Client Service Coordinator

Overview
Are you passionate about delivering exceptional customer experiences and building strong client relationships? As a Client Service Coordinator, you will be at the heart of our client engagement efforts, ensuring smooth communication, efficient project management, and tailored support that drives satisfaction and loyalty. This dynamic role offers an exciting opportunity to combine your organizational skills with your enthusiasm for customer success in a fast-paced, innovative environment. Join us and be a vital part of a team dedicated to excellence, growth, and making a meaningful impact for our clients every day.

Duties

• Act as the primary point of contact for clients, providing timely and professional support across all communication channels
• Coordinate client onboarding processes, ensuring all necessary documentation and information are accurately collected and processed
• Manage project timelines, deliverables, and follow-ups to ensure client expectations are met or exceeded
• Utilize Customer Relationship Management (CRM) tools to track interactions, update client records, and analyze engagement data
• Collaborate with sales teams to support new business opportunities and account growth initiatives
• Assist in developing tailored solutions by understanding client needs, preferences, and feedback
• Monitor client accounts for potential issues or opportunities, proactively addressing concerns or suggesting enhancements
• Support marketing efforts by providing insights from client interactions and assisting with outreach campaigns
• Prepare reports on client activity, project progress, and analysis metrics to inform strategic decisions
• Maintain detailed records of all client communications, project updates, and service requests to ensure transparency and accountability

Skills

• Strong project management skills with the ability to coordinate multiple tasks simultaneously in a fast-paced environment
• Some experience in account management or customer service roles with a focus on building lasting relationships
• Proficiency in CRM platforms for managing customer data and tracking interactions
• Excellent communication skills—both written and verbal—to effectively convey information and foster trust with clients
• Ability to analyze data and generate insights that enhance service delivery and client satisfaction
• Familiarity with financial services industry terminology and practices is a plus
• Strong organizational skills with keen attention to detail in documentation and follow-up activities

Join us as a Client Service Coordinator where your proactive approach will help shape exceptional experiences for our clients. Bring your energy, expertise, and enthusiasm to a role that values your contribution—empowering you to grow professionally while making a real difference! This position is ideal for someone interested in building a career in financial services, with strong potential for professional growth.

Job Type: Full-time

Projected Total Compensation: $35,000.00 - $55,000.00 per year

Work Location: Hybrid remote in Reston, VA 20190