Client Services Coordinator
About The Position
The Client Services Coordinator supports plan sponsors and advisors at a growing financial technology organization in Scottsdale, Arizona. The role responds to incoming client calls and emails, resolves account and administrative issues, and coordinates with internal teams to provide timely, accurate service. The position involves managing service requests, setting expectations with clients, documenting interactions, helping resolve complaints, and sharing client feedback with product teams. The position follows a hybrid schedule: four days onsite and one day remote each week. Initial training is fully onsite, Monday through Friday, 9:00 AM to 6:00 PM. This is a four-month contract-to-hire opportunity with the potential to convert to a permanent position. The stated pay range is $24.00–$25.00 per hour.
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 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 a book of business consisting of plan sponsors and advisors with servicing and administrative needs.
- 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 to ensure timely resolution.
- Set clear expectations with clients regarding processes, timelines, and next steps.
- Partner with internal teams to research and resolve client satisfaction issues.
- Participate in scheduled client calls to provide plan updates and discuss outstanding issues.
- Document client interactions and account updates in internal systems.
- Support complaint resolution and escalate appropriate issues to management, Legal, or Compliance.
- Share client feedback and data-driven insights with product teams to 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 contributions available
- Voluntary Life and AD&D insurance for employees and dependents
- Short- and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time off/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
