Client Service Coordinator

Job type: Full Time - Direct Hire.

Location: 3131 Camino del Rio N, Ste 650, San Diego, CA 92108 (in-office full time for 6 months, then three or more days in office per week).

Role Summary:

TEAM Risk Management Strategies (www.teamemployer.com) is looking for a Client Services Coordinator to join and support our rapidly growing company. This role is responsible for assisting with the day-to-day account management across our client base of banks, trust companies, and financial institutions. This position will primarily provide support to the Client Services department with new client, account, and employee onboarding processes. In addition, this person will provide valuable assistance to the payroll department by supporting various administrative tasks. The ideal candidate will have clear communication skills, compassionate customer service, and strong attention to detail. This is an individual...

The Client Service Group coordinator is highly motivated and organized, collaborating with the Client Service Group to ensure the team's day-to-day operations and long-term plans are met and overseeing the workflow of the Client Service Department. Reporting to the Business Operations Manager, this unique position will be a liaison between the Client Services Department and other internal teams (marketing, operations, sales), providing communication and solutions that support company initiatives.

Our ideal candidate will possess strong organizational skills, the ability to prioritize and manage multiple tasks, and have experience or interest in training and educating teams/personnel.

Requirements

ESSENTIAL FUNCTIONS & SUPERVISORY RESPONSIBILITIES

• Identify opportunities for efficiency and improvements in the Client Service Group processes, client communication, client training, and client education.
• ...

*This position is worked fully in-office at our Denver Tech Center Mindful Therapy Group Office*

Who We Are:

Mindful Support Services is a mental health organization focused on business-to-business support for independent therapy and psychiatric private practices. For 12 years, we have been providing administrative and organizational services to simplify the processes of sourcing, marketing, and billing with patients and insurers. Our teams support over 1,500 mental health providers, and in turn over 16,000 patients per week across 12 locations and virtually via Telehealth.

We are a company dedicated to the complex mission of improving access to high quality mental healthcare in our community. We are driven by our tenets of respect, authenticity, collaboration, and perseverance and instill these qualities into everything we do.

About the Role:

The Client Services Coordinator, internally called...

About Us:

We are a well-established financial planning services company with four decades of experience. Our mission is to enable our financial planners to focus on their core expertise—guiding customers to secure their financial future—by alleviating them from administrative burdens. We operate in a fast-paced and professional environment and are dedicated to the development and success of our employees.

Job Description:

As a Client Services Coordinator, you will play a crucial role in supporting our financial advisors by coordinating a wide range of appointments and providing various administrative support. You will work closely with our advisors to ensure smooth operations and excellent service delivery to our expanding customer base. This role involves making outgoing calls to schedule appointments—no cold calling required.

Key Responsibilities:

• Coordinate and schedule appointments for financial advisors.
• Provide administrative...

At The Flood Law Firm, the work we do makes a difference. We protect people who have been harmed through no fault of their own. We go head-to-head against insurance companies and big corporations every day to fight for individuals. Every person on our team plays a key role in helping our clients receive the compensation they deserve to put their lives back together.

Are you someone who enjoys working in a fast-paced environment? Do you want to help people and feel like your work matters? Do you want to be a part of an amazing team of professionals who support each other? Do you want a career where you can grow professionally and personally?

The Flood Law Firm is looking for an administrative professional who will be responsible for giving the first impression of the firm, along with a broad variety of administrative tasks ranging from scanning, faxing, and organizing documents, and filing basic documents, with a heavy focus on answering client phone calls and greeting...

Essential job Functions/Core Duties

The Client Services Coordinator will provide full-time support to our Raleigh Estate Planning and Administration practice. Specific examples of typical duties include:

• Professional and friendly interaction with clients via phone, email and in person
• Screen incoming phone calls and respond as necessary
• Assist with clients as needed, including serving as witness and/or notary to document execution, scanning and processing client documents, preparing correspondence and filings, etc.
• Open, maintain and close client files (electronic and hard files); Create and maintain contacts and matters in practice management system
• Manage office administrative functions, including processing incoming and outgoing mail, maintaining inventory of office supplies, overall office organization, etc.
• Prepare and record deeds
• Document tasks and client interaction in practice management &...

Reporting to the Director, Client Service, this position is responsible for handling and resolving client queries. Requiring strong attention to detail, this role will also keep client accounts up to date and report any issues with records to management. Since this role involves interaction with our clients the ideal candidate will have strong interpersonal skills and be skilled in handling client issues promptly and with the client needs in mind.

Job Responsibilities

• Entry of client data into our platform, data entry will be a large component of the role
• Troubleshooting client issues and providing solutions
• Maintain client accounts
• Assisting Clients with navigating the platform
• Communicating clearly and thoroughly with internal and external departments
• Other projects and duties as assigned

*ADA Essential...

Financial Planning Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP® and located in Westport, Massachusetts.  Our firm has the ability to deliver a broad range of financial services to help solve the needs of clients and help accomplish their goals.

Summary

The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.

Essential Duties and Responsibilities

• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm

• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines

• Assist in client meeting preparation and...

The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.

• Supports Financial Advisor/Operations Director of a large book of business including handling all administrative functions for Financial Advisors and the firm
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines
• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
• Deposit...

The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills

• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the firm

• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

• Deposit checks received and maintain check blotter in adherence to compliance...