Guidepoint
ClientServiceCoordinator
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optimal for Entry candidates.
“Client Service Coordinator at Guidepoint. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement, scheduling, client consultation management, expert qualification, project tracking. scheduling bulk telephone consultations for client service teams. Manage multiple client organization requests and respond within a timely manner”
What They're Looking For.
Must Have
1-3 years of previous work experience dealing in a high call volume environment, Work authorization required, Attention to detail and excellent follow-up skills required, 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 You'll Do.
scheduling bulk telephone consultations for client service teams
Manage multiple client organization requests and respond within a timely manner
Coordinate with advisors and clients to confirm telephone consultations
Leave messages and follow up with Advisors to expedite scheduling projects
Maintain an updated status of client telephone consultations
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
How You'll Work.
Team & Collaboration
Team-oriented and collaborative; Ability to work as part of a team and independently
Process & Methodology
tracking projects for the team, Follow multiple work streams to help Project Managers organize client requests and track progress on projects
Full Job Description
Overview: The Client Service team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients around the world. We work to understand each client’s unique business questions and help them gain critical insights to stay informed and make better business decisions. As a Coordinator on the Client Service team, 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. Who We Are: Team-oriented and collaborative Hard-working professionals who strive for excellence Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint What you will own: Responsible for scheduling bulk telephone consultations for client service teams Manage multiple client organization requests and respond within a timely manner Coordinate with advisors and clients to confirm telephone consultations Leave messages and follow up with Advisors to expedite scheduling projects Maintain an updated status of client telephone consultations 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 Experience you will bring: 1-3 years of previous work experience dealing in a high call volume environment Work authorization required Skills you will bring: 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 for this position is $50,000. You will also b
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