Client Coordinator Job Description

Client Coordinator Job Description

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Client coordinator provides strategic and critical thought leadership and excel in incorporating a connected consumer experience across multiple channels.

Client Coordinator Duties & Responsibilities

To write an effective client coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included client coordinator job description templates that you can modify and use.

Sample responsibilities for this position include:

Respond to client inquiries via email and telephone
Assist in educating agents and staff in relevant Internet applications
Maintain up-to-date inventory for PC Refresh of all respective BU users
Reconcile PC inventory against Altiris inventory system on a periodic basis (daily, weekly, monthly)
Use the Altiris inventory system for PCs, Casper for Macs, AirWatch* for iOS, and BES Server* for Blackberry and other monthly reports provided to track purchase through disposition of equipment
Plan and coordinate annual devices refreshes
PC & Mac desktops and laptops
Provide insight and oversee local ticket Queue to ensure service level agreements are met
Procure workplace technology including computers, software, peripherals (not smartphones and tablets)
Coordinate schedule for large workplace installs including OS, Office, and other Core Load software (work with Business Technology Group & Technical Lead for certification)

Client Coordinator Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Coordinator

List any licenses or certifications required by the position: CPR, ITIL, FPC, CPP, OS

Education for Client Coordinator

Typically a job would require a certain level of education.

Employers hiring for the client coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Acting, Education, Marketing, Real Estate, Business, Business/Administration, Advertising, Communication, Associates, Communications

Skills for Client Coordinator

Desired skills for client coordinator include:

Excel
Internet
Multiple software programs
Outlook
Copier
Fax
General computer
Scanner
Telephone
Multiple lines of business - Commercial & Consumer

Desired experience for client coordinator includes:

Collaborate with CS Tech Lead on any deployments (or upgrades)
Coordinate schedules for department moves
Maintain relationship with Business distribution list’s contacts in order for IT (both Business & BTG) client services communication
Coordinate with HR and Business on New Hire onboarding
Maintain IT-specific Distribution Lists
Maintain Network Printer, provide proactive escalation for printer repair, maintenance, and toner replenishment

Client Coordinator Examples

1

Client Coordinator Job Description

Job Description Example
Our company is searching for experienced candidates for the position of client coordinator. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client coordinator
  • Provide support for broker portal and TRID hotline questions
  • Manage broker recognition and surveys
  • Create monthly usage reports for management
  • Conduct courtesy calls once/month
  • Collaborate with training on broker sessions/monthly calendar
  • Back up for email marketing coordination (Sales Nexus)
  • Provide 20% miscellaneous administrative support to TPO leadership team
  • Provide detailed explanations of Metrosearch, Insight, Analytics and all Custom Services capabilities
  • Create awareness of Metrostudy’s programs, offerings, and tools to encourage customer engagement and product usage in as many forms as possible
  • Identify solutions to improve engagement within all accounts in the form of application usage, event attendance, use of other Metrostudy services
Qualifications for client coordinator
  • Client-oriented approach/thinking
  • Capable negotiator and mediator
  • Operations and executive interactions
  • Flexible and adaptable approach to work responsibilities, times and locations
  • Service-oriented team worker, highly organized and able to work with little direction
  • Advanced level of spoken and written English (additional languages advantageous)
2

Client Coordinator Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client coordinator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client coordinator
  • Answers telephones and directs callers to the appropriate associate or office
  • Quick learner of real estate specific applications
  • Answer incoming calls on print ad inquiries
  • Documentation retention and uploading
  • Assist with other related clerical duties such as data entry, filing, and photocopying
  • Assist in the administration of company’s Property Information Floor Agent program
  • Assist in monitoring and updating the lead monitoring systems
  • Assists with the onboarding functions of sales associates
  • Coordinate building-based special tenant events
  • Basic understanding of rich media/in-steam ad functions
Qualifications for client coordinator
  • Demonstrable ability to bring projects to a successful conclusion
  • Effective client-facing communications skills with senior representatives
  • Positive attitude and sincere willingness to constantly learn, grow, and adapt to change
  • Self-motivated and ability to work independently and with urgency to complete tasks efficiently and quickly
  • Able to stand or sit for long periods of time and ability to lift up to 30lbs
  • Must be comfortable speaking with clients
3

Client Coordinator Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client coordinator. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client coordinator
  • Audit large and unresponsive sites to ensure site was escalated properly
  • Maintain client relations database in Salesforce
  • Handles and responds promptly to inquiries from clients and/or anyone acting on behalf of the client regarding questions, report status, concerns, or general requests for information
  • Utilizes appropriate systems and databases to enter client or examinee information and or retrieve information as needed
  • Files and archives open and closed cases
  • Verifies all client information is current in the database and all client specific guidelines and or rules or information is documented in the system
  • Work independently and in partnership with other team members to ensure that questions are addressed, documented and cases are returned in a timely fashion
  • Appropriately directs calls to other departments as needed
  • Performs various clerical duties such as typing, filing, emailing, and proofreading as required
  • When necessary, notifies management of any report issues or concerns
Qualifications for client coordinator
  • Minimum 2-3 years project management or related experience
  • Ability to work well in a self directed environment and use initiative
  • 5+ years working as an executive assistant or in a high-level client support role preferred
  • Bachelor’s degree in Marketing or Advertising with 1-2 years of relevant, job-related planning and coordination experience and/or training, OR equivalent combination of education and experience
  • Demonstrated ability to drive initiative\(s\) forward
  • The successful candidate will have at least 3-5 years of related administrative experience
4

Client Coordinator Job Description

Job Description Example
Our company is hiring for a client coordinator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client coordinator
  • Drive social media communications for store
  • Delivering best in class Customer Service, based on solid understanding of the customer
  • Work to continuously to improve the processes for the customers internally and be visible to the organization
  • Excellent communication and customer service skills enabling you to successfully contact clients to obtain missing information or answer queries
  • Gather underwriting data
  • Submit applications and underwriting data to insurance companies
  • Process renewals
  • Make sure the service we provide meets the deadlines agreed with our clients
  • Work towards personal performance targets and business wide objectives
  • Computer-based administrative duties
Qualifications for client coordinator
  • Minimum 2 years of experience in employment training, economic support programs or case management
  • Ability to plan, organize and manage multiple tasks in a fast paced environment
  • Adapts easily to learning new systems
  • Bachelor’s degree or equivalent education, training or work-related experience
  • Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems
  • Two years’ experience with supply ordering in a clinical laboratory environment
5

Client Coordinator Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client coordinator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client coordinator
  • Daily Fulfillments
  • Assist with Renewals
  • Premiums Updates
  • Plan Building
  • Discrepancy Resolving
  • Experience in the oil & gas industry is preferred but not required
  • Performs various clerical duties such as answering phones, data entry, processing of incoming medical records and imaging studies, filing, emailing, and proofreading as required
  • Monitor turn-around times and inform technicians of approaching due dates
  • Create new clients in the Laboratory Information Managemetn System (LIMS) and un-expire agreements
  • Support development of RFP (Requests for Proposal) process assisting the planning team with media plans, utilizing the full scope of NYT ad products that strategically address the advertiser’s needs and campaign objectives for both print and digital
Qualifications for client coordinator
  • Ability to understand clinical workflows and train new users
  • Must be able to work overtime, weekends, holidays, and flexible hours when needed
  • DDS EXPERIENCE
  • Proficient in office software programs, including the Microsoft Office suite
  • Familiarity with marketing and social media tools
  • Knowledge of customer relationship management (CRM) systems, specifically Neoserra/Outreach Systems

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