Client Services Coordinator Job Description
Client Services Coordinator Duties & Responsibilities
To write an effective client services coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included client services coordinator job description templates that you can modify and use.
Sample responsibilities for this position include:
Client Services Coordinator Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Services Coordinator
List any licenses or certifications required by the position: ITIL, CII, EA, CPA, BLS, UL, CCNA, V3, CFP, OS
Education for Client Services Coordinator
Typically a job would require a certain level of education.
Employers hiring for the client services coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Real Estate, Education, Marketing, Business, Computer, Communication, Legal, Communications, Associates, Medical
Skills for Client Services Coordinator
Desired skills for client services coordinator include:
Desired experience for client services coordinator includes:
Client Services Coordinator Examples
Client Services Coordinator Job Description
- Track and monitor client engagement in Salesforce.com, application usage reports, and other profiling systems
- Extract data from a proprietary database and manipulate information into polished client facing reports
- Maintain Inventory management, Asset Management, and PC Refresh for all Supported Business Units
- Provide support and guidance to existing Metrostudy and REE members
- Create awareness of both company’s programs, offerings, and tools to encourage customer engagement and product usage in as many forms as possible
- Act as an account manager for all accounts assigned to your book of accounts
- Be a product expert on all Metrostudy and REE’s offerings and platforms
- Identify solutions to improve engagement within all accounts
- Assist on project management with large scale projects, coordinating delivery dates and acting as a liaison between REE sales channel and Metrostudy Regional Directors
- Provide administrative support to Senior Vice President of National Sales & National/Regional Account Manager
- CRM management experience
- Microsoft office suite - esp
- Mortgage product knowledge a plus
- A self-starter with strong communications (both written & verbal), interpersonal and problem solving skills
- Oversee Local Ticket Queue
- Minimum 2 years of experience in a related capacity, preferably supporting IT departments and workflows
Client Services Coordinator Job Description
- Assist with contact updates to proprietary client contact database across asset classes
- Work with Treasury team internally on wire-related requests and updates, including following up on missing wire transfers
- Assist with distribution of investment-related correspondence and official Firm correspondence to current clients
- Field ad hoc investment-specific questions through collaboration with other internal teams
- Assist with investor transfers of interest and name changes
- Oversee daily progress of client print ads for designated regional editions of Luxe
- Provide creative direction to advertisers while maintaining the integrity of the brand
- Manage reprints and sales
- Promote lead generation to sales teams for special projects and digital sales
- Primary role is development, implementation and execution of radio, digital and onsite promotions and initiatives for national clients
- Experience as a sales assistant / traffic coordinator a plus
- Salesforce knowledge beneficial
- Management and expertise of Sales and Broadcast systems
- Competency with Private Equity terminology and Alternative Asset classes
- Familiarity with and ability to learn all aspects of contact data maintenance and manipulation of database system
- Alternative Investment exposure
Client Services Coordinator Job Description
- Front-facing with myriad internal teams and external Client/Agency relationships
- Ensure each client meets their minimum benefits across the site, social, and newsletters
- Schedule out each client’s benefits across platforms, working with the site editor to provide social and main site content
- Manage all client reporting on a monthly, quarterly, and yearly basis
- Keep Sales Team advised on productFIND client issues/problems and resolutions
- Troubleshoots technical/design issues
- Produces a weekly products newsletter under the guidance of the site editor
- Prospect and cultivate leads into long-term clientele
- Provide support to the division staff with projects such as compiling and organizing player statistics, updating and maintaining recruitment materials
- Assist with various client service projects, including coordinating appearance, booking car services, coordinating shipping of materials, logistical support and other immediate client needs
- At least 1-2 years of experience in cable or broadcast sales/media planning (cable preferred)
- Prior media experience is strongly preferred, as is proficiency in Photoshop and InDesign
- Must have a minimum 1-2 years of media sales or buying experience with proven sales track record
- Working knowledge of how to read/build TV Media plans, Appian, Operative One, JIRA, Central Desktop, and ComScore a plus
- Experience with Broadway, Doubleclick, Auditude, Omniture, FreeWheel, and Ad Marvel
- Sales/media planning or buying experience at an agency/direct advertiser or publisher sales environment
Client Services Coordinator Job Description
- Assist team with research projects including researching potential endorsements, contact names, industry trends, or other market research projects
- Provide general administrative support to the division such as prepare, proofread and send correspondence, and organize files
- You will liaise with Senior Management, responding to requests and queries
- Identify opportunities to offer additional or
- Work within set timeframes and SLA’s
- Collate reports and Market Information for Senior Managers
- Assess the market to provide the best policies and benefits packages
- You will work towards gaining you CII certification in Life and Pensions CII
- Liaising with all departments (particularly Accounting, YouTube/UGC, Operations, Deliveries, ) to meet client needs
- Communicate and effectively negotiate and manage the delivery schedule and timeline for all assigned client deliverables and commitments
- Related Bachelor’s degree and 1+ year of relevant work experience
- Experience working on the business side of professional Basketball and a track record of establishing relationships in the industry preferred
- Web content update and database management software experience
- Demonstrated hands-on technology support is a plus
- Excellent and confident communication skills at all levels of seniority
- Experience conducting research using MLS, Costar, and the Internet is a plus
Client Services Coordinator Job Description
- Assist in the resolution of client questions, concerns and service issues, including undertaking appropriate efforts to identify appropriate resources that can provide information and perform efforts required to resolve any such questions, concerns, and service issues
- Work closely with other coordinators and the research teams to provide clients with timely coordination of analyst interactions
- Ensure that all analyst interaction sessions have been successfully completed and delivered to clients without incident
- Support inquiry, briefings, and client services projects
- You will work towards gaining you CII certification in Life and Pensions
- Responsible for the coordination and completion of client support in accomplishing program reporting, statement processing, data management, inventory management and performance analysis
- Responsible for development and documentation of processes and procedures associated with client and internal activities
- Participates in client and internal projects as necessary
- Responsible for providing back-up support to the Account Manager when applicable
- Provides technical support by updating and auditing servicing systems used for all product lines
- Familiar with the Los Angeles market and demographic breakout
- Coordinate content to create proposals, pitch presentations, tour packages for brokers from start to full completion
- Assist with property marketing campaigns/plans as it relates to Broker(s) listings
- Maintain calendars, records of correspondence, project management reports and client activity reports
- Review marketing material specifications and acts as 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
- Prepare market and property surveys