CrawlJobs Logo

Associate Coordinator, Client Services

United States 40000.00 - 55000.00 USD / Year · Job Posted December 25, 2025
Apply Position
Job Link Share

Job Description

As Associate Coordinator, Client Services, you will support client-facing excellence and operations, including pitch and proposal coordination and client meetings and interactions for the Client Services teams. You will liaise between internal teams and clients where necessary in collaboration with leadership.

Job Responsibility

  • Serve as the point of contact for internal client services leadership and cross-functions (Creative, Sci Comm, Finance, etc.)
  • Create kick-off documents and meeting materials that support client deliverables
  • Manage best practices across clients with enforcement of SOPs
  • Coordinate with Business Operations, Digital, Creative, and Editorial teams to ensure timelines as directed by client services leadership
  • Partner with client services on tasks such as proposal or SOW preparation, call setup, status updates, and other coordination tasks for business development
  • Pitch coordination: timelines, routing, and process management with Client Services Leadership
  • Support meeting coordination and routing of agenda items and action items post-call to ensure clarity and accountability
  • Support team meetings management and scheduling
  • Support regular project status meetings with internal core team and clients as necessary
  • Prepare, schedule, and participate in client status meetings as needed
  • document notes and action items for follow-up
  • Maintain contact with clients as a support function for timely and quality deliverables
  • Client-facing responsibilities as needed
  • Participate in department-wide meetings, training, and activities
  • Understand and follow processes and best practices
  • Participate in company trainings, meetings, and functions
  • Partner with client services teams to support Vaniam Group business development initiatives
  • Help traffic the pitch development process with internal teams, including setting up communication channels, creating timelines, documenting next steps, holding team members accountable for assignments, and coordinating deliverables

Requirements

  • Bachelor’s degree
  • Strong customer service focus
  • history of going above and beyond
  • Strong attention to detail and enjoyment of administrative tasks
  • Expert organization and follow-through skills
  • Strong skills in PowerPoint or other slide creation software
  • comfort with creating and formatting slide decks
  • Ability to communicate clearly and work collaboratively in a dynamic, virtual environment
  • Strong interpersonal skills
  • interact effectively and professionally at all levels
  • Excellent oral and written communication skills, including ability to provide clear direction and set expectations
  • Understanding of medical communications offerings and ability to describe them to clients and internal teams
  • Proficiency in Microsoft Office, Zoom, Slack, and similar systems
  • Ability to prioritize and meet tight deadlines
  • Ability to manage and prioritize workload
  • Responds well under pressure
  • flexible
  • Results-oriented with a commitment to accountability
  • Strong organizational and time management skills
  • Ensure highest standards of quality control for client materials
  • develop best practices protocols as appropriate
  • Ability to travel within the US and internationally as necessary (not to exceed 25%)

What we offer

  • 100% remote environment with opportunities for local meetups
  • Positive, diverse, and supportive culture
  • Passionate about serving clients focused on cancer and blood diseases
  • Investment in you with opportunities for professional growth and personal development through Vaniam Group University
  • Health benefits – medical, dental, vision
  • Generous parental leave benefit
  • Focused on your financial future with a 401(k) plan and company match
  • Work-life balance and flexibility
  • Flexible time off policy for rest and relaxation
  • Volunteer time off for community involvement
  • Emphasis on personal wellness
  • Virtual workout classes
  • Discounts on tickets, events, hotels, childcare, groceries, etc.
  • Employee assistance programs

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Associate Coordinator, Client Services

8 matching positions

Client Services Associate

Robert Half is partnering with a growing construction company seeking a Client S...
Location
Location
United States , San Diego
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of experience in Client Services, Customer Service, Operations Support, or Administrative roles within the construction industry
  • Strong understanding of construction workflows, order processes, and project coordination
  • Experience managing high-volume client communication via phone and email
  • Proven ability to handle order status inquiries, issue resolution, and customer follow-up from start to finish
  • Familiarity with construction terminology such as RFIs, submittals, purchase orders, and change orders preferred
  • Proficiency in Microsoft Office Suite (Excel, Outlook, Word)
  • Experience with CRM or ERP systems (Procore, Sage, or similar platforms a plus)
  • Strong communication and relationship-building skills with a customer-first mindset
  • Highly organized with excellent attention to detail and follow-through
  • Ability to multitask and prioritize in a fast-paced environment
Job Responsibility
Job Responsibility
  • Serve as the primary point of contact for clients regarding order status, project updates, service requests, and general inquiries
  • Respond to incoming phone calls and emails in a timely, professional manner while providing accurate information and updates
  • Provide proactive communication to clients regarding order tracking, delivery timelines, material availability, and project progress
  • Coordinate with internal departments (operations, sales, procurement, and project management) to ensure client needs are met
  • Research and resolve client issues related to orders, billing discrepancies, service delays, or product availability
  • Maintain accurate records of all client interactions, service requests, and order updates in CRM or ERP systems
  • Assist with processing and tracking purchase orders, change orders, and related documentation
  • Monitor open orders and ensure clients receive timely status updates throughout the lifecycle of each project
  • Support scheduling and coordination of deliveries, installations, or service timelines as needed
  • Identify service gaps or recurring issues and escalate appropriately to ensure client satisfaction
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Free online training
  • Fulltime
Read More
Arrow Right

