Client Services Coordinator

TEKsystems•Upper Merion Township, PA

3d•$24 - $25•Hybrid

About The Position

Our client is a financial technology company powering the new savings economy. Their platform redefines how people save for life’s most critical needs—retirement, education, healthcare, emergencies, and disability savings. They offer a broad range of products, including workplace retirement plans, employer‑sponsored student loan repayment benefits, and various savings accounts. Their technology supports a diverse group of partners and users, including financial advisors, employers, third‑party administrators, financial institutions, payroll providers, government agencies, and individual savers. Job Summary The Client Services Coordinator will work in a fast‑paced call center environment, serving as a key point of contact for plan sponsors and advisors. This role focuses on delivering high‑quality client support by answering inbound calls and emails, resolving issues using company policies and systems, and collaborating cross‑functionally to ensure timely and effective resolutions. Complex issues are escalated to management, Legal, or Compliance teams as needed.

Requirements

Strong customer service and administrative skills
Ability to problem‑solve and think critically in a fast‑paced environment
High attention to detail and strong organizational skills
Call center experience preferred
Financial services or fintech experience preferred
Bilingual Spanish preferred

Responsibilities

Support a book of business consisting of advisors and plan sponsors to ensure servicing needs are met
Assist with plan administration issues while managing client expectations around process and timing
Respond to incoming client calls and emails, resolving issues at the point of first contact whenever possible
Identify, create, and resolve system tickets, providing appropriate follow‑up and documentation
Collaborate with internal teams to resolve client satisfaction issues
Participate in scheduled client conference calls to provide plan status updates and remediation progress
Share data‑driven insights with product teams to help improve the platform and product roadmap
Conduct timely and thorough follow‑ups to ensure a high level of service
Document all client interactions and account updates within internal systems
Support complaint handling, troubleshooting, and solution delivery, escalating to Legal and Compliance when necessary