Demo

Client Services Coordinator

Robert Half
Mc Lean, VA Full Time
POSTED ON 4/21/2025
AVAILABLE BEFORE 5/16/2025

Job Description

Job Description

We are looking for a Client Services Coordinator to join our team based in McLean, Virginia. Your primary role will be to provide administrative support to our sales professionals, prepare proposal presentations and communication materials, and manage customer inquiries. This is a contract to permanent employment opportunity in the sales brokerage industry.

Responsibilities :

  • Support the sales team by managing schedules, coordinating meetings, and ensuring effective communication.
  • Conduct research and compile data for customer inquiries and sales reports.
  • Maintain and update customer records in our database for accuracy.
  • Create marketing materials and execute brand awareness strategies.
  • Coordinate the distribution of internal and external marketing information.
  • Process client applications and manage client accounts effectively.
  • Develop and maintain spreadsheets for data analysis and reporting.
  • Handle customer inquiries, providing timely and accurate responses.
  • Liaise with different teams to ensure smooth operations.
  • Ensure compliance with all relevant procedures and documentation requirements.
  • Utilize Microsoft Office Suite for documentation, presentations, and data management.
  • Perform ad hoc financial analysis as needed.
  • Ability to manipulate basic templates in PowerPoint and / or InDesign.
  • Solve problems involving several options in situations, requiring intermediate analytical and quantitative skills.
  • Proven experience in Sales and Marketing.
  • Proficiency in managing Documentation and Procedures.
  • High-level proficiency in Microsoft Excel, Word, PowerPoint, and overall Office Suites.
  • Experience in managing Schedule Appointments and Calendar Management.
  • Ability to conduct thorough Research and manage Database effectively.
  • Skilled in creating and delivering Presentations.
  • Comfortable with Internet-based tasks and Production-related tasks.
  • Proven track record in managing Correspondence.
  • Ability to Perform Ad Hoc Financial tasks and Financial Analysis.
  • Proficiency in using Spreadsheets.
  • Experience in creating and maintaining Brand Awareness.
  • Proven experience as a Liaison.
  • Familiarity or experience with Property-related tasks.
  • Excellent Communication Skills.
  • Strong Time Management skills.
  • Experience in conducting Conference Calls.

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