Client Services Coordinator (Capital Access)

TEKsystems•Saint Petersburg, FL

1d•$23 - $23•Hybrid

About The Position

We are seeking a service-oriented and detail-focused contractor to support daily operational processing and inbound phone coverage within the Capital Access team. This role is focused on forms processing, issue resolution, and direct support for financial advisors and clients. The ideal candidate is comfortable working in a fast-paced, high-volume environment, can balance phone responsibilities with processing work, and consistently demonstrates accuracy, professionalism, and strong customer service.

Requirements

Service-oriented and detail-focused.
Comfortable working in a fast-paced, high-volume environment.
Ability to balance phone responsibilities with processing work.
Consistently demonstrate accuracy, professionalism, and strong customer service.

Responsibilities

Handle inbound phone calls from financial advisors and internal partners, providing accurate and efficient support.
Process routine operational requests and transactions in accordance with established guidelines and service level expectations.
Review and update account-related information across multiple systems with a high level of accuracy.
Identify and escalate potential risks, discrepancies, or exceptions as appropriate.
Deliver a service-first experience in all interactions with advisors and clients.
Manage sensitive and confidential information with discretion.
Collaborate with team members and participate in required training, huddles, and team meetings.
Follow documented best practices and adapt to process updates as needed.