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Job Summary
The Client Service Coordinator is responsible for working alongside Strategic Advisors to maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date. Strong communication skills are required as interactions with clients are done via phone/web meetings and emails. The Client Service Coordinator will actively engage with clients to understand their operational needs and will relay requests and recommendations to management. If client concerns are received, they will be documented and directed to the Client Service leadership team.
Essential Duties And Responsibilities
Note: The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended to be an exhaustive statement of duties. This position may perform all or most of the primary duties listed below. Specific tasks, responsibilities or competencies may be documented in the Team Member’s performance objectives as outlined by the Team Member’s immediate Leadership Team Member.
Job Description
The Client Service Coordinator plays a key role in supporting both internal and external clients by managing a high-volume email inbox, ensuring timely acknowledgment of incoming messages, and tracking follow-up actions and deliverables. This role works closely with Strategic Advisors to maintain strong client relationships by processing requests, resolving inquiries, and keeping client documentation current. The Client Service Coordinator will actively engage with clients and internal teams to understand operational needs, provide updates, and recommend improvements. Strong communication skills are essential, as interactions occur via email, phone, and web meetings. The ideal candidate is detail-oriented, adaptable, and comfortable working in a fast-paced environment.
Job Responsibilities
Skills
Education/Experience Required
Physical Demands
Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described. Regular eye-hand coordination and manual dexterity is required to operate office equipment. The ability to perform work at a computer terminal for 6-8 hours a day and function in an environment with constant interruptions is required. At times, Team Members are subject to sitting for prolonged periods. Infrequently, Team Member must be able to lift and move material weighing up to 20 lbs. Team Member may experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines.
A job description is only intended as a guideline and is only part of the Team Member’s function. The company has reviewed this job description to ensure that the essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
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