client coordinator

IMA Financial Group

<div>ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
<ul>
<li>Supports and demonstrates IMA's core values</li>
<li>Values and understands the importance of diversity, equity, and inclusion among all IMA associates.</li>
<li>Supports Account Manager in daily tasks and projects, including client and carrier communication, renewing client benefits, assisting with open enrollment and performing audits.</li>
<li>Assists with calls and emails for questions concerning medical, dental, vision, life insurance and other benefits.</li>
<li>Involved with enrollment processes by entering enrollments in systems, helping Human Resource clients and employees, and submitting information to insurance carriers.</li>
<li>Assists with compliance by providing clients documents, requesting information from insurance carriers, and record keeping of up-to-date documents.</li>
</ul>
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
<ul>
<li>6 months similar or related experience in office setting. Preference given to insurance and/or healthcare.
</li><li>Experience with MS Office products PowerPoint, Outlook, Word, Excel. Preferred experience Adobe InDesign</li>
<li>2 year college degree preferred or equivalent experience</li>
<li>Detail oriented</li>
<li>Oral and written communication and interpersonal skills</li>
<li>Ability to be firm and persuasive, while maintaining good relationships</li>
<li>Ability to handle sensitive information with confidentiality</li>
<li>Excellent organizational skills and ability to prioritize</li>
<li>Spanish language skills a plus</li>
</ul>
COMPETENCIES &amp; TRAITS:
<ul>
<li>Building relationships</li>
<li>Invests in relationships to best achieve shared results.</li>
<li>Interpersonal skills</li>
<li>Ability to foster and maintain healthy, mutually beneficial relationships with others.</li>
<li>Displays emotional intelligence by controlling and expressing emotions professionally and respectfully to create and maintain productive relationships.</li>
<li>Problem Solving</li>
<li>Ability to view situations in an objective or critical manner and choose the best solution accordingly.</li>
<li>Uses brainstorming techniques to create a variety of solutions, thinking outside the box when necessary.</li>
<li>Communicating</li>
<li>Actively listens, shares information, and proposes suggestions and solutions.</li>
<li>Expresses oneself effectively both orally and in written form.</li>
<li>Technology</li>
<li>Learns and utilizes current and new technologies.</li>
<li>Embraces technology changes and improvements.</li></ul><div> 
Compensation &amp; Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: 
 
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&amp;D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
<ul><li>These benefits do not apply to internship roles.</li></ul>

Why Join IMA?

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry
<ul>
<li>2020-2023 Business Insurance Magazine Best Places to Work in Insurance</li>
<li>2023 Inc. Magazine's Best Workplaces</li>
<li>2023 Denver Business Journal's Best Places to Work</li>
<li>2022-2023 Connecticut Top Work Places
</li><li>2021-2023 Inc. 5000's List of Fastest Growing Companies
</li><li>2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies</li>
<li>2022-2023 Kansas City Business Journal's Best Places to Work</li>
<li>2021-2023 Charlotte Business Journal's Best Places to Work
</li><li>2021-2023 Los Angeles Business Journal's Best Places to Work</li>
<li>2021-2023 The Salt Lake City Tribune Top Work Places</li>
<li>2021-2022 Puget Sound Business Journal's Washington's Best Workplaces</li>
<li>2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category</li>
<li>2021 Dallas Business Journal's Best Places to Work</li>
<li>2021 Alaska Journal of Commerce's Best Workplaces in Alaska</li></ul> 


This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.</div></div>

Client Coordinator

WMA Interiors L.L.C

Reception &amp; Client Experience CoordinatorCompany: The Barkley &ndash; Premium Pet HospitalityLocation: Dubai⸻About The BarkleyThe Barkley is a premium pet hospitality center offering structured short- and long-term stays for dogs and cats. We focus on operational excellence, hygiene, safety, and professional client communication.We are building a disciplined, high-standard environment &mdash; similar to a boutique hotel, but for pets.⸻Role OverviewWe are hiring a highly organized and professional Reception &amp; Client Experience Coordinator to manage front desk operations, booking control, payment processing, and daily client communication.This role is critical to maintaining premium standards and financial control.⸻Key ResponsibilitiesFront Desk &amp; Client Management<ul><li>Handle all incoming calls and WhatsApp inquiries</li><li>Manage bookings and occupancy scheduling</li><li>Conduct structured check-in and check-out procedures</li><li>Ensure all required forms are completed and signed</li><li>Collect full payment before pet release (strict policy enforcement)</li></ul>Financial &amp; Administrative Control<ul><li>Issue invoices and track payments</li><li>Maintain accurate daily revenue reports</li><li>Prevent revenue leakage by enforcing payment discipline</li><li>Log incidents, complaints, and client feedback</li><li>Maintain organized digital and physical records</li></ul>Client Experience<ul><li>Send structured daily updates (photos/videos) for long stays</li><li>Communicate professionally and confidently with pet owners</li><li>Handle complaints calmly and document them properly</li><li>Maintain a clean, organized, and welcoming reception area</li></ul>Operational Coordination<ul><li>Coordinate with floor staff regarding arrivals/departures</li><li>Monitor occupancy levels and report weekly</li><li>Support inventory tracking (food, supplies)</li></ul>⸻Required Profile<ul><li>Minimum 2 years experience in hospitality, hotel front desk, clinic reception, or similar structured environment</li><li>Strong English communication skills (Arabic is a plus)</li><li>Confident personality with ability to enforce policies politely</li><li>Highly organized and detail-oriented</li><li>Comfortable handling payments and cash control</li><li>Able to work in a structured, rule-based environment</li><li>Calm under pressure</li><li>Not emotionally reactive</li></ul>⸻What We Are NOT Looking For<ul><li>Casual pet lovers without admin discipline</li><li>Individuals uncomfortable enforcing payment policies</li><li>Disorganized or reactive personalities</li><li>People who avoid documentation</li></ul>⸻What We Offer<ul><li>Stable and structured work environment</li><li>Clear authority and operational systems</li><li>Opportunity to grow within a premium brand</li><li>Competitive salary (based on experience)</li></ul>⸻ImportantThis is not a casual role.This position is the control center of our operation.We value discipline, structure, and professionalism.Job Type: Full-timePay: AED4,000.00 - AED5,000.00 per month

