Client Service Coordinator

Overview: 

The Client Service Coordinator plays a crucial role in supporting Project Managers with daily tasks, ensuring smooth communication between clients and advisors. This role requires managing a high volume of emails and multiple projects simultaneously while maintaining efficiency and attention to detail. Additionally, you will be overseeing all administration within your client service team. You will be booking client consultations, tracking projects for the team, and qualifying the experts.

This is a hybrid position out of our Phoenix office, requiring a minimum of one day per week in the office. This position will cover East Coast hours.

What You’ll Do: 

• Responsible for scheduling telephone consultations for client service teams


• Coordinate with advisors to obtain responses, availability and confirm telephone consultations


• Leave messages and follow up with Advisors to expedite scheduling projects


• Maintain an updated status of client telephone consultations


• Update Advisors’ profiles as needed


• Qualify Advisors via questionnaire to confirm if they are appropriate for consultations


• Follow multiple work streams to help Project Managers organize client requests and track progress on projects


• Assist with ad-hoc requests

What You Have: 

• 1+ years of previous work experience dealing in a high call volume environment


• Attention to detail and excellent follow-up skills required


• Strong aptitude for developing systems of organization


• Excellent time management skills and able to multi-task


• Ability to work as part of a team and independently


• Excellent sense of urgency and responsiveness

What We Offer: 

The annual base salary range for this position is $45,000 - $50,000. Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance.

You will also be eligible for the following benefits:

• 15 PTO days, 10 legal holidays, and sick days


• Comprehensive medical, dental, and vision plans


• Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off, and parental leave plans


• Commuter benefits and a corporate gym rate


• Development opportunities through the LinkedIn Learning platform


• Free snacks and beverages in the office


• Friday happy hour and “Summer Fridays”


• Year-round corporate athletic league


• Casual work environment, team building, and other social events

About Guidepoint: 

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. 

Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. 

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