Published: July 16, 2024 - The Client Service Coordinator manages key account activities, including weekly meeting arrangements and reporting, while representing customer perspectives internally. This role involves processing and tracking customer orders, handling change requests, and supporting commercial launches by coordinating with Planning and Operations to meet product demands. Additionally, the coordinator addresses customer feedback and resolves service issues by collaborating with Amerilab teams and various internal groups to ensure a high rate of on-time shipments.
Tips for Client Service Coordinator Skills and Responsibilities on a Resume
1. Client Service Coordinator, ABC Corporation, Los Angeles, CA
Job Summary:
- Support Account Director on all projects and client work
- Participate in internal/external conference calls to maintain detailed account status and corresponding status documents to ensure all appropriate project tasks and deadlines are being met
- Track project timelines using WRIKE as the agency project management tool
- Maintain order and organization of all client work
- Produce clear and concise written correspondence in the form of emails, documents, and presentations
- Develop strong relationships with day-to-day clients, while maintaining a high level of in-person visibility (where applicable)
- Initiate solutions and identify opportunities
- Subject Matter Expert for clients’ business and industry
- Actively work to increase knowledge of the sports and entertainment industry to provide thought leadership and strategic vision for client and client deliverables
- Interact with various business partners to communicate relevant information
- Handle client escalations, and provide operational support to clients and internal teams
- Plan and manage meetings by identifying, assembling, and coordinating requirements, developing schedules and assignments, and capturing meeting notes and action plans
Skills on Resume:
- Project Management (Hard Skills)
- Organization and Attention to Detail (Hard Skills)
- Communication Skills (Hard Skills)
- Client Relationship Management (Soft Skills)
- Industry Knowledge (Hard Skills)
- Problem-Solving and Initiative (Soft Skills)
- Meeting Planning and Management (Hard Skills)
- Collaboration and Interpersonal Skills (Soft Skills)
2. Client Service Coordinator, XYZ Solutions, Chicago, IL
Job Summary:
- Provide regular reporting of key account activities
- Assist with preparing and managing weekly meeting itineraries and minutes
- Represent the voice of the customer to provide input to the internal organization
- Receive customer orders and associated requests, enter/validate, and track through internal systems and tool
- Assist with facilitating customer change requests, specific to product components such as artwork, packaging, and raw materials
- Support commercial launch timelines and actions transitioned from the Development Team
- Partner with the Planning and Operations team to ensure product quantity and date availability meet customer needs
- Communicate to all impacted Partners when issues or delays arise and strive to resolve issues immediately
- Work with cross-functional groups to create an environment that supports the delivery of quality customer service to both internal and external customers
- Receive customer feedback, including complaints and issues, and assist with investigating and helping to resolve customer satisfaction issues, interfacing with Supply Chain, Quality, Manufacturing and/or other internal team members
- Work Collaboratively with the Amerilab teams to achieve an on-time shipment goal of 95%
Skills on Resume:
- Reporting Skills (Hard Skills)
- Meeting Management (Hard Skills)
- Customer Advocacy (Soft Skills)
- Order Management (Hard Skills)
- Change Management (Hard Skills)
- Project Coordination (Hard Skills)
- Supply Chain Coordination (Hard Skills)
- Issue Resolution (Soft Skills)
3. Client Service Coordinator, Efficient Services Ltd, Houston, TX
Job Summary:
- Act as the single point of contact for consultant onboarding and timekeeping
- Create a valued client experience by acting as a single POC through the onboarding process and first month of assignment
- Complete welcome calls and exit interviews
- Ensure the consultant is set up to submit time and expenses and does so correctly every week
- Work with Payroll, client and consultant to correct timecards/expenses regularly to ensure accurate billing
- Work with Payroll to support time and expense review and with Accounting to ensure accuracy in billing
- Coordinate asset return by working closely with the consultant and IT
- Assist with reporting for assigned accounts
- Proactively check in with consultants and act as an additional POC to recruiters to maintain high standards of contractor care across all markets
- Use social media as a branding tool including LinkedIn, Twitter, Facebook, and diversity-oriented sites and blogs
- Work with Operations (HR, Payroll, IT) to confirm background completions and other back-office items
Skills on Resume:
- Client Relationship Management (Soft Skills)
- Onboarding and Orientation (Hard Skills)
- Time and Expense Management (Hard Skills)
- Billing Accuracy (Hard Skills)
- Asset Coordination (Hard Skills)
- Reporting and Documentation (Hard Skills)
- Consultant Support and Communication (Soft Skills)
- Social Media and Branding (Hard Skills)
4. Client Service Coordinator, Prime Assist Co., Phoenix, AZ
Job Summary:
- Marketing, administrative, organizational, and staffing support for firm’s national client seminars and other firm programs and events.
