Client Services Coordinator

Job type: Full Time - Direct Hire.

Location: 3131 Camino del Rio N, Ste 650, San Diego, CA 92108 (in-office full time for 6 months, then three or more days in office per week).

Role Summary:

TEAM Risk Management Strategies (www.teamemployer.com) is looking for a Client Services Coordinator to join and support our rapidly growing company. This role is responsible for assisting with the day-to-day account management across our client base of banks, trust companies, and financial institutions. This position will primarily provide support to the Client Services department with new client, account, and employee onboarding processes. In addition, this person will provide valuable assistance to the payroll department by supporting various administrative tasks. The ideal candidate will have clear communication skills, compassionate customer service, and strong attention to detail. This is an individual contributor role reporting directly to the Director of Client Operations.

What you will do:

• Work flexibly across the different service teams to provide administrative assistance
• Assist with account and employee onboarding and offboarding processes
• Respond to internal account requests from Client Services and Payroll departments
• Respond to all external inquiries in a timely and solutions-based manner
• Generate Client Reports
• Create and maintain workflow documentation for Client Services department
• Coordinate client contact and invoicing updates
• Answer phones and assist caller or transfer as appropriate
• Provide coverage across the teams as needed
• Perform other duties as assigned in support of key business and department objective

What we are looking for:

• High school diploma or equivalent. Some college experience is preferred
• Proven passion for providing exceptional customer service
• Experience in the retail and/or food & beverage industry is a plus
• Minimum 1 year of customer service experience
• Strong analytical and problem-solving skills
• Excellent client service skills and professional demeanor
• High degree of organization and attention to detail
• Strong oral and written communication skills, particularly the ability to communicate to a wide range of audiences
• Ability to maintain confidentiality and exercise discretion
• Working knowledge of Microsoft Office (Word, Excel, and Outlook) and Google Workspace. Netsuite and Great Plains experience is not required, but preferred.

Company-sponsored medical, dental, and vision plan for employees and their dependents, 401(k) participation and match after 1 month of continuous service, wellness program, learning development program, life insurance, long-term disability coverage, charitable contribution matching, volunteer time off, and employee assistance program.  In addition to accrued vacation time and sick time, TEAM recognizes 12 paid federal holidays.  For team members based in the San Diego office, we provide daily catered meals, weekly massages, an onsite fitness center, a fully stocked pantry, happy hours, free parking, and much more.

Company Description:

TEAM Risk Management Strategies (www.teamemployer.com) is the national leader in the outsourced household employment market. Founded in 2003, we provide payroll, outsourced human resources, and risk management solutions, enabling individuals to choose and effectively manage their own in-home service providers. Beyond payroll and risk management, we specialize in fanatical customer service and partner with many of the nation’s largest blue-chip banks and financial institutions. 

We are a high-performing team pursuing aggressive growth targets.  We’re proud of our 93% client NPS, 15% organic revenue CAGR, and 99% revenue retention. We like to win, but we also have fun doing it: we have a close-knit family culture and keep things light with our regular team celebrations, games, and events. TEAM is also recognized as a winner of the San Diego Top Workplace award in 2022, 2023, and 2024. 

 Our Mission:

To bring peace of mind and simplicity to household employment.

Our Vision:

To be the top provider for household employment in the US.

Our Values:

• We care deeply. We act with kindness and a deep sense of responsibility towards our clients, our employees, each other, and all.  
• We are thoughtful and thorough. We think through unasked questions because we know that the small things matter. 
• We see challenges as opportunities. We approach adversity with optimism, and embrace even the toughest obstacles for the growth and wisdom they provide. 
• We hold the bar high. We want to be the very best at what we do, we hold ourselves and each other to a high standard, and we will run through walls to achieve our goals. 
• We serve with humility. There is no job too small. Great ideas can come from anyone. 
• We celebrate our success and each other. Knowing how hard we work on all the above, we recognize the importance of celebrating each other and our wins along the journey. 

This role is based in California. The California pay range for this position is $20.00-$23.00 per hour. Compensation is based on several factors including but not limited to the applicant’s skills, work experience, knowledge, abilities, education, etc. Note that this range may not apply to employees based outside of California.

Note:

TEAM Risk Management Strategies, LLC is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation, or any other protected characteristic under local, state, or federal law.