Client Service Coordinator

Guidepoint•Phoenix, AZ
•$50,000 - $50,000•Hybrid

About The Position

The Client Service Coordinator supports Guidepoint’s Client Service team, which delivers services to clients worldwide and helps them obtain insights for business decisions. The Coordinator oversees administration for the assigned client service team, including scheduling client consultations, tracking projects, and qualifying advisors. The position is hybrid from Guidepoint’s Phoenix office, with at least one day per week in the office; the posting also notes an option to be full-time remote.

Requirements

  • 1–3 years of previous work experience in a high-call-volume environment.
  • Work authorization required.
  • Attention to detail and excellent follow-up skills.
  • Strong aptitude for developing systems of organization.
  • Excellent time-management skills and ability to multitask.
  • Ability to work both as part of a team and independently.
  • Excellent sense of urgency and responsiveness.
  • Ability to use AI-enabled tools thoughtfully and responsibly, with attention to accuracy, confidentiality, data quality, and human judgment.
  • Curiosity about emerging technology and willingness to continue building skills with tools that improve productivity and client service.

Nice To Haves

  • AI fluency and experience using AI-enabled tools to support research, organization, prioritization, and written communication.

Responsibilities

  • Schedule bulk telephone consultations for client service teams.
  • Manage multiple client organization requests and respond in a timely manner.
  • Coordinate with advisors and clients to confirm telephone consultations.
  • Leave messages and follow up with advisors to expedite project scheduling.
  • Maintain current status information for client telephone consultations.
  • Qualify advisors through questionnaires to confirm suitability for consultations.
  • Track multiple work streams to help Project Managers organize client requests and monitor project progress.
  • Assist with ad hoc requests.

Benefits

  • 15 PTO days, 10 legal holidays, and 5 sick days.
  • Comprehensive medical, dental, and vision plans.
  • 10% 401(k) match.
  • Life insurance.
  • Paid time-off and parental leave plans.
  • Commuter benefits.
  • Corporate gym rate.
  • Development opportunities through the LinkedIn Learning platform.
  • Friday happy hour, Summer Fridays, and free snacks.
  • Casual work environment, team building, and other social events.
  • Option to be full-time remote.
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