- Marketing, administrative, organizational, and technical support to the Chief Client Services Officer and other department leaders on operational matters and special projects.
- Marketing, administrative, organizational, and technical support to client-facing firm ancillary products and services, such as Ogletree Deakins Learning Solutions and OD Comply.
- Marketing, administrative, organizational, and technical support on firm webinars, podcasts, and other client-facing presentations and training.
- Communicate heavily with Client Services Department members, firm attorneys, and others within the firm.
- Communicate, coordinate, and troubleshoot issues with clients, event attendees, and vendors
- Prepare and edit reports and surveys in Word, Excel, Smartsheet, and other platforms for gathering data and reporting to stakeholders.
- Assist with data entry, presentations, and organization of information for meetings, events, products, and projects.
- Participate in Client Services meetings and other meetings.
- Provide other support for attorneys and the Client Services Department
- Effectively manage the sales process including pipeline management
Skills on Resume:
- Event Management and Coordination (Hard Skills)
- Marketing Support (Hard Skills)
- Administrative Skills (Hard Skills)
- Technical Proficiency (Hard Skills)
- Client Communication (Soft Skills)
- Organizational Skills (Soft Skills)
- Team Collaboration (Soft Skills)
- Sales Process Management (Hard Skills)
5. Client Service Coordinator, Beacon Supportive, Philadelphia, PA
Job Summary:
- Communicate with Sales, Design, Project Management and vendors regarding order details
- Input information into CORE and generate accurate purchase orders
- Review orders to ensure information is accurate and complete
- Meet regularly with assigned Sales team members to review their backlog report
- Provide status updates to provide accurate and timely information in support of project success
- Ensure that orders are processed by policies regarding sign-off/approval
- Input orders for punch list and warranty work and follow-up
- Initiate research of issues and implement corrective action
- Maintain files in an organized manner and consistent with the prescribed format
- Liaise with the Directors’ Executive Assistants to co-ordinate diaries
- Provide outstanding customer service including customer relationship management and client retention
Skills on Resume:
- Communication Skills (Soft Skills)
- Order Management (Hard Skills)
- Order Review (Hard Skills)
- Sales Team Collaboration (Soft Skills)
- Status Updates (Hard Skills)
- Compliance and Policy Adherence (Hard Skills)
- Issue Resolution (Hard Skills)
- Organizational Skills (Hard Skills)
- Outstanding Customer Service (Soft Skills)
6. Client Service Coordinator, Harmony Relations, San Antonio, TX
Job Summary:
- Prepare, track and organize signature pages daily
- Prepare and compile corporate advisory attorney and paralegal documents
- Coordinate notarization and apostille process
- Assist with corporate documents and qualification of corporations to do business in foreign jurisdictions
- Establish, maintain and organize the tracking system for all signature requests and client follow-ups
- Assist with legal administrative work and projects by the Paralegal/Associate
- Interact with client signatories and/or assistants virtually and in person
- Assist with legalization, authentication and apostille process for documents at the State Department and various embassies
- Travel to and from the institutional client’s office to obtain signature pages
- Coordinate daily requests for messenger delivery and special mailings via Federal Express
- Manage the deliverables of the business launch
- Manage projects with the ability to juggle multiple priorities
Skills on Resume:
- Document Preparation and Compilation (Hard Skills)
- Organizational Skills (Soft Skills)
- Legal Support (Hard Skills)
- Coordination of Legal Processes (Hard Skills)
- Client Interaction (Soft Skills)
- Logistics Management (Hard Skills)
- Travel Coordination (Hard Skills)
- Project Management (Soft Skills)
7. Client Service Coordinator, Client Aid Group, San Diego, CA
Job Summary:
- Apply strategy by adapting the CS global policy for the market and the service management to local specificities.
- Implement and coordinate the International Service Policy (price policy, use of marketing elements such as prices books, leaflets, etc.…).
- Implement the Client Service respecting the service Savoir-faire of the Maison
- Implement projects and services to improve repair service flow and process from according to Cartier standards.
