Client Services Coordinator

Copilot said:

Client Services Coordinator

Start date: 9/14

King of Prussia, PA

Hybrid Schedule: 4 Days Onsite | 1 Day Remote

Monday-Friday, 9:00 AM - 6:00 PM

About the Company

Our client is a leading financial technology company transforming the way Americans save for retirement, education, and healthcare expenses. Their innovative platform supports over 350,000 businesses and nearly 1.5 million savers nationwide, helping individuals achieve their financial goals through modern, technology-driven solutions.

Position Overview

We are seeking a Client Services Coordinator to join a fast-paced customer support team in King of Prussia, PA. This role is ideal for someone with strong customer service, administrative, and problem-solving skills who enjoys helping clients and working collaboratively across departments. The position operates in a call center environment and serves as a key point of contact for plan sponsors and advisors, ensuring exceptional service and timely issue resolution.

Key Responsibilities

• Respond to incoming client calls and emails regarding account servicing and administrative inquiries.
• Support a portfolio of advisors and plan sponsors, ensuring their service needs are met.
• Troubleshoot issues and resolve client concerns at the first point of contact whenever possible.
• Create, manage, and follow up on service tickets to ensure timely resolution.
• Collaborate with internal departments to address client issues and improve the customer experience.
• Document all client interactions and account updates accurately within internal systems.
• Participate in client conference calls to provide status updates and communicate resolutions.
• Assist with complaint handling, problem resolution, and escalation to management or Compliance when necessary.
• Share client feedback and trends with internal teams to support product and service enhancements.
• Maintain a high level of professionalism and responsiveness while managing client expectations.

Qualifications

• Strong customer service and communication skills.
• Excellent administrative and organizational abilities.
• Ability to think critically, solve problems, and multitask in a fast-paced environment.
• High attention to detail and accuracy.
• Proficiency with computer systems and ticketing platforms.
• Call center experience preferred.
• Financial services, banking, or fintech experience preferred.

Why Apply?

• Join a growing fintech organization making a meaningful impact on financial wellness.
• Collaborative and supportive team environment.
• Opportunity to build experience within financial services and client relationship management.
• Hybrid work schedule with flexibility after training.

Apply today to become part of a team dedicated to delivering exceptional client experiences and helping people save for life's most important milestones.

This is a Contract to Hire position based out of King of Prussia, PA.

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

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

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 King of Prussia,PA.

This position is anticipated to close on Sep 5, 2026.

About TEKsystems

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.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.