Client Service Coordinator
Hybrid
Core
Coordinate client service operations, schedule consultations, and manage advisor qualifications to support research projects.
Role type
Client Service Coordinator
Builds
Client consultation schedules and project tracking workflows (via careerplan.io/jobs/8793814002-client-service-coordinator-at-guidepoint)
Domain
Research services / Professional services
Deliverable
dashboards & analysis
Required skills
Scheduling, coordination, project tracking, advisor qualification, multi-tasking, MS-Office, Outlook, Google Suite
Preferred skills
Project management experience, high-call volume environment experience