Client Services Representative - Hybrid

TEKsystems•Upper Merion Township, PA

5d•$28 - $30•Hybrid

About The Position

We are seeking a highly motivated Employer Services Senior Associate to support plan sponsors and advisors by delivering exceptional client service. This role is ideal for someone who thrives in a fast‑paced environment, enjoys problem‑solving, and excels at building trust through clear, humanized communication. You will work cross‑functionally with internal teams to resolve issues, provide insights, and ensure a seamless client experience.

Requirements

Strong verbal and written communication skills
Prior experience in financial services customer service
Experience with retirement accounts or wealth management
Demonstrated problem‑solving and critical thinking abilities
Resilience, adaptability, and eagerness to learn
Ability to make quick, accurate decisions in a client-facing environment
Candidates must reside within commuting distance of either: Scottsdale, AZ (85258) or King of Prussia, PA (19406)

Responsibilities

Serve as the first point of contact for a high volume of inbound calls and emails, providing friendly, knowledgeable assistance.
Identify and resolve one‑touch tickets using available tools; escalate complex issues to management or Legal/Compliance when needed.
Support a book of business consisting of advisors and sponsors, ensuring servicing needs are met and administrative issues are addressed.
Help manage client expectations to prevent disconnects around processes and timelines.
Act as the liaison between clients and internal teams to drive resolution, feedback, and satisfaction.
Create tickets, document interactions, and update client accounts within internal systems.
Conduct timely follow‑up to maintain service excellence and adhere to internal and client-facing SLAs.
Share data-driven insights with product teams to support platform improvements.
Participate in scheduled client calls, provide plan updates, and host or moderate webinars to guide sponsors through registration and portal navigation.