Client Services Coordinator Job Description template and pdf with duties [2023]

Job summary 1

We are looking for a Client Services Coordinator to assist in the project management of integrated campaigns across multiple brands. In close partnership with the Manager, this position supports all elements of the campaign cycle; including SOW transitions & kick-off notes, management of end-to-end planning, providing weekly status updates, KPI monitoring, metric reporting needs, and assistance in check-in/wrap-up conversations. The ideal candidate is extremely detail-oriented, is effective in juggling multiple timelines and resource needs, and is skilled in navigating and motivating cross-functional teams in servicing campaign needs.

Duties & Responsibilities 1

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Requirements & Skills 1

Job summary 2

The Client Services Coordinator provides general administrative support to an office or group of sales professionals. Responsible for preparing proposals, presentations, and communication materials. Coordinates the distribution of internal and external marketing information.

Duties & Responsibilities 2

Gathers supporting documentation to complete voucher forms and process Brokers' commission payments while abiding by company accounting policies as well as local and national laws.
Maintains brand, product, office, and client messaging and consistency by applying templates to produce marketing materials including flyers, proposals, tour books, maps, floor plans, and qualification packages.
Reviews marketing material specifications and acts as a point of contact and liaison with centralized marketing, analysis, and research groups to coordinate the completion and submission of financial, marketing, and various client-specific property data to incorporate into customized property information packages.
Organizes the preparation and production of customized, client-specific property information packages in response to Requests for Information (RFIs) and Requests for Proposals (RFPs).
Coordinates complex on/offsite meetings and conferences. May schedule appointments, keep calendars and arrange travel itineraries and meeting room reservations.
Updates and maintains various information databases. Generates standard and ad hoc reports as required and assists with website updates (as needed).
- May coordinate advertising schedules and placement with the local centralized marketing group.
- Tracks collates and maintains an inventory of marketing materials.
- Other duties may be assigned.

Requirements & Skills 2

Job summary 3

The Client Services Coordinator manages and coordinates assigned client accounts to insure that deadlines are met. Ensures lines of communication internally and with clients are kept open. Processes incoming work and/or generates technical reports as efficiently as possible. Works according to policies and general objectives as defined by senior management.

Duties & Responsibilities 3

Communicate with Clients/Customers regarding testing inquiries both in written and verbal formats.
Coordinate with Clients/Customers for non-technical issues.
Use timely communication to facilitate the resolution of customer complaints and issues.
- Record all Customer interactions and maintain Customer Relations Contacts in web-based Customer Relationship Management (CRM) platform.
- Provide timely and high-level quality customer relations to both external and internal customers.
- Perform any ad hoc projects as required.

Requirements & Skills 3

Job summary 4

The Client Services Coordinator position is a multi-faceted role with an overarching focus: to help deliver high-value, game-changing results to our clients. On a day-to-day basis, this position collaborates with functional group team members across Finance, Sales, Engineering, and Product, as well as managing external vendor scope and delivery. This individual will provide structure and organization through a project’s life cycle and consistently deliver all software and research solutions specific to virtual content on time and within budget.

Duties & Responsibilities 4

Requirements & Skills 4

1-2 year’s professional experience delivering client-facing project work
Comfortable with SaaS software and other project management tools
Top-notch organizational skills and attention to detail
Dynamic communication and interpersonal skills, including the ability to effectively collaborate between different disciplines and personality types
Driven and tenacious with the ability to deliver multiple projects against competing deadlines
Can work independently and push through ambiguous situations
- An openness to coaching, ongoing feedback, and continual improvement
- An eagerness to contribute to a culture of camaraderie, recognition, and innovation
- An insatiable curiosity to proactively seek out novel solutions and learn new skills

Job summary 5

The primary duty of the Client Services Coordinator is to communicate directly with customers & carriers to coordinate incoming deliveries and outgoing shipments.

Duties & Responsibilities 5

Requirements & Skills 5

Job summary 6

Client Services Coordinator position including but not limited to: Client Concierge for coordinating and managing travel accommodations for both personal and professional travel, entertainment, and reservation requests, and all day-to-day needs.

Duties & Responsibilities 6

Administrative duties including Receiving inbound calls, Mail Management, and Proficiency in Microsoft Office.
- Consistently deliver an extraordinary customer experience by resolving client inquiries in a professional and timely manner.
- Sensitive to confidential and privileged client information.
- Assumes other duties and responsibilities as assigned.

