Client Service Coordinator

Summary

Join Guidepoint's Client Service team as a Coordinator and oversee all administration within your client service team, scheduling telephone consultations, tracking projects, and qualifying experts. This is a 6-month contract position.

Requirements

• Some English language skills, especially reading and writing
• Strong proficiency with Microsoft Office
• Strong organizational skills with meticulous attention to detail
• Ability to prioritize and multi-task and to work under tight deadlines
• Proficient in the use of the internet for research
• Demonstrated ability to communicate effectively and persuasively, both verbally and textually
• Demonstrated ability to work both in a team atmosphere and autonomously
• A desire to work in a fast-paced entrepreneurial environment

Responsibilities

• Responsible for scheduling telephone consultations for client service teams
• Coordinate with advisors to obtain responses, availability and confirm telephone consultations
• Leave messages and follow up with Advisors to expedite scheduling projects
• Maintain an updated status of client telephone consultations
• Update Advisors’ profiles as needed
• Qualify Advisors via questionnaire to confirm if they are appropriate for consultations
• Follow multiple work streams to help Project Managers organize client requests and track progress on projects
• Assist with ad-hoc requests

Benefits

• Hybrid work environment, 1 day work from home
• Casual, ambitious and entrepreneurial work environment
• Central office location