Client Service Coordinator

Guidepoint•New York, NY

1d•$50,000 - $50,000•Remote

About The Position

As a Coordinator on the Client Service team, you will be overseeing all administration withing your client service team. You will be booking client consultations, tracking projects for the team, and qualifying the experts. This position can be remote within the United States and will be working east coast hours. 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 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.

Requirements

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
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

Responsibilities

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