Client Services Coordinator

$41,600 - $49,920/Yr

Symphony Workplaces - Palm Beach, FL

Full-time - Entry Level

Palm Beach, FL

About the position

The Client Services Coordinator plays a crucial role in ensuring exceptional customer service and maintaining strong client relationships. This position requires strong project management skills and a background in financial services, with a focus on analyzing market trends to support sales initiatives. The coordinator will act as a liaison between clients and internal teams, ensuring that client needs are met efficiently and effectively.

Responsibilities

• Manage client accounts and maintain accurate records using Customer Relationship Management (CRM) tools such as Salesforce.
• Communicate effectively with clients to understand their needs and provide tailored solutions.
• Analyze market trends to identify opportunities for growth and improvement in client services.
• Collaborate with sales teams to support the development of new business opportunities.
• Coordinate projects from inception to completion, ensuring timely delivery of services.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Prepare reports on client feedback and service performance for management review.
• Foster strong relationships with clients through regular follow-ups and check-ins.

Requirements

• Strong customer service skills with a focus on building lasting client relationships.
• Experience in account management, demonstrating the ability to handle multiple clients simultaneously.
• Proficient in using Salesforce or similar CRM software for tracking client interactions and managing accounts.
• Excellent communication skills, both verbal and written, with the ability to convey complex information clearly.
• A proactive approach to problem-solving with strong organizational skills.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance
• 401(k) matching