- Lead and coordinate Cartier-specific CS topics
- Propose and take part in all project development regarding Service
- Independently and proactively follow up on open items such as unanswered questions sent to clients
- Proactively maintain familiarity with all duties of CSS Representatives and workflows affecting CSS
- Participate in knowledge-share and documentation of procedures
- Attend and participate in department meetings
- Maintain professionalism in communication and presentation at all times
- Follow established SOPs and complete tasks on deadlines
Skills on Resume:
- Adaptation of Global Strategy (Hard Skills)
- Implementation of International Service Policy (Hard Skills)
- Service Savoir-faire (Hard Skills)
- Project Management for Service Improvement (Hard Skills)
- Leadership in Customer Service Topics (Hard Skills)
- Project Development and Participation (Hard Skills)
- Proactive Client Follow-up (Soft Skills)
- Knowledge Management and Process Documentation (Soft Skills)
8. Client Service Coordinator, Nexus Client Care, Dallas, TX
Job Summary:
- Communicate extensively with customers, managers, and staff in all departments at VITAC via phone and email
- Coordinate and schedule projects across all service lines including Offline captioning and subtitling, real-time captioning, multi-language services, encoding, transcription, and audio description
- Answer questions for internal and external contacts, sometimes after investigating, coordinating with the appropriate teams, escalating, and composing and communicating responses
- Read emails, identify action items, and proactively self-assign tasks
- Answer calls to the team hotline and individual extensions and monitor voicemail and return calls
- Identify action items, prioritize tasks, and quickly respond to customer inquiries
- Use proprietary software to create jobs in scheduling systems across all service lines
- Accurately schedule live captioning sessions per client requests, providing information quickly to the appropriate internal departments
- Create and maintain customer rate cards
- Generate and deliver production reports for customers and internal departments
- Review records for accuracy, and create and submit reports for invoicing
- Investigate invoice questions, coordinating and reviewing with other departments
Skills on Resume:
- Effective Communication (Soft Skills)
- Project Coordination (Hard Skills)
- Problem Solving and Decision Making (Hard Skills)
- Task Management (Hard Skills)
- Customer Service Orientation (Soft Skills)
- Software Proficiency (Hard Skills)
- Reporting and Documentation (Hard Skills)
- Attention to Detail (Soft Skills)
9. Client Service Coordinator, Outreach Success Services, San Jose, CA
Job Summary:
- Interact with various business partners to communicate relevant information.
- Provide operational support to clients and internal teams.
- Handle client escalations and coordinate travel and onsite meeting information.
- Assemble PDF files for a board meeting and posting to the web page.
- Manage annual meetings related to smaller accounts.
- Some data entry/processing pertains to specific accounts.
- Maintenance of routine jobs – administrative tasks.
- Confidently conduct warm sales calls to dentist
- Manage member onboarding and professional events
- Provide general administration and account reconciliation
- Create orders with accurate pricing
- Confirm and resolve any discrepancies between manufacturers’ acknowledgment and purchase orders (e.g., model numbers, pricing, quantity, descriptions and discounting)
Skills on Resume:
- Operational Support (Hard Skills)
- Client Escalation Handling (Hard Skills)
- Meeting Coordination (Hard Skills)
- Event Management (Hard Skills)
- Data Entry and Processing (Hard Skills)
- Administrative Tasks (Hard Skills)
- Sales Skills (Warm Calls) (Soft Skills)
10. Client Service Coordinator, Global Client Solutions, Austin, TX
Job Summary:
- Schedule, organize, and route works for optimum efficiency, and manage incoming phone calls.
- Generate, manage, and follow up on inbound lead sources.
- Acquire new clients and generate revenue by offering solutions and closing business over the phone.
- Prepare and manage client accounts with accurate data, contact information, updates, and activities.
- Provide first-person problem resolution for external and internal clients.
- Deliver first-class customer service while interacting with various co-workers, clients and vendors.
- Achieve individual and team sales goals and receive and record client payments.
- Complete special projects and other administrative duties
- Professionally facilitate incoming requests from clients and ensure issues are resolved both promptly and thoroughly
- Provide Quality service in areas of handling inquiries, troubleshooting and account assistance
- Escalate records requests to other teams and contact all levels of personnel at both home office and field locations.
Skills on Resume:
- Organizational Skills (Hard Skills)
- Lead Management (Hard Skills)
- Sales Acumen (Hard Skills)
- Client Account Management (Hard Skills)
- Customer Service Excellence (Soft Skills)
- Sales Goal Achievement (Hard Skills)
- Problem Resolution (Hard Skills)
- Administrative Proficiency (Hard Skills)
11. Client Service Coordinator, Community Assistance Network, Jacksonville, FL
Job Summary:
- Provide client services account coordination, including benefit orientations, health fairs, on-site employer/member meetings, etc.
- Organize and set up meetings designed to help participants obtain information and understand Trust Fund benefits and other related programs.
- Help develop various benefit and communication materials, including brochures, flyers, posters, and letters for employers and members.
- Responsible for materials provided to the membership, including benefit packets and online tools.
- Provide client services support, including researching, investigating and resolving issues to maintain positive client relations.
- Support client, industry, regulatory and competitor research efforts.
- Assist with administrative duties, including drafting correspondence, typing, proofreading and editing documents
- Prepare client presentations and maintain calendar and scheduling meetings
- Making travel arrangements and preparing travel
- Itineraries filing, faxing, copying, handling incoming mail
- Prepare a monthly client newsletter, answer telephones and respond to client requests.
