Client Services 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...

*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...

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 &...