Client Service Coordinator

Guidepoint•Phoenix, AZ

1d•Hybrid

About The Position

The Client Service team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients around the world. We work to understand each client’s unique business questions and help them gain critical insights to stay informed and make better business decisions. As a Coordinator on the Client Service team, you will be overseeing all administration within your client service team. You will be booking client consultations, tracking projects for the team, and qualifying the experts.

Requirements

1-3 years of previous work experience dealing 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 a 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 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