- Maintain communications and effective working relationships with management and staff as well as clients, government agencies, unions, participants, attorneys, employers and consultants.
- Assist in account management including preparing meeting agenda and materials, taking meeting minutes and following up with action items required
Skills on Resume:
- Client Service Coordination (Hard Skills)
- Organizational Skills (Hard Skills)
- Communication Materials Development (Hard Skills)
- Client Issue Resolution (Hard Skills)
- Research Skills (Hard Skills)
- Administrative Proficiency (Hard Skills)
- Meeting Coordination (Hard Skills)
- Relationship Management (Soft Skills)
12. Client Service Coordinator, People First Support, Columbus, OH
Job Summary:
- Facilitate new client kick-off meetings and existing client meetings
- Develop and document functional requirements for new clients
- Develop training materials for new and existing clients
- Analyze any new or revised client requirements to ensure accuracy
- Make decisions regarding the resolution of eligibility, accumulator and claims extract file issues
- Make decisions regarding the resolution of member issues and non-escalated client issues
- Facilitate the process for new benefit changes on behalf of the client and provide direction on how those changes need to be implemented
- Build and Support/Maintain Compass site/Client Portal site/CRM application
- Prepare for and participate in open enrollment meetings for new and existing clients
- Generate reports for Clients and reset system passwords for Clients
- Facilitate the meeting process with internal and external customers for such items as VALUE Summaries, Strategic Business Plans, etc.
- Implement internal department and corporate projects
Skills on Resume:
- Client Meeting Facilitation (Soft Skills)
- Functional Requirements Documentation (Hard Skills)
- Training Material Development (Hard Skills)
- Client Requirement Analysis (Hard Skills)
- Decision Making (Soft Skills)
- Benefits Change Management (Hard Skills)
- System Maintenance and Support (Hard Skills)
- Project Implementation (Hard Skills)
13. Client Service Coordinator, Elite Client Services, Charlotte, NC
Job Summary:
- Collation and lodgement of taxation documents
- Preparation and lodgement of ASIC documents
- Invoicing and managing repayment plans for clients
- Managing client requests and queries and coordination of workflow for the team
- Liaising with the ATO and government/regulatory bodies
- Database management and preparation and coordination of tax packs
- Troubleshoots with the assistance of the Client Service Team
- Maintains Industry Proficiency and Provides Education to Oxford Associates
- Regularly provides educational content and shares knowledge with other members of the firm when appropriate
- Adjusts to industry changes and Oxford’s internal policy and procedure changes
- Adapts to new formats and systems and provides training to associates
Skills on Resume:
- Taxation Document Collation and Lodgement (Hard Skills)
- ASIC Document Preparation and Lodgement (Hard Skills)
- Invoicing and Repayment Management (Hard Skills)
- Client Request Management and Workflow Coordination (Hard Skills)
- Liaison with ATO and Regulatory Bodies (Hard Skills)
- Database Management and Tax Pack Preparation (Hard Skills)
- Troubleshooting and Client Support (Hard Skills)
- Industry Proficiency and Education (Soft Skills)
14. Client Service Coordinator, Integral Support Agency, Indianapolis, IN
Job Summary:
- Identifies required account documentation based on a review of client needs and type of request
- Acts as a liaison between 3rd party relationships such as Banks, Lenders, Custodians, etc. to assist Private Wealth Services objectives
- Owns the process of gathering account data for 3rd party relationships, updating client records when applicable
- In partnership with the Client Team and 3rd party oversees the PWS new account process, communicating updates and requirements regularly
- Develop an understanding of available solutions and partner with the client team in creating a custom opportunity for clients to participate with PWS
- Communicate with the Client Service Team any problems, errors, quality or timing issues
- Contact outside advisors, other Oxford departments, custodians etc. for assistance
- Communicate project opportunities to the Director, Relationship Management
- Create and maintain client data related to, but not limited to client 3rd party mortgages, SBLOC, Promissory Notes, etc. partnering with other departments as necessary
- Review client account data regularly and provide recommendations to client teams to ensure clients receive a consistent, optimal experience
Skills on Resume:
- Account Documentation Review (Hard Skills)
- Third-Party Liaison (Hard Skills)
- Account Data Management (Hard Skills)
- New Account Process Oversight (Hard Skills)
- Solution Understanding and Customization (Hard Skills)
- Problem Resolution and Communication (Soft Skills)
- Collaboration and Coordination (Soft Skills)
- Client Data Management (Hard Skills)
15. Client Service Coordinator, Unity Service Coordination, San Francisco, CA
Job Summary:
- Assist a high volume of incoming client inquiries, pre-qualify, and provide estimates to clients.
