Client Services Representative

Job Opportunity

Location: Hybrid – Phoenix, AZ (2800 N Central Ave, 1–2 days onsite per week) Duration: 6 months with Possibility for Extension

Job Title: Client Services Representative

We're looking for a Client Services Representative to manage a portfolio of TPA and Non-TPA clients, ensuring exceptional service delivery, retention, and business growth. This hybrid position offers the opportunity to collaborate in person in the Phoenix office while enjoying flexibility to work remotely most of the week.

Key Responsibilities

• Serve as the primary point of contact for assigned clients, managing communication, issue resolution, and retention.
• Understand client needs, document specifications, and provide customized solutions aligned with business goals.
• Collaborate with internal partners to deliver seamless service and identify cross-selling or growth opportunities.
• Coordinate with Client Development and SMEs to facilitate training, product enhancements, and API requests.
• Proactively anticipate client needs and address inquiries related to billing, pricing, and agreements.
• Conduct regular client meetings, provide updates, and ensure service standards are consistently met.
• Stay current with industry regulations and trends, ensuring compliance and best practices.
• Support product development through client feedback and ongoing engagement.

Qualifications

• Bachelor's degree or equivalent professional experience preferred.
• Minimum 3 years of experience in the financial industry, with at least 2 years in client relationship management.
• Retirement industry certification is a plus.

Core Competencies

• Strong communication (written and verbal) and client engagement skills.
• Excellent attention to detail and ability to multitask.
• High comfort level interacting with senior management.
• Proven problem-solving and process management abilities.
• Ability to work under tight deadlines with professionalism and accuracy.

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.