Bilingual Client Services Coordinator

TEKsystems; United States; Hybrid; USD 68,770,000 - 71,635,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

PTO / Paid Time Off

Hybrid work model

Employee Assistance Program

Job summary

TEKsystems is hiring a Bilingual Client Services Representative (Retirement & Financial Services) in Scottsdale, AZ. You will be the primary contact for retirement plan sponsors and financial advisors, delivering exceptional service via phone and email.

The role emphasizes problem-solving, relationship-building, and accurate ticketing. You will collaborate with cross-functional teams, manage a book of business, and escalate complex issues to Legal or Compliance when needed. Bilingual required.

Qualifications

• Strong customer service experience with a focus on client satisfaction.
• Excellent verbal and written communication abilities.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Serve as a trusted resource for retirement plan sponsors and advisors by responding to calls and emails.
• Manage and support a designated book of business with accurate servicing.
• Troubleshoot client issues and resolve service requests at first contact when possible.
• Create and manage service tickets with timely follow-up and status updates.
• Partner with internal departments to investigate and resolve client concerns.
• Set and manage client expectations regarding processes and timelines.
• Participate in client conference calls to provide plan updates and progress on issues.
• Document all client interactions accurately in company systems.
• Escalate complex issues to management, Legal, or Compliance when needed.
• Share client feedback to improve products, services, and customer experience.

Skills

Customer service

Verbal communication

Written communication

Organizational skills

Multitasking

Data entry

Job description

NOW HIRING IN SCOTTSDALE, AZ!

Bilingual Client Services Representative (Retirement & Financial Services)

About the Role:

We are seeking a customer-focused Client Services Representative to join our growing team. In this role, you will serve as a primary point of contact for retirement plan sponsors and financial advisors, providing exceptional support through phone and email communication.

This position is ideal for someone who enjoys problem-solving, building relationships, and delivering a high level of client service in a fast-paced, professional environment. You will collaborate with cross-functional teams to resolve client concerns, ensure service expectations are met, and contribute to an outstanding client experience.

Key Responsibilities:

• Serve as a trusted resource for retirement plan sponsors and advisors by responding to incoming calls and emails.
• Manage and support a designated book of business, ensuring client servicing needs are addressed accurately and efficiently.
• Troubleshoot client issues and resolve service requests at the first point of contact whenever possible.
• Create, document, and manage service tickets while providing timely follow-up and status updates.
• Partner with internal departments to investigate and resolve client concerns.
• Help set and manage client expectations regarding processes, timelines, and service deliverables.
• Participate in client conference calls to provide plan updates and communicate progress on issue resolution.
• Document all client interactions accurately within company systems.
• Escalate complex issues to management, Legal, or Compliance teams when appropriate.
• Share client feedback and insights to help improve products, services, and the overall customer experience.

What We're Looking For:

• Strong customer service and administrative experience.
• Excellent verbal and written communication skills.
• Strong critical thinking and problem-solving abilities.
• High attention to detail and organizational skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Proficiency with data entry and customer support systems.

Preferred Qualifications:

• Previous call center experience.
• Experience within financial services, retirement plans, banking, or wealth management is a plus

Job Type & Location

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

Pay and Benefits

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 jobclassification and length of employment. Benefits are subject to change and may besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable for this temporary role may include the following:Medical, dental & visionCritical Illness, Accident, and Hospital401(k) Retirement Plan Pre-tax and Roth post-tax contributions availableLife Insurance (Voluntary Life & AD&D for the employee and dependents)Short and long-term disabilityHealth Spending Account (HSA)Transportation benefitsEmployee Assistance ProgramTime Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Scottsdale,AZ.

Application Deadline

This position is anticipated to close on Oct 16, 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

Were 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. Were 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. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were 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.