Client Services Coordinator Job Description

Client Services Coordinator Job Description

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Client services coordinator provides answers to clients' questions about IT problems and help meet their business needs through innovative IT solutions.

Client Services Coordinator Duties & Responsibilities

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

Sample responsibilities for this position include:

Maintain solid understanding of new workplace technologies with technical lead
Collaborate with business coordinators on creating User Technology profiles
Day to day management of various online and mobile sponsorship and advertising campaigns
Campaign development and execution, includes heavy involvement with external agencies and internal departments within MLBAM including legal, design and technical production
Setting up campaign advertising with the Ad Ops team, verifying tracking is in place (internal & 3rd party), monitoring delivery, making optimizations
Reporting on all elements of campaigns using internal and external systems (.i.e
Preparing billing reporting and invoice requests for Finance
Attend various meetings on a weekly basis, including internal sponsorship group meetings, other internal depts
Provide support and guidance to existing Metrostudy Building Product Manufacturer members
Act as an account manager for all national BPM accounts

Client Services Coordinator Qualifications

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

Licensing or Certifications for Client Services Coordinator

List any licenses or certifications required by the position: ITIL, CII, EA, CPA, BLS, UL, CCNA, V3, CFP, OS

Education for Client Services Coordinator

Typically a job would require a certain level of education.

Employers hiring for the client services coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Real Estate, Education, Marketing, Business, Computer, Communication, Legal, Communications, Associates, Medical

Skills for Client Services Coordinator

Desired skills for client services coordinator include:

Marketing campaigns and innovative solutions to your clients
Typical products and services
Word and Excel
Labor and employment laws
Word
Clients’ operations
Financial terms and principles
Have the ability to work through business challenges by collaborating to develop solutions to everyday problems
Emerging technologies
Circular production

Desired experience for client services coordinator includes:

Be a product expert on all Metrostudy’s offerings and platforms
Develop strong relationships with each assigned account and learn each account’s stakeholders & renewal decision makers (key contacts), power users, business processes/workflow as it relates to its real estate intelligence needs, met/unmet needs
Track and measure account engagement
Identify solutions to improve engagement within all accounts Set-up and customize application output per member’s requirements
Assist on project management with large scale projects, coordinating delivery dates and acting as a liaison between BPM sales channel and Custom Services fulfillment department
Provide support and guidance to existing Metrostudy customers

Client Services Coordinator Examples

1

Client Services Coordinator Job Description

Job Description Example
Our innovative and growing company is looking for a client services coordinator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client services coordinator
  • Track and monitor client engagement in Salesforce.com, application usage reports, and other profiling systems
  • Extract data from a proprietary database and manipulate information into polished client facing reports
  • Maintain Inventory management, Asset Management, and PC Refresh for all Supported Business Units
  • Provide support and guidance to existing Metrostudy and REE members
  • Create awareness of both company’s programs, offerings, and tools to encourage customer engagement and product usage in as many forms as possible
  • Act as an account manager for all accounts assigned to your book of accounts
  • Be a product expert on all Metrostudy and REE’s offerings and platforms
  • Identify solutions to improve engagement within all accounts
  • Assist on project management with large scale projects, coordinating delivery dates and acting as a liaison between REE sales channel and Metrostudy Regional Directors
  • Provide administrative support to Senior Vice President of National Sales & National/Regional Account Manager
Qualifications for client services coordinator
  • CRM management experience
  • Microsoft office suite - esp
  • Mortgage product knowledge a plus
  • A self-starter with strong communications (both written & verbal), interpersonal and problem solving skills
  • Oversee Local Ticket Queue
  • Minimum 2 years of experience in a related capacity, preferably supporting IT departments and workflows
2

Client Services Coordinator Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of client services coordinator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client services coordinator
  • Assist with contact updates to proprietary client contact database across asset classes
  • Work with Treasury team internally on wire-related requests and updates, including following up on missing wire transfers
  • Assist with distribution of investment-related correspondence and official Firm correspondence to current clients
  • Field ad hoc investment-specific questions through collaboration with other internal teams
  • Assist with investor transfers of interest and name changes
  • Oversee daily progress of client print ads for designated regional editions of Luxe
  • Provide creative direction to advertisers while maintaining the integrity of the brand
  • Manage reprints and sales
  • Promote lead generation to sales teams for special projects and digital sales
  • Primary role is development, implementation and execution of radio, digital and onsite promotions and initiatives for national clients
Qualifications for client services coordinator
  • Experience as a sales assistant / traffic coordinator a plus
  • Salesforce knowledge beneficial
  • Management and expertise of Sales and Broadcast systems
  • Competency with Private Equity terminology and Alternative Asset classes
  • Familiarity with and ability to learn all aspects of contact data maintenance and manipulation of database system
  • Alternative Investment exposure
3

