Client Service Coordinator

📋 Description

• Schedule bulk telephone consultations for client service teams
• Track projects and manage client requests across multiple orgs
• Coordinate with advisors and clients to confirm consultations
• Maintain updated statuses and follow up to expedite scheduling
• Qualify Advisors via questionnaire for suitability
• Support multiple work streams to help Project Managers

🎯 Requirements

• 1-3 years of experience in a high call volume environment
• AI fluency and experience using AI-enabled tools for research and organization
• Ability to use AI tools responsibly with focus on accuracy and data quality
• Curiosity about emerging technology and willingness to learn new tools
• Work authorization required
• Excellent attention to detail and time management; multi-tasking

🎁 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
• Commuter benefits and a corporate gym rate
• Development opportunities through LinkedIn Learning
• Friday happy hour, “Summer Fridays”, and free snacks