Client Services Coordinator- Bilingual

About the role

This position will work in a call center environment by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. Individuals will also work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues.

Responsibilities

• Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues
• Help manage client expectations to avoid any disconnects with process and timing standards
• Collaborate across all internal teams in order to resolve any client issues
• Identify and resolve system tickets at point of initial contact
• Share data-driven insights with product teams to improve platform and planning roadmap
• Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues
• Conduct appropriate and timely follow up to ensure the highest level of service
• Create tickets and provide follow-up as required
• Support the team with handling complaints, troubleshooting problems, providing solutions, and escalations as needed
• Document updates on client accounts

Qualifications

• Strong customer service and administrative skills
• Ability to problem solve and critically think
• Strong attention to detail
• Call center experience preferred
• Financial services experience preferred

Pay & Benefits

Pay range: $24.00 – $25.00/hr

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits available for this temporary role may include:

• 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, 4 days on-site, 1 day remote. Shift: 9am-6pm AZ time.

Workplace Type: This is a hybrid position in Scottsdale, AZ.

Contract-to-hire with full benefits and 401K option.