We are seeking a dedicated and detail-oriented Client Services Coordinator with experience in client and administrative support. This role involves managing various organizational, administrative, communication, and leadership tasks to ensure high-quality service delivery and efficient plan management for our clients. The ideal candidate will possess strong communication skills, a proactive approach to client relations, and the ability to work collaboratively with both internal teams and third-party administrators.

Roles and Responsibilities:

Organization:

Ensure quality and relevant notes in Redtail and FirmPlus systems.
Coordinate client training on various administrative tasks.
Maintain File Management Philosophy to ensure all documents are accurately filed.
Monitor plan contributions, distributions, and profitability.
Administrative:


Follow up on all client inquiries in a timely and professional manner.
Provide guidance to participants via phone or email on distribution and rollover processes.
Field participant calls and email requests for on-demand support, including enrollment, distributions, loans, and eligibility questions.




EEO/AA Employer/Vet/Disabled.

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.