Client Services Coordinator

TEKsystems•Upper Merion Township, PA

10d•$24 - $25•Hybrid

About The Position

We are seeking a Client Services Coordinator to join a fast-paced customer support team in King of Prussia, PA. This role is ideal for someone with strong customer service, administrative, and problem-solving skills who enjoys helping clients and working collaboratively across departments. The position operates in a call center environment and serves as a key point of contact for plan sponsors and advisors, ensuring exceptional service and timely issue resolution.

Requirements

Strong customer service and communication skills.
Excellent administrative and organizational abilities.
Ability to think critically, solve problems, and multitask in a fast-paced environment.
High attention to detail and accuracy.
Proficiency with computer systems and ticketing platforms.
Call center experience preferred.
Financial services, banking, or fintech experience preferred.

Responsibilities

Respond to incoming client calls and emails regarding account servicing and administrative inquiries.
Support a portfolio of advisors and plan sponsors, ensuring their service needs are met.
Troubleshoot issues and resolve client concerns at the first point of contact whenever possible.
Create, manage, and follow up on service tickets to ensure timely resolution.
Collaborate with internal departments to address client issues and improve the customer experience.
Document all client interactions and account updates accurately within internal systems.
Participate in client conference calls to provide status updates and communicate resolutions.
Assist with complaint handling, problem resolution, and escalation to management or Compliance when necessary.
Share client feedback and trends with internal teams to support product and service enhancements.
Maintain a high level of professionalism and responsiveness while managing client expectations.