Client Service Coordinator

Client Services Coordinator

The Client Services Coordinator supports the Client Services team in delivering outstanding client experiences by managing documentation, scheduling, and internal follow-ups. This entry-level role provides vital administrative support, helping the team maintain accurate records, coordinate meetings, and prepare materials for client communication. The Coordinator is essential in ensuring operational consistency across client accounts.

Responsibilities

• Provides day-to-day support across Tier 13 accounts by coordinating communications, documentation, and scheduling.
• Supports Managers and Senior Managers with timely and accurate tracking of project actions and client requests.
• Ensures that project documents, call notes, and meeting agendas are well prepared and client-ready.
• Supports client-facing team members by compiling historic scope and delivery data to inform renewal or upsell discussions.
• Maintains reference documents and logs to help team track engagement history and opportunity timelines.
• Assists in follow-ups to nurture ongoing client conversations post-delivery.
• Tracks delivery milestones in CRM tools and project boards (e.g., HubSpot, Monday.com), ensuring all updates are current.
• Logs client feedback rounds and supports content upload or review logistics.
• Helps prepare client-facing decks, recaps, or handover notes for internal use.
• Works closely with PMs to ensure project schedules, meetings, and updates are clearly communicated.
• Coordinates with BD on contact records and helps align notes between teams.
• Flags recurring questions or delivery themes for discussion in team reviews.
• Participates in team meetings and internal knowledge-sharing sessions.
• Seeks out learning opportunities from senior team members and proactively upskills in tools and workflows.
• Keeps CRM and shared documentation up to date.
• Identifies repetitive tasks that could benefit from process improvements or templating.
• Helps test new tools and SOP updates as they roll out across the department.
• Maintains contact logs, activity trackers, and supports NPS/feedback survey rollouts.
• Alerts team leads if a client hasn't received key updates or requires a follow-up.
• Compiles inputs for team reporting dashboards and post-project summaries.
• Assists in onboarding new Coordinators by walking them through systems, shared files, and daily task flows.
• Shares learnings, tips, and process notes to improve future onboarding cycles.