Client Services Coordinator Job at Robert Half (Rancho Bernardo)

Client Services Coordinator

The Client Services Coordinator (CSC) is responsible for actively and effectivel...

Location

Salary:

Not provided

TC Delivers

Expiration Date

Until further notice

Requirements

College degree desirable but not required or a minimum two years customer service/job coordinating experience
Must be computer literate and able to learn a wide variety of office software programs
Familiar with Word, Excel, and other applications
Must possess good interpersonal and communication skills
Ability to develop alternate methods to resolve complex problems
Effective verbal and written communication skills
High quality standards
Must be detail and results oriented
Organized
Highly motivated, innovative and independent

Job Responsibility

Actively and effectively communicating with the production team, marketing team, clients, outside vendors, etc. to achieve successful completion of all sales orders and processing jobs
Liaison between our marketing team and production team
Evaluate the Sales Orders, Production Requirement Sheets and job Jackets for thoroughness
Place any job on hold due to incomplete Sales Orders, Production Requirement Sheets and Job Jackets
Interact and schedule work with all facets of our production team, with clients and outside vendors
Place outside purchases within TC Delivers protocol regarding mail list acquisition, commercial print, envelopes, paper, etc. for production jobs
Accept postage checks for upcoming work

Associate Coordinator, Client Services

As Associate Coordinator, Client Services, you will support client-facing excell...

Location

United States

Salary:

40000.00 - 55000.00 USD / Year

Vaniam Group

Expiration Date

Until further notice

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

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

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

Fulltime

Client Service Coordinator

We are looking for a team-oriented candidate with strong communication and relat...

Location

Salary:

60000.00 - 80000.00 USD / Year

canfield scientific

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, communication, or marketing preferred
2+ years’ experience in a professional sales or customer service environment
Proficient with Microsoft Office
Experienced in working autonomously with the ability to prioritize tasks
Strong customer service skills to build and maintain strong client relationships
Solid time management and organizational skills
Comfortable working with customers buying hardware and software products

Job Responsibility

Develop relationships with regional customers and act as primary contact, providing regular account status details, new product and upgrade information, training, and webinar opportunities
Support outside sales team to document opportunities, develop proposals, and provide product information to prospective customers
Maintain customer records and deliver sales and service reports to team members
Provide overall account administration to support customers

What we offer

Paid days off
Medical, dental, and vision insurance
May be eligible for a discretionary bonus
401(k) plan with employer match (currently set at 50%)

Fulltime

Client Service Coordinator

We are seeking a Client Service Coordinator - Associate to join our team in the ...

Location

United States , Cincinnati

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in answering inbound calls to assist clients and provide them with information
Experience in scheduling appointments, meetings, and calls to ensure smooth business operations
Fast and accurate typing skills for efficient documentation and communication
Ability to manage filing systems effectively, ensuring that all documents are properly stored and easily retrievable
Excellent communication skills to interact with clients professionally and clearly
Experience in handling conference calls, including setting up, moderating, and troubleshooting
Proficiency in Microsoft Office Suites for creating presentations, managing data, and drafting reports
Capability to lead special projects, demonstrating leadership, initiative, and strategic planning
Willingness to work onsite, demonstrating flexibility and commitment
Experience in coordinating meetings, including setting agendas, inviting participants, and keeping minutes

Job Responsibility

Coordinate meetings and conference calls to ensure smooth communication within the team
Handle inbound calls, addressing customer inquiries and concerns professionally and promptly
Maintain an organized filing system for easy accessibility of documents
Distribute incoming mail to the appropriate recipients in a timely manner
Utilize Microsoft Office Suites and Microsoft Teams for various administrative tasks
Lead special projects, demonstrating strong organizational skills and attention to detail
Exhibit strong communication skills in all interactions, both internally and externally
Prioritize tasks effectively to meet deadlines and commitments
Provide general administrative support to the department, including typing and scheduling
Ensure the office is well-stocked with necessary supplies and equipment for efficient operation

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Client Service Coordinator

Join Our Team as a Client Service Coordinator at Signarama! Are you passionate a...

