Client Services Coordinator

Client Services Coordinator

Location: Phoenix, AZ

Work Model:

• Fully Remote until the Phoenix office opens in Q2
• Hybrid (4 days onsite / 1 day remote) once the office opens

Schedule:

• Training: Monday–Friday, 8:00 AM – 5:00 PM or 9:00 AM – 6:00 PM (fully remote)
• Post‑Training: Monday–Friday, 8:00 AM – 5:00 PM or 9:00 AM – 6:00 PM

About the Company

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. More complex issues are escalated to management, Legal, or Compliance teams as needed.

Key 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

Qualifications & Skills

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

Work Environment

• Corporate office setting once the Phoenix location opens
• Monday–Friday schedule
• Fully remote initially; transition to a 4:1 hybrid schedule after office opening

Job Type & Location

This is a Contract to Hire position based out of Phoenix, AZ.

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

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)

This is a hybrid position in Phoenix,AZ.

This position is anticipated to close on Mar 9, 2026.

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.