Remote Client Service Coordinator
Guidepoint
π΅ $50k
πRemote - United States
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Job highlights
Summary
Join Guidepoint as a Coordinator on the Client Service team and play a vital role in our success. As a Coordinator, you will oversee all administration within your client service team, booking client consultations, tracking projects for the team, and qualifying experts.
Requirements
- 1-3 years of previous work experience dealing in a high call volume environment
- Work authorization required
- Attention to detail and excellent follow-up skills required
- Strong aptitude for developing systems of organization
- Excellent time management skills and able to multi-task
- Ability to work as part of a team and independently
- Excellent sense of urgency and responsiveness
Responsibilities
- Responsible for scheduling bulk telephone consultations for client service teams
- Manage multiple client organization requests and respond within a timely manner
- Coordinate with advisors and clients to confirm telephone consultations
- Leave messages and follow up with Advisors to expedite scheduling projects
- Maintain an updated status of client telephone consultations
- 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
- 15 PTO Days, 10 legal holidays, and 5 sick days
- Comprehensive Medical, dental, and vision plans
- 10% 401(k) match, life insurance, paid time-off and parental leave plans
- Commuter benefits and a corporate gym rate
- Development opportunities through the LinkedIn Learning platform
- Friday happy hour, βSummer Fridaysβ, and free snacks
- Casual work environment, team building, and other social events
- Option to be full-time remote
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