Requirements & Skills 6

1-3 years of operational experience preferred
Proven exceptional customer service skills including demonstrated ability to take decisive action and quickly resolve customer issues, problem-solving, troubleshoot, and answering questions. Client advocate who goes above and beyond to create client delight.
Demonstrated ability to work in a fast-paced environment. Ability to multi-task and prioritize work with minimal oversight.
- Ability to work well within a team environment, yet comfortable completing tasks independently.
- Self-starter with the ability to be creative within a structured environment.
- Flexibility to work evenings, weekends, and holidays if needed.

Job summary 7

We seek a Client Services Coordinator. The ideal candidate will be organized and detail-oriented with excellent interpersonal, communication, problem-solving, and technology skills.

Duties & Responsibilities 7

Provide phone, email, and online meeting support to clients for onboarding and ongoing support (answer help calls, re-enable users, troubleshoot and document issues, and provide ad hoc and planned software training)
Consult with clients about renewal plans and upcoming service needs (and fees)
Manage and execute data input/transfer services, including client communications
Track client information and communications in the CRM system (Salesforce)
- Provide logistics support for client and prospect communications and resources, including webinars, white papers, user updates, product support, and reference tools
- Facilitate client needs for custom metrics and software customization or development
- Lead and support other projects supporting clients and prospects

Requirements & Skills 7

Organized, efficient, and attentive to detail
Ability to prioritize, execute, and manage multiple projects
Strong communication, interpersonal, collaboration, and teaching skills
Comfortable with technology
- Thirst to learn
- Experience and affinity for supporting client needs
- Self-directed and willing to take initiative

Job summary 8

The Client Services Coordinator provides program support, performs billing functions, and performs other administrative duties. This position requires independent project management around program support with minimal supervision.

Duties & Responsibilities 8

Provide an efficient and welcoming point of contact for personnel and all clientele at the front desk, by email and phone, as well as monitor the practice voicemail
- Perform billing duties: process charges in the EMR and charge client credit cards, monitor the billing voicemail and email for billing issues and assist clients, understand fees and corresponding fee structure for all programs and services
- In conjunction with management, implement and ensure compliance with HIPAA
- Assist the Director of Operations, Controller, and the Co-Founders on special projects as needed

Requirements & Skills 8

Excellent organization and time management skills
Ability to manage multiple tasks and prioritize in a fast-paced, quickly changing environment
Excellent written and verbal communication skills
High facility and proficiency in technology both equipment (ex: computers, AV) and software-based including Microsoft Office, Google, Zoom, and Apple platforms
Very strong interpersonal skills, ability to build relationships with staff members, vendors, patients, and other professionals
Has initiative, follow-through, and a strong work ethic
- Demonstrate proactive approaches to problem-solving with strong decision-making capability and the ability to think ahead
- Highly resourceful team player and the ability to work independently with minimal supervision
- Highest level of discretion and confidentiality

Job summary 9

The Client Services Coordinator will be responsible for functions related to Program Manager relationship management, audit services, and program analytics. The Client Services Coordinator will be responsible for maintaining a close working relationship with Program Manager to maintain compliant, operational transparency between the client and Client Services.

Duties & Responsibilities 9

Requirements & Skills 9

Job summary 10

We are looking for a Client Services Coordinator to join the team. The role will report to the Strategy & Client Services Manager and be responsible for helping to ensure the success of all performance marketing campaigns, as well as building the pipeline. A drive to deliver unparalleled customer service to prominent clients, along with an ability to scale our offerings, are must-haves for this role.

Duties & Responsibilities 10

Act as the technical point of contact for internal teams and clients.
Own back-end Facebook Ads Manager campaign setup process.
Understand performance metrics like ROAS, LTV, AOV, and CAC; and know how to optimize campaigns towards these metrics.
Assist in the coordination and delivery of assets for campaign needs. Review videos, images, and other media to ensure requirements are met.
Maintain dashboards, performance trackers, budgets, and all key reporting metrics in a timely and meticulous fashion for real-time assessments, internal reporting, and campaign wrap-up reports. Assist in campaign execution, acquisition process, and media buying.
- Analyze performance data to provide actionable insights to optimize ongoing strategies. Help support managing the pipeline and research marketplace to fortify strategic prospecting efforts.
- Communicate effectively with clients and find timely solutions to resolve issues and challenges.
- Ad ops tasks and/or other projects, as needed, relevant to business priorities.

Requirements & Skills 10

2+ years of experience.
Exceptional client relationship, project management, and verbal and written communication skills.
Proficient in Google Suite products, Keynote, as well as project management tools, such as Monday.
- Highly motivated self-starter who can work independently, as well as collaboratively, in a team environment.
- Proven ability to multi-task and manage multiple projects at once, while paying strict attention to detail.
- Experience working with international stakeholders is a plus.