Hybrid Client Services Specialist – Retirement Plans

TEKsystems; Scottsdale (AZ); Hybrid; USD 33,000 - 34,000; Full time

Benefits offered by this job

Medical

Dental & vision

401(k) Retirement Plan

Pre-tax and Roth post-tax

Life Insurance

Short and long-term disability

Health Spending Account

Transportation benefits

Employee Assistance Program

Time Off/Leave

Job summary

TEKsystems in Scottsdale, AZ is seeking a proactive, customer-focused professional to join our call center team supporting plan sponsors and advisors. You will handle incoming emails and calls, apply policies, and escalate when needed to ensure timely resolutions.

This hybrid contract-to-hire role emphasizes cross-functional collaboration, data entry accuracy, and issue resolution across internal teams. The position pays $24.00–$25.00 per hour and offers benefits eligibility consistent with

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.
• Bilingual Spanish preferred.

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 our product teams to improve our platform and planning roadmap.
• Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues.
• Conducting appropriate and timely follow up to ensure the highest level of service.
• Creating tickets and providing follow-up as required.
• Support the team with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team when needed.
• Posting interaction within our tooling to document updates to client accounts.

Skills

Customer service

Call center

retirement plans

data entry

financial services

customer experience

banking

client services

Job description

TEKsystems in Scottsdale, AZ is seeking a proactive, customer-focused professional to join our call center team supporting plan sponsors and advisors. You will handle incoming emails and calls, apply policies, and escalate when needed to ensure timely resolutions.

This hybrid contract-to-hire role emphasizes cross-functional collaboration, data entry accuracy, and issue resolution across internal teams. The position pays $24.00–$25.00 per hour and offers benefits eligibility consistent with