Client Service Administrator

Post Date

May 06, 2025

Location

Phoenix,
Arizona

ZIP/Postal Code

85004
US
Jul 23, 2026 Insight Global

Job Type

Contract

Category

Customer Service

Req #

DSM-780600

Pay Rate

$15 - $19 (hourly estimate)

Job Description

Insight Global is hiring for a Client Service Administrator with a large financial services client in Phoenix, AZ and Fairfield, IA. This position does require to work onsite 5 days a week. The Client Service Administrator will assist in the below tasks:
Call scheduling (talking with up to 100 people a day)
o Making sure people are available to answer the phones
o Helping the transition team
o Will be able to take the call and give them the piece of mind that they're being taken care of
Entering call consultation notes in Compass as a campaign
Assist with staffing the phone loop - couldn't answer much beyond very basics, but the caller at least got a live person and could have an idea of roughly when their consultants meeting was over or such. Or our admin could sometimes catch them coming out of a meeting and go ahead and transfer over.
Monitor voicemail box and distro to make sure things weren't getting accidentally buried and overlooked, submitting things from this distro like TOA reimbursements

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here.

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Required Skills & Experience

Customer Service mindset (white glove service)
Can complete a 30-40 words per minute typing test
Experience taking inbound calls (doesn't have to be call center)
o Talk Desk or other phone software systems
Professional maturity, will be on external facing calls not just internal calls
Basic Understanding of Microsoft Suite (Excel, Outlook, Simple Functions)
Strong organization skills
Can pass a background check

Nice to Have Skills & Experience

Financial Industry experience
Enjoys being challenged

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.