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Client Services Coordinator
2 months ago
Overview:
Baker Tilly is a prominent advisory, tax, and assurance firm, offering clients a true coast-to-coast and global advantage in key regions of the U.S.
and in many of the world's leading financial hubs – New York, London, San Francisco, Los Angeles, Chicago, and Boston.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) deliver professional services through an alternative practice structure in compliance with the AICPA Code of Professional Conduct and relevant laws, regulations, and professional standards.
Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities offer tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, operating as Baker Tilly, are independent members of Baker Tilly International, a global network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state, or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees.
In order to be an authorized recruitment agency ('search firm') for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Responsibilities:
The Client Services Coordinator is accountable for delivering administrative and client service support on a variety of client benefits administration initiatives, such as:
1. Entering reimbursement account claim data into the benefits system
2. Assisting with participant email/ticket inquiries
3. Acting as an escalation contact for contact center agents
4. Analyzing participant claims submissions
5. Reviewing and resolving open participant cases
6. Coordinating enrollment and inquiries with client partners
Qualifications:
A successful candidate will possess 1-3 years of experience in customer service, data processing, human resources, or insurance-related fields.
Proficiency in MS Office programs, particularly Excel, Word, and Outlook, is essential.
Exceptional customer service skills are required, as the position will interact with consumers and external clients.
Strong organizational and communication abilities are critical for success in this role, as team members are expected to manage multiple priorities and work with a moderate amount of supervision while interfacing directly with clients.
A valid driver's license is required.
Additional Information:
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