Job Description

Akkodis is seeking a Client Services Expert (Level III) for a Direct Hire opportunity in Lake Mary, FL (Onsite) . This role is ideal for professionals with strong financial services experience and relationship management skills who can handle high-value client interactions, resolve complex inquiries, and deliver exceptional client service in a fast-paced environment.

Pay Range: Competitive; compensation is negotiable based on experience, education, and other factors.

Job Title: Client Services Expert (Level III)

Job Type: Long term Contract

Location: Lake Mary, FL (Onsite – 4 days/week, 1 day WFH)

Work Schedule:

Monday – Friday within business hours (8:00 AM – 7:00 PM ET)

8-hour shifts (no significant overtime)

Rate Range: $20/hr - $30/hr on W2 ; The rate may be negotiable based on experience, education, geographic location, and other factors.

Job Description:

Act as the primary point of contact for high-value and complex client relationships within a financial services environment. You will be responsible for resolving advanced client inquiries, coordinating with internal teams, and ensuring a high level of client satisfaction through first-call resolution and timely follow-ups.

Core Responsibilities:

• Serve as the main contact for high-value, complex client relationships
• Handle advanced inquiries and coordinate resolutions across internal teams
• Deliver consistent first-call resolution and excellent client experience
• Manage approximately 20 client calls per day while maintaining quality standards
• Track and resolve cases using internal systems (e.g., Dynamics) until completion
• Ensure accuracy, timeliness, and professionalism in all client interactions

Specialized Areas (Preferred Experience in One or More):

• Retirement Services: IRAs, Roth IRAs, 401(k)s
• Mutual Funds & Investments: Alternative investments, corporate actions, custody

Performance Metrics:

• First-call resolution
• Net Promoter Score (NPS)
• Accuracy and quality of responses
• Call handling time and volume
• Follow-up timeliness

Training & Onboarding:

• First 30 days fully onsite
• Focus on systems, workflows, and escalation processes
• Expected to independently manage calls and emails within 30 days

Team Environment:

• Work within a large, structured client services organization
• Collaborate with 4–5 managers and 20+ teams
• Handle escalations and case tracking through internal systems

Required Qualifications:

• Prior experience in financial services (mandatory)
• Strong client relationship management and communication skills
• Ability to manage high-touch, complex client interactions
• Strong problem-solving and multitasking abilities
• Ability to work in a fast-paced, metrics-driven environment

Preferred Qualifications:

• SIE (Securities Industry Essentials) or other financial licenses (highly preferred)
• Experience with retirement products and investment services
• Familiarity with CRM/case management tools (e.g., Dynamics)

Compliance & Additional Information:

• No credit check required
• Must disclose personal trading activities and adhere to company policies
• Hiring will be conducted in phases (cohort-based onboarding)

Career Growth:

• Clear advancement path within Client Services (Level II → Level III → Leadership)
• Opportunities for internal mobility across business units
• Exposure to broader financial services operations and leadership tracks

For other opportunities available at Akkodis go to If you have questions about the position, please contact Nusba Afzal at 610-486-5746 or nusba.afzal@modis.com

Equal Opportunity Employer/Veterans/Disabled

Benefit offerings include medical, dental, vision, term life insurance, short-term disability insurance, additional voluntary benefits, commuter benefits, and a 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pays upon meeting eligibility criteria.

To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit

The Company will consider qualified applicants with arrest and conviction records.

Job Tags

Similar Jobs