Client Services Coordinator Job Description Template
Our company is looking for a Client Services Coordinator to join our team.
Responsibilities:
- Participate in IT development for system enhancements and testing efforts;
- Provide support for audits and act as Subject Matter Expert (SME) for Client Services processes;
- Assist with support and special projects as requested by Manager;
- Document project information and client interaction entering information in proprietary systems;
- Educate potential and existing clients about services offered;
- Represent the Company in a professional and courteous manner in all interactions with employees, clients and guardians;
- Address short term/same day cancellations in scheduling software notifying families and therapists immediately;
- Leverage your PPT expertise and presentation-development skills to deliver comprehensive, strategic, and exciting pitch decks and presentations;
- Onboard new clients into our system and set up their accounts;
- Working within designated timelines and certification procedures;
- Upload and keep record of auditor reports;
- Issue certificates upon completion of food safety and other industry related audits;
- Scheduling certification and auditing activities;
- Maintain confidential client information, proprietary information, and departmental policies;
- Participate in creative brainstorms to come up with original, inspiring ideas that meet advertiser’s objectives and leverage our best assets.
Requirements:
- Manage, maintain and update complex Excel spreadsheets;
- Engage and coordinate with team members to effectively communicate and provide customer support to both internal and external clients;
- Create, draft and assemble program materials, reports and presentations for clients and internal teams;
- Participate and schedule client related team meetings; document meeting minutes and follow-up;
- Years of Experience: 0-1;
- Experience with Photoshop a must;
- Self-motivator with the ability to thrive in a fast-paced environment with multiple projects and tight deadlines;
- Attention to detail and high level of accuracy;
- Customer orientation and ability to adapt/respond to different types of characters;
- Demonstrated ability to think outside the box and take initiative in order to solve problems as they arise;
- 2 years experience in a healthcare setting;
- Ability to multi-task, prioritize, and manage time effectively;
- Bachelor’s degree in a related field or internship experience;
- Some proven customer support experience or experience as a customer service representative;
- Excellent presentation skills and written communication skills.