Client Service Coordinator

Summary

Join Guidepoint as a Client Service Coordinator and support Project Managers with daily tasks, ensuring seamless client-advisor communication. You will manage a high volume of emails and multiple projects, overseeing team administration, booking consultations, tracking projects, and qualifying experts. This remote position, ideal for East Coast time zones, requires strong organizational and communication skills. Guidepoint offers a competitive salary, bonus potential, comprehensive benefits, and professional development opportunities.

Requirements

• 1+ years of previous work experience dealing in a high call volume environment
• 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

Preferred Qualifications

Ability to work in the east coast time zone

Benefits

• 15 PTO days, 10 legal holidays, and sick days
• Comprehensive medical, dental, and vision plans
• Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off, and parental leave plans
• Commuter benefits and a corporate gym rate
• Development opportunities through the LinkedIn Learning platform
• Free snacks and beverages in the office
• Friday happy hour and “Summer Fridays”
• Year-round corporate athletic league
• Casual work environment, team building, and other social events
• Annual discretionary bonus based on performance