- Be a moving resource and consult on moving solutions with the client to create an accurate project outline.
- Follow moving projects through their lifecycle, from scheduling to briefing mover teams and follow-up with the client to ensure satisfaction.
- Provide post-move project follow-up and resolve issues for clients.
- Champion the 2Bros reputation online by gathering customer testimonials and 5-star reviews.
- Process claims for clients in a timely fashion, coordinating vendors and replacement parts
- Provide backup support to operations and administrative teams
- Be an active and productive contributor to regular strategic and tactical meetings.
- Provide support and take ownership of departmental improvement projects.
- Exercises good judgment for knowing when to involve other individuals at Oxford
- Communicates regularly on the status of items of interest to the appropriate party
Skills on Resume:
- Customer Service Excellence (Hard Skills)
- Consultative Selling (Hard Skills)
- Project Management (Hard Skills)
- Issue Resolution (Hard Skills)
- Reputation Management (Soft Skills)
- Claims Processing (Hard Skills)
- Operational Support (Hard Skills)
- Communication and Collaboration (Soft Skills)
16. Client Service Coordinator, Direct Client Connect, Fort Worth, TX
Job Summary:
- Project management, print management, and both on/off-site relations with various clients.
- Develop and manage project timelines and task list
- Coordinate and manage multiple projects simultaneously
- Collect project specifications from the Client and accurately communicate those specifications to internal departments
- Review creative material to ensure specifications match those estimated Route creative material to the necessary departments for execution
- Interact daily with client to ensure timely completion of projects
- Communicate with the client's executives, store directors and on-site specialists
- Possess knowledge of the production and printing industry
- Attend meetings as directed by the Client Services Manager
- Assist in any other project assignments as approved through the Account Director or Manager
- Build and deploy new hire computers/upgrades and RMA/warranty repairs
- Unpacking pallets/boxes of desktop and laptop computers in large quantities
Skills on Resume
- Project Management (Hard Skills)
- Client Relations (Hard Skills)
- Print Management (Hard Skills)
- Communication Skills (Soft Skills)
- Attention to Detail (Hard Skills)
- Problem Solving (Hard Skills)
- Organizational Skills (Hard Skills)
- Adaptability (Soft Skills):
17. Client Service Coordinator, Pinnacle Service Solutions, Detroit, MI
Job Summary:
- Implement the effective delivery of the Lodge Program
- Provide a high level of customer service within the context of the program delivery model
- Support clients to become familiar with the lodge environment including providing tours and encouraging participation in on-site programming
- Provide referrals to other support programs (i.e. Cancer Information Service, CancerConnection, Travel Treatment Fund etc.)
- Maintain non-medical boundaries with clients and health professionals in the community and redirect any requests for medical care or opinions to appropriate sources.
- Receive and receive payments for room charges and donations.
- Collect and monitor program data in the RDP database
- Ensure effective communication regarding the program with the Lodge Manager and other lodge staff utilizing the lodge communication book and RDP database.
- Liaise with Marquise staff and other contractors and vendors to facilitate lodge operations and repair and maintenance issues in accordance with standard operating procedures
- Actively participate in team meetings and training sessions and provide input to program challenges and shared projects
- Actively participate in integration activities with other functional areas including Health Promotion and Revenue Development
- Accountable for ensuring a safe environment within the Lodge
Skills on Resume:
- Customer Service Excellence (Soft Skills)
- Program Delivery (Hard Skills)
- Referral Coordination (Hard Skills)
- Data Management (Hard Skills)
- Financial Administration (Hard Skills)
- Communication Skills (Soft Skills)
- Boundary Management (Soft Skills)
- Safety and Compliance (Hard Skills)
18. Client Service Coordinator, Next Level Client Care, El Paso, TX
Job Summary:
- Ensure standards, policies, and procedures are implemented and maintained.
- Model the Society’s values by demonstrating appropriate behavior in Accountability, Caring, Integrity, Respect, Quality, Responsiveness and Teamwork
- Ensures adherence to established emergency procedures and safety practices ensuring client safety and security within the environment of the Lodge.
- Assessing the appropriateness of lodge admissions and lodge stay consistent with but not limited to the direction provided in the site Admission Policy and Infection Control Policy.
- Responds to emergencies as per site policies and procedures (i.e. medical emergency, suspected theft, etc.)
- Supervising volunteers to promote a supportive and welcoming environment within the Lodge:
- Facilitates communication between staff and volunteers.
- Participates in the organizing, training and education of volunteers according to the Society volunteer engagement framework.
- Lends support and guidance to volunteers daily recognizing and acknowledging their contributions and providing constructive feedback and coaching for performance.
