Client Services Coordinator

Job Summary
We are seeking a dedicated and proactive Client Services Coordinator to join our dynamic team. This role is essential in ensuring exceptional customer service and maintaining strong relationships with our clients. The ideal candidate will have strong customer relationship and communication skills. Work well is a small team enviroment and be comfortable with managing multiple projects and client service tasks.

Responsibilities

• Serve as a point of contact for clients, addressing inquiries and providing timely service and support.
• Develop and maintain strong relationships with clients to ensure their needs are met and expectations exceeded.
• Utilize Salesforce to track client interactions, manage accounts, and analyze client data.
• Coordinate project timelines and deliverables, ensuring all tasks are completed on schedule.
• Communicate effectively with internal teams to relay client requirements and feedback.

Experience

• Proven experience in a customer service role, preferably within the financial services industries.
• Familiarity with customer relationship management (CRM) systems, particularly Salesforce. And Microsoft Office.
• Strong analytical skills with the ability to assess market client needs.
• Excellent communication skills, both written and verbal, with a focus on building rapport with clients.
• Demonstrated project management capabilities, managing multiple tasks simultaneously while meeting deadlines.
• A proactive approach to problem-solving and a strong commitment to delivering exceptional client experiences.

Job Type: Full-time

Pay: $17.00 - $19.00 per hour

Expected hours: 32 – 40 per week

Benefits:

• 401(k)
• 401(k) 4% Match
• 401(k) matching
• Flexible schedule
• Paid time off
• Paid training
• Professional development assistance

Compensation Package:

• Bonus opportunities
• Profit sharing
• Quarterly bonus
• Yearly bonus

Schedule:

• 8 hour shift

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• Kaysville, UT 84037 (Preferred)

Ability to Relocate:

• Kaysville, UT 84037: Relocate before starting work (Required)

Work Location: In person

Salary : $17 - $19