Client Coordinator Job Description
Client Coordinator Duties & Responsibilities
To write an effective client coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included client coordinator job description templates that you can modify and use.
Sample responsibilities for this position include:
Client Coordinator Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Coordinator
List any licenses or certifications required by the position: CPR, ITIL, FPC, CPP, OS
Education for Client Coordinator
Typically a job would require a certain level of education.
Employers hiring for the client coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Acting, Education, Marketing, Real Estate, Business, Business/Administration, Advertising, Communication, Associates, Communications
Skills for Client Coordinator
Desired skills for client coordinator include:
Desired experience for client coordinator includes:
Client Coordinator Examples
Client Coordinator Job Description
- Provide support for broker portal and TRID hotline questions
- Manage broker recognition and surveys
- Create monthly usage reports for management
- Conduct courtesy calls once/month
- Collaborate with training on broker sessions/monthly calendar
- Back up for email marketing coordination (Sales Nexus)
- Provide 20% miscellaneous administrative support to TPO leadership team
- Provide detailed explanations of Metrosearch, Insight, Analytics and all Custom Services capabilities
- Create awareness of Metrostudy’s programs, offerings, and tools to encourage customer engagement and product usage in as many forms as possible
- Identify solutions to improve engagement within all accounts in the form of application usage, event attendance, use of other Metrostudy services
- Client-oriented approach/thinking
- Capable negotiator and mediator
- Operations and executive interactions
- Flexible and adaptable approach to work responsibilities, times and locations
- Service-oriented team worker, highly organized and able to work with little direction
- Advanced level of spoken and written English (additional languages advantageous)
Client Coordinator Job Description
- Answers telephones and directs callers to the appropriate associate or office
- Quick learner of real estate specific applications
- Answer incoming calls on print ad inquiries
- Documentation retention and uploading
- Assist with other related clerical duties such as data entry, filing, and photocopying
- Assist in the administration of company’s Property Information Floor Agent program
- Assist in monitoring and updating the lead monitoring systems
- Assists with the onboarding functions of sales associates
- Coordinate building-based special tenant events
- Basic understanding of rich media/in-steam ad functions
- Demonstrable ability to bring projects to a successful conclusion
- Effective client-facing communications skills with senior representatives
- Positive attitude and sincere willingness to constantly learn, grow, and adapt to change
- Self-motivated and ability to work independently and with urgency to complete tasks efficiently and quickly
- Able to stand or sit for long periods of time and ability to lift up to 30lbs
- Must be comfortable speaking with clients
Client Coordinator Job Description
- Audit large and unresponsive sites to ensure site was escalated properly
- Maintain client relations database in Salesforce
- Handles and responds promptly to inquiries from clients and/or anyone acting on behalf of the client regarding questions, report status, concerns, or general requests for information
- Utilizes appropriate systems and databases to enter client or examinee information and or retrieve information as needed
- Files and archives open and closed cases
- Verifies all client information is current in the database and all client specific guidelines and or rules or information is documented in the system
- Work independently and in partnership with other team members to ensure that questions are addressed, documented and cases are returned in a timely fashion
- Appropriately directs calls to other departments as needed
- Performs various clerical duties such as typing, filing, emailing, and proofreading as required
- When necessary, notifies management of any report issues or concerns
- Minimum 2-3 years project management or related experience
- Ability to work well in a self directed environment and use initiative
- 5+ years working as an executive assistant or in a high-level client support role preferred
- Bachelor’s degree in Marketing or Advertising with 1-2 years of relevant, job-related planning and coordination experience and/or training, OR equivalent combination of education and experience
- Demonstrated ability to drive initiative\(s\) forward
- The successful candidate will have at least 3-5 years of related administrative experience
Client Coordinator Job Description
- Drive social media communications for store
- Delivering best in class Customer Service, based on solid understanding of the customer
- Work to continuously to improve the processes for the customers internally and be visible to the organization
- Excellent communication and customer service skills enabling you to successfully contact clients to obtain missing information or answer queries
- Gather underwriting data
- Submit applications and underwriting data to insurance companies
- Process renewals
- Make sure the service we provide meets the deadlines agreed with our clients
- Work towards personal performance targets and business wide objectives
- Computer-based administrative duties
- Minimum 2 years of experience in employment training, economic support programs or case management
- Ability to plan, organize and manage multiple tasks in a fast paced environment
- Adapts easily to learning new systems
- Bachelor’s degree or equivalent education, training or work-related experience
- Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems
- Two years’ experience with supply ordering in a clinical laboratory environment
Client Coordinator Job Description
- Daily Fulfillments
- Assist with Renewals
- Premiums Updates
- Plan Building
- Discrepancy Resolving
- Experience in the oil & gas industry is preferred but not required
- Performs various clerical duties such as answering phones, data entry, processing of incoming medical records and imaging studies, filing, emailing, and proofreading as required
- Monitor turn-around times and inform technicians of approaching due dates
- Create new clients in the Laboratory Information Managemetn System (LIMS) and un-expire agreements
- Support development of RFP (Requests for Proposal) process assisting the planning team with media plans, utilizing the full scope of NYT ad products that strategically address the advertiser’s needs and campaign objectives for both print and digital
- Ability to understand clinical workflows and train new users
- Must be able to work overtime, weekends, holidays, and flexible hours when needed
- DDS EXPERIENCE
- Proficient in office software programs, including the Microsoft Office suite
- Familiarity with marketing and social media tools
- Knowledge of customer relationship management (CRM) systems, specifically Neoserra/Outreach Systems