Bilingual Client Services Coordinator (English/Spanish)
Location: Scottsdale, AZ
Schedule: Hybrid – 4 Days Onsite, 1 Day Remote
Hours: Monday–Friday, 8:00 AM–5:00 PM
Join a Growing FinTech Company Transforming the Savings Industry
Our client is an innovative financial technology company helping individuals save for life's most important goals, including retirement, education, and healthcare expenses. They are seeking a Bilingual Client Services Coordinator (English/Spanish) to join their Scottsdale team and deliver exceptional support to advisors, plan sponsors, and clients.
What You'll Do

+ Serve as a primary point of contact for clients, handling inbound calls and emails in both English and Spanish.

+ Support a portfolio of advisors and plan sponsors, ensuring servicing and administrative needs are met.

+ Troubleshoot client issues, resolve service requests, and manage support tickets from initial contact through resolution.

+ ...