Client Service Coordinator

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, “Summer Fridays”, and free snacks
• Casual work environment, team building, and other social events
• Option to be full-time remote