Client Services Associate

Robert Half Finance & Accounting has partnered up with a global investment manag...
Location
Location
United States , Palm Beach
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of relevant industry experience within wealth management or asset management
  • Working knowledge of financial operations and data management
  • Demonstrated ability to manage multiple assignments simultaneously in a high-volume, deadline-sensitive setting
  • Strong attention to detail with effective organizational and follow-up skills
  • Ability to collaborate successfully with a small team while supporting shared service goals
  • Professional communication skills, both verbal & written
Job Responsibility
Job Responsibility
  • Coordinate day-to-day client service and operational support for wealth management accounts, ensuring requests are completed accurately and on schedule
  • Prepare and process investment-related documentation, cash movements, reconciliations, and other account administration tasks
  • Maintain client accounts by handling updates, monitoring operational activity, and supporting routine and ad hoc reporting needs
  • Partner closely with relationship management colleagues to deliver timely follow-through on client matters and service inquiries
  • Track service requests and administrative workflows with a high level of precision while meeting deadlines in a busy environment
  • Contribute to internal reporting and data oversight by compiling information, updating records, and monitoring key operational details
  • Use portfolio, custodial, and internal service platforms to manage daily processing and support account operations
  • Follow established compliance requirements, operational controls, and industry guidelines across all assigned activities
What we offer
What we offer
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Life insurance
  • Disability insurance
  • 401(k) plan
  • Free online training
  • Fulltime
Read More
Arrow Right

Client Services Associate

This role requires excellent communication skills and a strong ability to foster...
Location
Location
United States , Deerfield
Salary
Salary:
55000.00 - 58000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 2 years of experience in a customer service or liaison role.
  • Strong interpersonal and communication skills, with the ability to build positive relationships.
  • Bachelor's Degree required.
  • Experience in marketing or working with creative professionals is a plus.
  • Exceptional organizational skills and attention to detail.
  • Ability to work collaboratively in a team-oriented environment.
  • Proficiency in tracking and reporting project outcomes.
  • Commitment to providing superior customer service in all interactions.
Job Responsibility
Job Responsibility
  • Act as the primary point of contact between physician-clients, their staff, and patients, ensuring seamless communication.
  • Coordinate and oversee operational processes, including planning, implementing, and analyzing project outcomes.
  • Support the creation and distribution of marketing materials by collaborating with graphic designers, copywriters, and printers.
  • Develop and maintain strong relationships with clients to ensure satisfaction and address any concerns.
  • Provide exceptional customer service to all stakeholders, consistently exceeding expectations.
  • Track project progress and report on successes and areas for improvement.
  • Facilitate communication between internal teams and external clients to ensure alignment on goals and deliverables.
  • Ensure all patient interactions are handled with professionalism and empathy, fostering trust and confidence.
What we offer
What we offer
  • bonus
  • health
  • vision
  • dental
  • 401k
  • PTO
  • Fulltime
Read More
Arrow Right

Client Services Associate or Manager

We are looking for an experienced and detail-oriented Client Services Associate ...
Location
Location
United States , Minneapolis
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Associate’s degree or higher preferred, or 5+ years of relevant experience in client services
  • Possession of Series 7, 66, and MN Life and Health Insurance License is preferred but not required
  • Willingness to pursue securities licensing
  • candidates must be eligible to work in the U.S.
  • Strong verbal and written communication skills, with a detail-oriented approach to engaging with clients, executives, and external partners
  • Proven ability to deliver exceptional client service and build strong relationships
  • Excellent organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment
  • Familiarity with investment advisory services, client administration, and capital markets
  • Demonstrated ability to work effectively both independently and collaboratively within a team
Job Responsibility
Job Responsibility
  • Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals
  • Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing
  • Assist with client onboarding processes to ensure smooth transitions and effective communication
  • Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed
  • Provide proactive and responsive support for client inquiries regarding investment-related services
  • Facilitate internal communications for executives, including meeting coordination and administrative support
  • Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow
  • Uphold confidentiality standards for all client and firm-related information
  • Support executives in streamlining communication and managing priorities related to client services and transactions
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Client Services Associate

