Client Service Coordinator

Guidepoint•Phoenix, AZ

12d•$50,000 - $50,000•Hybrid

About The Position

The Client Service Coordinator supports Guidepoint’s Client Service team by handling administrative coordination and helping deliver services to clients. The role schedules client consultations, tracks projects and requests, and qualifies advisors to determine their suitability for consultations. It is based out of Guidepoint’s Phoenix office and requires 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.
AI fluency and experience using AI-enabled tools to support research, organization, prioritization, and written communication.
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 new tools that improve productivity and client service.
Work authorization required.
Attention to detail and excellent follow-up skills.
Strong aptitude for developing organizational systems.
Excellent time management and ability to multitask.
Ability to work both as part of a team and independently.
Excellent sense of urgency and responsiveness.

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 updated statuses for client telephone consultations.
Qualify advisors via questionnaire to confirm their suitability for consultations.
Follow multiple work streams to help Project Managers organize client requests and track project progress.
Assist with ad hoc requests.