- Provides coverage for front desk volunteers during absences or breaks
- Promotes awareness of all Society programs among volunteers and encourages appropriate referrals to Society Programs
- Batch and distribute composed print files to multiple production locations
Skills on Resume:
- Policy Implementation (Hard Skills)
- Exemplifying Organizational Values (Soft Skills)
- Emergency Response (Hard Skills)
- Admission Assessment (Hard Skills)
- Emergency Handling (Hard Skills)
- Volunteer Supervision (Hard Skills)
- Performance Management (Soft Skills)
- Program Promotion (Soft Skills)
19. Client Service Coordinator, Premium Client Services, Seattle, WA
Job Summary:
- Maintains compliance with Federal Regulations, ICH Guidelines, Standard Operating Procedures (SOPs), and company policies
- Establishes relationships with assigned clients to become intimately familiar with the specific requirements of each client
- Analyze input from clients to identify trends, strengths and weaknesses and work with management to implement necessary change
- Serves as the primary point of contact for clients and responds to client inquiries in a professional and timely manner
- Communicate effectively with clients, staff members, board members, investigators, and study personnel to identify and resolve issues
- Prepare and delivers presentations on study reporting requirements, processes, and study start-up training
- Perform pre-review of IRB submissions, study protocols, and draft consent forms by Salus IRB policy, federal regulations and ICH guidelines
- Advise client of recommended or required changes for clarity, accuracy, and compliance with federal regulations and Salus IRB policy before board review
- Establishes and maintains tracking reports, study progress and milestones
- Provides work-direction supervision of client deliverables and ensures the details concerning the flow of services for assigned clients are maintained on an ongoing basis to meet client expectations and established turnaround times
- Performs quality review of client deliverables utilizing established procedures before distribution to client
Skills on Resume:
- Regulatory Compliance (Hard Skills)
- Client Relationship Management (Soft Skills)
- Analytical Skills (Hard Skills)
- Communication Skills (Soft Skills)
- Presentation Skills (Soft Skills)
- Regulatory Knowledge (Hard Skills)
- Quality Assurance (Hard Skills)
- Project Management (Hard Skills)
20. Client Service Coordinator, Reliable Client Aide, Denver, CO
Job Summary:
- Transitioning new clients from Sales to Client Services
- Answering Client Services calls and emails
- Setting up new clients in the system and managing Client Services projects
- Process, review client account listings and schedule and conduct new client onboarding
- Facilitate and manage client reporting and statements
- Respond to client-related internal and external requests
- Partner with the manufacturing production team on the day to day work flow activities of multiple accounts including suggestions/solutions to increase efficiency and reduce costs to the customer
- Organize and maintain accurate client files, including company information, project requests and billing records and SOX Compliance documentation
- Collect, define, and organize production run rules to build logic for work distribution
- Being a key contributor to the Team meetings and exceeding the monthly goal
- Develop a strong understanding of C&C's overall workflow and policies to best serve the customer
- Handle client interaction surrounding the initial procurement process, including processing all initial offers and final offer acceptances
- Create shipping labels, and facilitate cross-department communication to elevate the client experience
Skills on Resume:
- Client Transition Management (Hard Skills)
- Client Services Communication (Soft Skills)
- Client Onboarding (Hard Skills)
- Project Management (Hard Skills)
- Client Reporting (Hard Skills)
- Internal and External Client Support (Soft Skills)
- Process Optimization (Hard Skills)
- Organizational Skills (Soft Skills)
21. Client Service Coordinator, Client Care Experts, Washington, DC
Job Summary:
- Adheres to the safe work/risk management policies and procedures and ethical framework of Spectrum Health Care.
- Works collaboratively with community PSWs and assists with the scheduling and coordination of PSW services.
- Liaises with clients, staff, and community partners addressing any questions or concerns in a professional manner adhering to company policies and practices.
- Acts as a problem solver for clients and responds to inquiries from LHIN and employees.
- Reports client and staff concerns to the Home Support Supervisor.
- Liaises with the LHIN representatives regarding client care.
- Collects and entrees all pertinent client data into a computer system with accuracy and efficiency.
- Provides reports, schedules and performs other administrative duties to support the personal support worker program
- Daily communication and interaction with foreign insurance companies, patients and medical providers via the company’s call center, emails and any other dedicated means of communication
- Organizing medical assistance worldwide using the company’s internal database
- Collaborating with a team of professionals within the international network
- Abiding by in-house developed operational protocols, instructions, and standards
Skills on Resume:
- Adherence to Policies and Procedures (Hard Skills)
- Collaboration and Coordination (Soft Skills)
- Communication Skills (Soft Skills)
- Problem-Solving (Soft Skills)
- Reporting and Documentation (Hard Skills)
- Administrative Support (Hard Skills)
- Customer Service (Soft Skills)
- Compliance and Protocol Adherence (Hard Skills)
22. Client Service Coordinator, Complete Client Services, Boston, MA
Job Summary:
- Supports Aramark Catering team in executing food service to senior company executives.
