Client Services Coordinator- Bilingual

Location: King of Prussia, PA - Corporate Office (4 days onsite, 1 day remote)

Start Date: September 14

This is a Contract to Hire position.

About The Role

We are seeking a Bilingual Client Services Coordinator (English/Spanish) to join our growing team. In this client-facing role, you will serve as a primary point of contact for plan sponsors, advisors, and other stakeholders, delivering exceptional customer service via phone and email. This position is ideal for someone who enjoys problem-solving, building relationships, and collaborating across departments to ensure a positive client experience.

Responsibilities

• Respond to incoming client calls and emails in a professional and timely manner.
• Support a book of business consisting of advisors and plan sponsors, assisting with servicing and administrative needs.
• Manage client expectations regarding processes, timelines, and service standards.
• Collaborate with internal teams to resolve client concerns and satisfaction issues.
• Troubleshoot and resolve system-related tickets at the point of first contact whenever possible.
• Create and manage service tickets, ensuring timely follow-up and resolution.
• Participate in client conference calls, providing plan updates and status reports.
• Document all client interactions and account updates within internal systems.
• Assist with complaint resolution, escalating complex issues to management, Legal, or Compliance as needed.
• Share client feedback and insights to support product and process improvements.

Qualifications

• Bilingual in English and Spanish required.
• Strong customer service and administrative skills.
• Excellent communication and relationship-building abilities.
• Strong problem-solving and critical-thinking skills.
• High attention to detail and organizational skills.
• Ability to thrive in a fast-paced, client-focused environment.
• Call center experience preferred.
• Financial services experience preferred.

Why Join Us?

• Opportunity to make a direct impact on the client experience.
• Collaborative team environment with cross-functional exposure.
• Hybrid work schedule with a mix of onsite and remote flexibility.
• Career growth opportunities within a dynamic and growing organization.

Pay

The pay range for this position is $24.00 - $25.00/hr.

Benefits

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Schedule

Monday-Friday, 11AM-8PM