Client Service Coordinator

📋 Description

• 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

🎯 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
• Ability to use AI-enabled tools thoughtfully and responsibly, with attention to accuracy
• Curiosity about emerging technology and a willingness to continue building skills with new tools
• Work authorization required

🎁 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, 'Summer Fridays', and free snacks