- Anticipates client needs/concerns and makes plans to resolve then promptly
- Meet and greet guests who are on-site for scheduled meetings with clients
- Provides initial service of beverages to guests visiting the C-level offices.
- Assist with receptionist duties during breaks and lunch periods
- Ensure a clean, organized environment within the office and the C-level meeting rooms.
- Ensures adherence to Aramark's Policies and Procedures
- Ensures adherence to Aramark's Health and Safety Policy
- Organize, create and prepare customized marketing materials and client-specific packages and presentations and proposals.
- Assemble marketing materials for property listings, including brochures, signage, invitations and social media announcements.
- Comply with the company's brand throughout all the projects.
- Research and track data while updating proprietary platform with current market information
Skills on Resume:
- Customer Service Orientation (Soft Skills)
- Communication Skills (Soft Skills)
- Organizational Skills (Hard Skills)
- Adherence to Policies (Hard Skills)
- Marketing Support (Hard Skills)
- Research and Data Management (Hard Skills)
- Attention to Detail (Soft Skills)
- Flexibility and Adaptability (Soft Skills)
23. Client Service Coordinator, Client Connection Specialists, Memphis, TN
Job Summary:
- Maintain sales listings and expiration dates up to date
- Maintain records of correspondence for all property listings and update such reports weekly and monthly
- Update client's reports and verify for accuracy
- Maintain and assist with Scheduling maintenance of calendars
- Main lists and update data on CRM
- Work closely with the accounting department on all project invoicing, vendor payments, and expenses.
- Oversight of file administration, ensuring file management best practices is adhered to across the team
- Ensuring the team is on track with reporting deadlines
- Monitor capacity of fee earners within teams, ensuring managers are kept up to date with their performance and identifying any issues
- Set up and monitoring Key Performance Indicators to drive operational performance
- Carry out process reviews and identify improvements within the team, ensuring these are put in place and kept to
- Ensure a proactive approach is taken to carrying out all duties to maintain and improve client relations/goodwill.
Skills on Resume:
- Attention to Detail (Hard Skills)
- Organizational Skills (Hard Skills)
- Communication Skills (Soft Skills)
- Analytical Skills (Hard Skills)
- Time Management (Soft Skills)
- Problem-Solving Ability (Hard Skills)
- Team Coordination (Soft Skills)
- Customer Relationship Management (CRM) Skills (Hard Skills)
24. Client Service Coordinator, Optimal Client Solutions, Nashville, TN
Job Summary:
- Provide support to Account Managers and the Client Success team across all clients in the building.
- Assist with researching and communicating common inquiries including order status, purchase order status, account questions, billing, new product initiatives, and others.
- Answer assigned tasks or projects back to clients when directed.
- Communicate with internal teams to prioritize and complete tasks requiring attention
- Ensure the client’s priorities come to a resolution promptly and provide follow-up with context on results.
- Work alongside a team of high-performing Client Services Coordinators
- Liaise with internal and external stakeholders to achieve the required outcomes
- Manage workflow, diary management, and assist with all facets of public practice administration
- Grow the firm's brand by providing clients with 110% with every interaction CANDIDATE
- Assist in the creation of processes and workflows that enhance the team’s ability to provide unique and better solutions
- Aid in answering phone calls and serve as a liaison between departments
Skills on Resume:
- Client Support and Communication (Hard Skills)
- Task and Project Management (Hard Skills)
- Coordination and Collaboration (Hard Skills)
- Problem Solving and Resolution (Hard Skills)
- Teamwork and Collaboration (Soft Skills)
- Stakeholder Management (Soft Skills)
- Administrative Skills (Hard Skills)
- Customer Focus and Brand Growth (Soft Skills)
25. Client Service Coordinator, Client Service Innovations, Portland, OR
Job Summary:
- Directly manage a large portfolio of lead generation marketing campaigns – both essential marketing and administrative functions to support the team
- Develop and maintain an organized, strategic marketing plan for each campaign
- Evaluate the success potential of programs based on historical data
- Determine appropriate marketing creative and frequency of email deliveries
- Organize marketing plan in a manageable, digestible format listing all pertinent data to simultaneously manage multiple campaigns
- Identify the appropriate audience to receive marketing messages
- Develop and evaluate copy and creative for each campaign
- Write compelling and relevant copy
- Use Dreamweaver, along with 1105 Media templates, to create effective marketing creative
- Ensure each marketing promotion is proofread and without error
- Schedule and deliver complete email marketing packages (work order, list, creative) to the Promotions team to ensure timely email delivery
- Collaborate with the 1105 Media Art team to create ROS banners and creatives for specific campaigns
- Deliver a promotional copy to the Ad Ops team for inclusion in e-newsletters
Skills on Resume:
- Campaign Management (Hard Skills)
- Strategic Planning (Hard Skills)
- Data Analysis (Hard Skills)
- Creative Development (Hard Skills)
- Organization and Documentation (Hard Skills)
- Audience Targeting (Hard Skills)
- Copywriting (Hard Skills)
- Technical Proficiency (Hard Skills)
26. Client Service Coordinator, Enhanced Client Network, Oklahoma City, OK
Job Summary:
- Optimize poor-performing campaigns through copy, creative and list adjustment
- Track and report on the success of all campaigns
- Consistently meet client expectations by generating the expected number of qualified leads
- Prepare and update campaign status reports
- Prepare and communicate insightful analysis for weekly meetings
- Maintain communication lines with the Senior Manager, Marketing and Client Services to
- Ensure all programs are being monitored and given due diligence toward meeting client expectations and deadlines
- Support Sales Admin and VP, Client Services with administrative lead gen duties such as lead reviews
- Prepare leads for client delivery as well as maintain campaign reporting to track the progress against deadlines
- Optimize content on websites and escalate complaints to relevant departments.
