
- Career growth and advancement opportunities.
- Supportive team environment.
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
