Client Service Coordinator

Responsibilities: - Serve as the main point of contact for clients, providing exceptional customer service and support - Manage and maintain client accounts, ensuring accurate and up-to-date information - Collaborate with the sales team to identify opportunities for upselling and cross-selling to existing clients - Assist in the onboarding process for new clients, ensuring a smooth transition and successful implementation of services - Coordinate and schedule client meetings, both in-person and virtual - Conduct regular check-ins with clients to assess satisfaction levels and address any concerns or issues - Utilize Salesforce or other CRM software to track client interactions, update records, and generate reports - Collaborate with internal teams to ensure timely delivery of services and resolution of client inquiries or requests - Analyze market trends and competitor activity to identify potential growth opportunities Experience: - Previous experience in sales, account management, or customer service roles within the financial services industry is preferred - Familiarity with Salesforce or other CRM software is highly desirable - Strong project management skills, with the ability to prioritize tasks and meet deadlines - Excellent communication skills, both written and verbal, with the ability to effectively communicate complex information to clients - Experience working with SaaS (Software as a Service) products is a plus - Ability to analyze data and generate insights to drive decision-making This is an exciting opportunity for a motivated individual who thrives in a fast-paced environment. We offer competitive compensation and benefits packages, including health insurance and retirement plans. If you are a detail-oriented professional with a passion for delivering exceptional client service, we would love to hear from you. Apply now!

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Vision insurance

Compensation package:

• Bonus opportunities
• Performance bonus
• Yearly bonus

Work Location: In person