We are looking for a dedicated and experienced Client Services Associate to join...
Location
Location
United States , Portage
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A minimum of 5 years of experience in the financial services industry
  • Bachelor's degree in finance, economics, business, or a related field is preferred
  • Proficiency in using financial systems and software, with the ability to learn new platforms quickly
  • Strong organizational skills and exceptional attention to detail
  • Excellent verbal and written communication abilities
  • Proven problem-solving skills with the capacity to work independently and collaboratively
  • Self-motivated and results-driven with a goal-oriented mindset
  • Demonstrated professionalism, discretion, and adherence to ethical standards
Job Responsibility
Job Responsibility
  • Collaborate with the investment team to prepare portfolio recommendations and documentation for client meetings
  • Participate in client meetings and manage follow-up tasks to ensure seamless communication
  • Facilitate the onboarding process for new clients by collecting necessary information and completing required paperwork
  • Update and maintain client records in the organization's system, ensuring all data is accurate and current
  • Process client requests promptly and accurately, including beneficiary updates, address changes, account transfers, required minimum distributions (RMDs), and money movements
  • Execute trades based on recommendations provided by the investment team
  • Coordinate with custodians, fund companies, and other financial institutions to address transactions and resolve account-related issues
  • Input client information into financial planning software and assist in the analysis and preparation of presentations
  • Uphold strict confidentiality of client information and comply with all regulatory standards and guidelines
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan
Read More
Arrow Right

Office & Client Services Associate

Our client is looking for an enthusiastic, self motivated person to join their F...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
12.21 GBP / Hour
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in a customer service role with excellent verbal and written communication skills
  • Administrative and organisational experience
  • Customer service or sales experience - ideally in property, hospitality, or retail
  • Quick-thinking and able to respond effectively & efficiently
  • Confident, courteous, and professional demeaner
Job Responsibility
Job Responsibility
  • Deliver front of house support to residents and visitors, creating a welcoming environment where individuals feel comfortable raising concerns about their accommodation or wellbeing
  • Accurately update and manage the company's internal booking and customer relationship management systems
  • The role includes a sales element - encouraging re-lets, conducting show flat tours and supporting the lettings process
  • Assist with property tours to support maximum occupancy
  • Ensure the building is operated and maintained in line with company policies and procedures to provide a high-quality service
  • Respond promptly and effectively to enquiries and complaints, taking appropriate action in accordance with company procedures
  • Gather and act on feedback to continuously improve services
  • Organise and deliver monthly events and assist with the coordination of open days
  • Maintain review scores across all platforms at or above 4 stars
  • Comply with all Health and Safety regulations
What we offer
What we offer
  • 25 days holiday, plus bank holidays
  • Paid overtime
  • Pension scheme
  • Life Assurance cover
  • Employee Assistance Scheme
  • Fulltime
Read More
Arrow Right

Client Services Associate

Our financial management organization is seeking a proactive, customer-focused C...
Location
Location
United States , Del Mar
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous experience in client services, financial services, or a related administrative role preferred
  • Strong interpersonal and communication skills, with a client-first mindset
  • Exceptional attention to detail and organizational abilities
  • Proficiency in Microsoft Office Suite
  • experience with CRM or financial software a plus
  • Ability to maintain confidentiality and professionalism at all times
  • Bachelor’s degree in business, finance, or related field preferred, but not required
Job Responsibility
Job Responsibility
  • Serve as a primary point of contact for clients, responding promptly to inquiries via phone, email, and in person
  • Support financial advisors with client onboarding, documentation, and account maintenance
  • Coordinate the collection and processing of client documents, ensuring accuracy and confidentiality
  • Prepare and review account forms, transfer requests, and related paperwork
  • Assist in the preparation of client meetings, reports, and presentation materials
  • Maintain up-to-date client records and support data entry into CRM and portfolio management systems
  • Help resolve client service issues and escalate as necessary
  • Collaborate with internal teams to support compliance, operations, and administrative tasks
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan
  • Fulltime
Read More
Arrow Right

Client Services Associate

We are looking for a dedicated and detail-oriented individual to join our client...
Location
Location
United States , Philadelphia
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of two years of administrative experience working with detailed information
  • Previous experience in financial services, brokerage, or advisor teams
  • Strong organizational skills and ability to manage multiple priorities effectively
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office applications, particularly Excel
  • High school diploma required
  • Motivated team player with a commitment to continuous growth
Job Responsibility
Job Responsibility
  • Prepare and process account documentation to support client service operations
  • Compile onboarding packets and create reports for client meetings
  • Provide administrative assistance for financial planning and investment advisory services
  • Coordinate with financial institutions to manage account setups, transfers, and maintenance
  • Organize and maintain accurate client records, ensuring timely handling of sensitive documents and correspondence
  • Assist advisors by preparing review materials, generating reports, and managing mail logistics
  • Schedule and organize office meetings and facilitate client communications
  • Work onsite at least two days per week to support operational needs
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right