Client Service Coordinator

Client Services Coordinator

Location: Hybrid - King of Prussia, PA

Pay: $24.00/hr - $25.00/hr (W2)

Work Environment: Corporate office environment

Schedule: Monday-Friday | Hybrid: 4 days onsite, 1 day remote

Training: 5 days onsite, 9:00am-6:00pm (same schedule as regular hours)

Duration: 4 month contract to hire

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

We are seeking a detail‑oriented, customer‑focused Client Services Coordinator to support incoming calls and emails from plan sponsors. This individual will provide frontline client support, resolve administrative and service issues, and collaborate cross‑functionally to ensure client satisfaction.

• Answer incoming calls and emails from plan sponsors
• Assist with a book of business to ensure sponsor servicing needs are met
• Manage client expectations regarding processes and timelines
• Conduct timely follow‑up to ensure high‑quality service
• Create system tickets and provide follow‑up as required
• Document all interactions in internal tools

• Identify and resolve service issues at the initial point of contact
• Troubleshoot complaints; elevate to Legal/Compliance as needed
• Participate in client calls to provide updates and status
• Coordinate with internal teams to resolve concerns

• Share data‑driven insights with product teams
• Support service workflows across internal departments
• Communicate risks and client satisfaction concerns to leadership

• Strong customer service and administrative skills
• Call center experience preferred
• Financial services experience preferred
• Strong attention to detail and problem‑solving ability
• Bilingual Spanish preferred
• Ability to critically think and multitask
• Experience with retirement plans or banking a plus

• Customer Service
• Administrative Skills
• Call Center
• Financial Services

• Retirement plans
• Data entry accuracy
• Client services background
• Banking or financial support experience

Hybrid – King of Prussia, PA

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.

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)

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

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.