Client Services Coordinator Position Available In Essex, Massachusetts

Client Services Coordinator Ameriprise Financial – 3.8 Andover, MA Job Details Full-time From $60,000 a year 13 hours ago Qualifications Teamwork Customer service Salesforce Mid-level Managing clients in a customer support role Analysis skills Project management Attention to detail Financial services SaaS Communication skills Customer relationship management Client interaction via phone calls Full Job Description Job Summary We are seeking a dedicated and detail-oriented Client Services Coordinator to join our team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met and fostering strong relationships. You will utilize your skills in customer service, project management, and customer relationship management to enhance client satisfaction and drive business success. Duties Serve as the main liaison between clients and internal teams to facilitate communication and address client inquiries. Utilize Salesforce to manage client interactions, track project progress, and analyze client data for insights. Collaborate with sales and marketing teams to identify opportunities for upselling and cross-selling services. Manage multiple projects simultaneously, ensuring timely delivery of services while maintaining high-quality standards. Analyze client feedback and market trends to recommend improvements or new services that align with client needs. Provide exceptional customer service by resolving issues promptly and effectively, enhancing overall client experience. Prepare reports on client engagement metrics and project outcomes for internal review. Skills Strong communication skills, both verbal and written, with the ability to convey information clearly and effectively. Proficiency in Salesforce or similar Customer Relationship Management (CRM) software. Excellent analytical skills to assess data trends and make informed decisions. Proven experience in project management with the ability to prioritize tasks effectively. Background in financial services is a plus but not required. A solid understanding of customer service principles and practices. Familiarity with SaaS (Software as a Service) products is advantageous. Ability to work collaboratively within a team environment while also being self-motivated. Join us as we strive to provide exceptional service to our clients while fostering a positive work environment. Your expertise will play a crucial role in our success!

Job Type:

Full-time Pay:

From $60,000.00 per year

Schedule:

8 hour shift Monday to

Friday Work Location:

In person