Client Services Coordinator

Job Description

Client Services & Account Management Representative

Join our dynamic team in Denver, CO, where we foster a fun and hardworking environment. We are a leader in the financial industry, committed to delivering exceptional client services and cultivating strong relationships with our valued clients. This is a temp-to-hire opportunity with the potential for a rewarding, long-term career.

Responsibilities

• Client Relationship Development:
  • Serve as the main point of contact for assigned clients.
  • Build and maintain strong, positive relationships with clients through effective communication and timely response to inquiries.
• Account Management:
  • Manage and monitor client accounts to ensure satisfaction and retention.
  • Collaborate with internal teams to address client needs and resolve issues promptly.
• Client Onboarding:
  • Guide clients through the onboarding process, ensuring a smooth transition and understanding of our products/services.
• Problem Resolution:
  • Proactively identify and address any client concerns or issues, providing effective solutions and ensuring client satisfaction.
• Cross-functional Collaboration:
  • Collaborate with sales, marketing, and other departments to align client needs with company offerings.
  • Provide insights to help improve products and services based on client feedback.
• Documentation and Reporting:
  • Maintain accurate and up-to-date client records.
  • Generate regular reports on client account status and performance.
• Upselling and Cross-Selling:
  • Identify opportunities for upselling and cross-selling additional products or services to existing clients.
• Training and Support:
  • Provide training and support to clients on our products and services.
  • Ensure clients are fully utilizing and maximizing the value of our offerings.

Qualifications

• Previous experience in client services, account management, or a related field.
• Excellent communication and interpersonal skills.
• Strong problem-solving abilities and a proactive approach to client satisfaction.
• Detail-oriented with excellent organizational skills.
• Ability to thrive in a fast-paced and dynamic work environment.
• Proficient in Microsoft Office Suite and CRM software.
• Bachelor's degree preferred but not required.

Benefits

• Competitive hourly wage of $25.00/hour.
• Opportunity for permanent placement based on performance.
• Vibrant and inclusive work culture.
• Professional development opportunities.
• Health and wellness programs.

If you are a motivated and client-focused individual who thrives in a collaborative and dynamic environment, we invite you to apply and join our team in making a positive impact on our clients and our company's success. Apply now to start your exciting journey with us!

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.