- Liaise with in-house teams to adjust service offerings and assess related costs.
- Build and maintain close relationships with clients.
Skills on Resume:
- Campaign Optimization (Hard Skills)
- Campaign Tracking and Reporting (Hard Skills)
- Lead Generation and Client Expectations (Hard Skills)
- Reporting and Communication (Hard Skills)
- Client Relationship Management (Soft Skills)
- Administrative Support (Hard Skills)
- Content Optimization and Issue Resolution (Hard Skills)
- Cross-functional Collaboration (Soft Skills)
27. Client Service Coordinator, First Contact Client Services, Las Vegas, NV
Job Summary:
- Assist clients in person, by email, or telephonically.
- Schedule meetings or telephone conferences between clients and management.
- Book meeting rooms or venues and develop process improvements.
- Coordinate the production of client-facing marketing materials.
- Compile and maintain records on client accounts.
- Screen feedback and requests form clients and liaise with relevant departments within the organization to provide solutions.
- Acts as internal point of contact for new and existing clients
- Acts as a liaison between field HR operations, employees, and benefit vendors to resolve escalated issues.
- Provides analysis and triages complex claims and benefits inquiries to provide resolution.
- Handles client escalations and provides corrective action plans.
- Understands and is conversant with the roles ancillary and key vendor partners play in the development of a cohesive Self-Funded Benefits Plan.
- Assists Account Representatives with the implementation of new business.
- Effectively manages a book of business with a minimum of 5,000 employee lives.
Skills on Resume:
- Client Communication (Hard Skills)
- Meeting Coordination (Hard Skills)
- Process Improvement (Hard Skills)
- Marketing Coordination (Hard Skills)
- Account Management (Hard Skills)
- Issue Resolution (Hard Skills)
- Internal Communication (Hard Skills)
- Problem Solving and Analysis (Hard Skills)
28. Client Service Coordinator, Signature Client Systems, Baltimore, MD
Job Summary:
- Collaborates with Client Managers/Executives in the development and execution of account strategies.
- Assist in prioritizing account issues, developing specific account plans, and directing daily activities to achieve account goals.
- Effectively manages all aspects of the renewal process including administration functions.
- Obtains, utilizes and accurately summarizes key data for management promptly and assists in achieving desired account results.
- Stays current on industry and competitor trends, and applies knowledge of marketplace to account planning processes.
- Identifies and coordinates marketing, management and technical resources necessary to achieve existing account service objectives.
- Coordinates with the Client Manager/Executive to maintain positive relationships with brokers.
- Establishes and maintains effective customer relationships with key decision-makers and stakeholders, including consultants and brokers.
- Ensures that account data is current, accurate and complete on internal computer systems.
- Consistently supports compliance by maintaining the privacy and confidentiality of information, protecting the assets of the organization
- Acting with ethics and integrity, reporting non-compliance, and adhering to applicable federal, state and local laws and regulations, accreditation and licenser requirements, and Delta Health Systems policies and procedures.
- Maintains standard 5-day Turnaround time (TAT) on all correspondence and call tracking.
Skills on Resume:
- Strategic Account Management (Soft Skills)
- Renewal Process Management (Hard Skills)
- Data Analysis and Reporting (Hard Skills)
- Industry and Market Knowledge (Soft Skills)
- Resource Coordination (Soft Skills)
- Relationship Management (Soft Skills)
- Stakeholder Engagement (Soft Skills)
- Compliance and Integrity (Soft Skills)