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Client Service Coordinator
Job
Confidential
Center Valley, PA (In Person)
$45,000 Salary, Full-Time
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Job Description
Job Summary We are seeking a dynamic and highly organized Client Service Coordinator to join our team! In this vital role, you will serve as the primary point of contact for clients, ensuring their needs are met with professionalism and enthusiasm. Your energetic approach will help foster positive relationships, streamline office operations, and support our commitment to exceptional customer service. If you thrive in a fast-paced environment, possess excellent communication skills, and have a passion for helping others, this is the perfect opportunity to grow your career while making a meaningful impact. This paid position offers a chance to develop valuable office management and administrative skills in a supportive team setting. Responsibilities Greet clients and visitors warmly at the front desk, providing outstanding customer service and ensuring a positive first impression Manage multi-line phone systems efficiently, directing calls promptly and professionally Handle appointment scheduling, calendar management, and coordinate meetings using various digital tools (Microsoft Software and CRM/Salesforce) Perform data entry, filing, and maintain accurate records to support office operations and client files Support office management duties including supply inventory, organizing documents, correspondence, and maintaining cleanliness of the reception area Serve as a trusted point of contact for client inquiries and service requests Coordinate account openings, transfers, and maintenance as needed Complete meeting preparation materials for multiple advisors, including meeting agendas and relevant reports