Client Service Coordinator
Overview:
As a Coordinator on the Client Service team, you will be overseeing all administration withing your client service team. You will be booking client consultations, tracking projects for the team, and qualifying the experts.
This position can be remote within the United States and will be working east coast hours.
Who We Are:
Team-oriented and collaborative
Hard-working professionals who strive for excellence
Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint
What YOU will own:
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
Experience YOU will bring:
1-3 years of previous work experience dealing in a high call volume environment
Work authorization required
Skills YOU will bring:
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
What We Offer:
The annual base salary for this position is $50,000 annually
You will also be eligible for the following 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 and a corporate gym rate
Development opportunities through the LinkedIn Learning platform
Friday happy hour, âSummer Fridaysâ, and free snacks
Casual work environment, team building, and other social events
Option to be full-time remote
About Guidepoint:
Guidepoint is a leading research enablement platform designed to advance understanding and empower our clientsâ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action.
Backed by a network of nearly 1.75 million experts and Guidepointâs 1,600 employees worldwide, we inform leading organizationsâ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.
At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.
#LI-BR1
#LI-REMOTEBase salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance.Compensation$50,000—$50,000 USD
Apply Now
As a Coordinator on the Client Service team, you will be overseeing all administration withing your client service team. You will be booking client consultations, tracking projects for the team, and qualifying the experts.
This position can be remote within the United States and will be working east coast hours.
Who We Are:
Team-oriented and collaborative
Hard-working professionals who strive for excellence
Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint
What YOU will own:
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
Experience YOU will bring:
1-3 years of previous work experience dealing in a high call volume environment
Work authorization required
Skills YOU will bring:
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
What We Offer:
The annual base salary for this position is $50,000 annually
You will also be eligible for the following 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 and a corporate gym rate
Development opportunities through the LinkedIn Learning platform
Friday happy hour, âSummer Fridaysâ, and free snacks
Casual work environment, team building, and other social events
Option to be full-time remote
About Guidepoint:
Guidepoint is a leading research enablement platform designed to advance understanding and empower our clientsâ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action.
Backed by a network of nearly 1.75 million experts and Guidepointâs 1,600 employees worldwide, we inform leading organizationsâ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.
At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.
#LI-BR1
#LI-REMOTEBase salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance.Compensation$50,000—$50,000 USD
Apply Now