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JR
Jessop Retirement Services
Client Service Coordinator
Entry-Level JobVerifiedNo experience needed
Career Insights for Customer Service Representative (General)
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Based on Utah data
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What they do
A Customer Service Representative interacts directly with customers to answer questions and solve problems. Communicates with customers in person, over the phone or online. Provides help with troubleshooting technical problems for equipment or software. Keeps records of customer communications and transactions.
$39,159 / year median in Utah
-8% projected decline
Job Description
Overview We are seeking a dynamic and organized Client Service Coordinator to join our team! In this vital role, you will serve as the first point of contact for clients and visitors, ensuring a smooth and professional experience from the moment they walk through the door or call in. Your energetic approach, combined with strong organizational skills and technical proficiency, will help foster positive relationships and streamline office operations. This paid position offers an exciting opportunity to develop your administrative expertise while contributing to a vibrant, client-focused environment. Responsibilities Greet clients, visitors, and vendors with professionalism and enthusiasm. Educate clients on different services available. Help inform clients on different retirement plans and assist them in signing up. Manage appointment scheduling and calendar coordination using productivity software and calendar management tools. Maintain accurate records through data entry, filing, and updating spreadsheets using Microsoft Office applications. Assist with office management tasks such as supply inventory, document proofreading, and general clerical support. Support client communication efforts by preparing correspondence, follow-up emails, and documentation. Utilize technical skills to operate office equipment, manage computer systems, and ensure overall office productivity. Skills Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with spreadsheets for data management. Strong computer literacy with experience in data entry, file organization, and document processing. Excellent phone etiquette skills with experience managing multi-line phone systems. Bilingual abilities are a plus to effectively communicate with diverse clients. Previous office management or administrative experience is highly desirable. Exceptional organizational skills with the ability to multitask efficiently in a fast-paced environment. Knowledge of QuickBooks or similar accounting software is advantageous for handling billing or invoicing tasks. Demonstrated customer service skills with a friendly demeanor and professional communication style. Ability to proofread documents accurately while maintaining attention to detail. Strong time management skills to prioritize tasks effectively and meet deadlines. Join us as a Client Service Coordinator where your proactive attitude and dedication will make a meaningful impact! We value energetic professionals who thrive on delivering outstanding service while supporting daily office operations in a collaborative environment.