Location

United States , Sioux Falls

Salary:

16.00 - 19.00 USD / Hour

Signarama Alexandria

Expiration Date

Until further notice

Requirements

Strong proficiency in computer operations, including Windows Office and POS systems
Excellent command of the English language with strong spelling, grammar, and proofreading skills
Mathematically inclined with the ability to learn square footage, reading a tape measure, conversions between decimals, percentages, and fractions
Understanding of basic sales
Exceptional communication and customer service skills
Ability to stand for extended periods and manage frequent computer use
Reliable transportation to & from work
High-school diploma or equivalent

Job Responsibility

Customer Engagement: Respond promptly to customer inquiries in person and over the phone, provide expert recommendations and accurate estimates, and guide them through the order process
Marketing Execution: Implement store marketing strategies
Sales Support: Process work orders with precision, secure necessary down payments, and finalize payments upon project completion
Relationship Management: Maintain strong relationships with both vendors for sourcing and the production team to ensure clarity and quality in all orders
Operational Excellence: Assist in various store operations, ensure all administrative tasks like reporting and invoicing are handled efficiently, and maintain a clean and professional store appearance

What we offer

Bonus based on performance
Employee discounts
Health insurance
Opportunity for advancement
Paid time off
Training & development
Professional Development Opportunities
Dynamic and Supportive Work Environment

Fulltime

Client Support Coordinator

Our client is a well-established Private/Commercial Banking and Wealth Managemen...

Location

United Kingdom , Exeter

Salary:

26000.00 - 33000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Experience in delivering excellent customer care, preferably in a bank / finance setting
Education A Levels or equivalent
Ability to provide a high level of client service, ensuring the client is at the heart of everything we do
Strong numeracy, literacy, and computer skills
Knowledge of savings, banking, or financial services is desirable
Previous experience in a client-facing role within the financial sector preferred but not essential
Ability to work effectively within a team environment
Excellent verbal and written communication skills
Strong organisational and time management skills
Ability to maintain confidentiality and exercise discretion

Job Responsibility

Handle incoming calls and respond to internal and external client inquiries related to account balances, statements, and transactions
Obtain remitting details for processing and complete FX deal tickets as needed
Process internal transfers and ensure all payment process requirements are met
Address card-related queries, including activation requests, PIN reminders, and unauthorised card transactions
Handle client payment requests, ensuring adherence to company procedures
Provide support for Online Banking and Mobile App queries, password resets, and online payment verifications
Assist with cheque queries, stop cheque requests, and standing order and direct debit inquiries
Manage amendments to static data, including address changes
Process other requests such as audit letters and tax certificates
Maintain client records, ensuring efficient archiving and filing

What we offer

Competitive salary
pension and holiday allowance
private health cover
discretionary bonuses
progression opportunities

Fulltime

Property Services Coordinator

Temporary Property Services Coordinator position in Camden, London, focused on d...

Location

United Kingdom , London

Salary:

18.23 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Coordinate operative and subcontractor resources
Manage IT systems and ensure operatives effectively use PDAs
Track job statuses daily
Maintain professionalism in all interactions
Serve as a link between residents and maintenance teams
Work closely with administrators, operatives, and supervisors
Assist in controlling costs related to manpower, equipment, and stock

Job Responsibility

Coordinate operative and subcontractor resources for timely repairs
Manage IT systems and PDA usage
Track job statuses and provide updates
Maintain professional communication with service users, clients, and stakeholders
Serve as liaison between residents and maintenance teams
Collaborate with team members for efficient service delivery
Assist in cost control and efficiency improvements

Fulltime

Client Service Officer

Location

Salary:

Not provided

Award Global

Expiration Date

Until further notice

Requirements

Strong written and verbal communication skills
Ability to multitask, prioritize, and manage time effectively
Ability to retain and recall important information
Capacity to work independently and proactively
High aptitude for following communication guidelines, procedures, and policies
Bachelor’s degree in Business Administration, Finance, Marketing, or a related field
CET (College English Test) Band 6 or above
Customer service-related experiences will be preferred

Job Responsibility

Direct communication with external brokers via WeChat and email to understand their needs and find the best ways to submit loans to WFG
Improve the process for external broker submissions
Conduct credit checks for external submissions, including servicing tests and pre-checking submitted documents
Coordinate with the credit team, valuation team, lenders, Loan Officers (LO), and others about case submissions and follow-ups
Discuss training topics with other BDMs and conduct a 40-minute training session biweekly
Handle internal broker inquiries and scenario checks
Help brokers understand policies and qualify deals
Send exception forms to WFG lenders and follow up
Proactively maintain cooperative relationships, enhance interactions, and manage performance
Authority to make decisions regarding broker support processes and training coordination

Client Services Coordinator

Robert Half

Location:
United States , Rancho Bernardo

Category:
-

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 10, 2026

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