Client Services Coordinator Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of client services coordinator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client services coordinator
  • Front-facing with myriad internal teams and external Client/Agency relationships
  • Ensure each client meets their minimum benefits across the site, social, and newsletters
  • Schedule out each client’s benefits across platforms, working with the site editor to provide social and main site content
  • Manage all client reporting on a monthly, quarterly, and yearly basis
  • Keep Sales Team advised on productFIND client issues/problems and resolutions
  • Troubleshoots technical/design issues
  • Produces a weekly products newsletter under the guidance of the site editor
  • Prospect and cultivate leads into long-term clientele
  • Provide support to the division staff with projects such as compiling and organizing player statistics, updating and maintaining recruitment materials
  • Assist with various client service projects, including coordinating appearance, booking car services, coordinating shipping of materials, logistical support and other immediate client needs
Qualifications for client services coordinator
  • At least 1-2 years of experience in cable or broadcast sales/media planning (cable preferred)
  • Prior media experience is strongly preferred, as is proficiency in Photoshop and InDesign
  • Must have a minimum 1-2 years of media sales or buying experience with proven sales track record
  • Working knowledge of how to read/build TV Media plans, Appian, Operative One, JIRA, Central Desktop, and ComScore a plus
  • Experience with Broadway, Doubleclick, Auditude, Omniture, FreeWheel, and Ad Marvel
  • Sales/media planning or buying experience at an agency/direct advertiser or publisher sales environment
4

Client Services Coordinator Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of client services coordinator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client services coordinator
  • Assist team with research projects including researching potential endorsements, contact names, industry trends, or other market research projects
  • Provide general administrative support to the division such as prepare, proofread and send correspondence, and organize files
  • You will liaise with Senior Management, responding to requests and queries
  • Identify opportunities to offer additional or
  • Work within set timeframes and SLA’s
  • Collate reports and Market Information for Senior Managers
  • Assess the market to provide the best policies and benefits packages
  • You will work towards gaining you CII certification in Life and Pensions CII
  • Liaising with all departments (particularly Accounting, YouTube/UGC, Operations, Deliveries, ) to meet client needs
  • Communicate and effectively negotiate and manage the delivery schedule and timeline for all assigned client deliverables and commitments
Qualifications for client services coordinator
  • Related Bachelor’s degree and 1+ year of relevant work experience
  • Experience working on the business side of professional Basketball and a track record of establishing relationships in the industry preferred
  • Web content update and database management software experience
  • Demonstrated hands-on technology support is a plus
  • Excellent and confident communication skills at all levels of seniority
  • Experience conducting research using MLS, Costar, and the Internet is a plus
5

Client Services Coordinator Job Description

Job Description Example
Our company is searching for experienced candidates for the position of client services coordinator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client services coordinator
  • Assist in the resolution of client questions, concerns and service issues, including undertaking appropriate efforts to identify appropriate resources that can provide information and perform efforts required to resolve any such questions, concerns, and service issues
  • Work closely with other coordinators and the research teams to provide clients with timely coordination of analyst interactions
  • Ensure that all analyst interaction sessions have been successfully completed and delivered to clients without incident
  • Support inquiry, briefings, and client services projects
  • You will work towards gaining you CII certification in Life and Pensions
  • Responsible for the coordination and completion of client support in accomplishing program reporting, statement processing, data management, inventory management and performance analysis
  • Responsible for development and documentation of processes and procedures associated with client and internal activities
  • Participates in client and internal projects as necessary
  • Responsible for providing back-up support to the Account Manager when applicable
  • Provides technical support by updating and auditing servicing systems used for all product lines
Qualifications for client services coordinator
  • Familiar with the Los Angeles market and demographic breakout
  • Coordinate content to create proposals, pitch presentations, tour packages for brokers from start to full completion
  • Assist with property marketing campaigns/plans as it relates to Broker(s) listings
  • Maintain calendars, records of correspondence, project management reports and client activity reports
  • Review marketing material specifications and acts as point of contact and liaison with centralized marketing, analysis and research groups to coordinate the completion and submission of financial, marketing and various client specific property data to incorporate into customized property information packages
  • Prepare market and property surveys

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