Receptionist and Client Coordinator

ATX Bubbles

About ATX BubblesATX Bubbles transforms ordinary events into extraordinary experiences through custom balloon installations, LED marquee letters, and premium event rentals throughout Austin, Texas. From birthdays and weddings to corporate activations, we design and execute high-impact visual moments that leave lasting impressions.We are a fast-growing event production company looking for someone who wants to grow with us.Position OverviewThis is a full-time hybrid role that combines hands-on event production with client coordination and creative project support.You will assist with event prep, installation, and teardown &mdash; while also contributing to client communication, quoting, and project planning. This role is ideal for someone who enjoys both working on-site and contributing to the event planning and execution behind the scenes.Key Responsibilities: Event Production &amp; Installation<ul><li>Design and construct balloon installations and d&eacute;cor elements</li><li>Execute event setup and teardown at venues across Austin</li><li>Transport materials, inventory, and equipment safely</li><li>Work on ladders and in various venue environments</li><li>Troubleshoot and problem-solve on-site during installations</li></ul>Event Prep &amp; Operations<ul><li>Prepare inventory and materials for upcoming events</li><li>Assist in quality control before client delivery</li><li>Maintain warehouse organization and inventory flow</li><li>Ensure materials and equipment are handled with care</li></ul>Client Coordination &amp; Project Support<ul><li>Assist with client communication and quoting</li><li>Support project design and concept planning</li><li>Help ensure accurate timelines and seamless execution</li><li>Deliver exceptional customer service during events</li><li>Contribute ideas to improve systems and processes</li></ul>Schedule ExpectationsThis is not a traditional 9&ndash;5 position. Event schedules vary, and work hours are driven by client timelines. While this is a full-time role, candidates must be comfortable working evenings, weekends, and occasional late nights depending on event needs.Flexibility and reliability are essential.Qualifications<ul><li>18+ years old</li><li>Valid Texas driver&rsquo;s license</li><li>Reliable transportation</li><li>Ability to lift and move 30+ lbs</li><li>Comfortable working safely on ladders</li><li>Strong organizational and time management skills</li><li>Creative eye for detail and event aesthetics</li><li>Positive attitude and strong communication skills</li><li>Interest in growing into client/project management</li><li>Event industry experience is a plus (but not required)</li></ul>Job Type: Full-timePay: $18.00 - $25.00 per hourExpected hours: 40 per weekBenefits:<ul><li>Paid time off</li></ul>Work Location: Hybrid remote in Austin, TX 78733

Event Production & Client Coordinator

The Counts Law Firm, LLC

The Counts Law Firm, LLC is a well-established boutique law firm specializing in estate planning, trust administration, probate, and contested matters involving trusts and estates. We are searching for a new staff member to assist our attorneys and to act as our new client coordinator. We are looking for a highly-motivated and detail-oriented individual who has excellent judgment and interpersonal skills, and who enjoys client interaction. Must have a warm personality and be a self-starter. Must be able to take ownership of responsibilities. Must have impeccable organization skills. Must be highly proficient in Microsoft Office Suite, and also able to quickly learn various cloud-based platforms used by the firm. Duties include monitoring emails and voicemails, tracking work in progress and deadlines, completing administrative and clerical tasks, and also communicating with potential and new clients to guide them through our screening and onboarding process.Job Type: Full-timePay: $18.00 - $21.00 per hourBenefits:<ul><li>Dental insurance</li><li>Disability insurance</li><li>Health insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Education:<ul><li>Associate (Required)</li></ul>Work Location: In person

New Client Coordinator and Legal Assistant

Marcari Russotto Spencer & Balaban

<div>Job Description: 
 As a Client Service Coordinator at our personal injury law firm, your primary responsibility is to act as the initial point of contact for potential clients who have suffered injuries due to accidents or negligence. You will play a critical role in assessing potential cases, gathering essential information, and ensuring that the firm provides a high level of service to prospective clients. Your communication skills, empathy, and legal knowledge will be crucial in this role. 

Key Responsibilities: 
1. Initial Client Contact:

Handle incoming phone calls, emails, and website inquiries from potential clients promptly and professionally. 
Build rapport with potential clients and establish a strong relationship. Understand the client's needs, concerns, and objections and work to address them effectively. 
 
2. Information Gathering:

Conduct thorough interviews with potential clients to collect detailed information about their personal injury cases. 
Document all relevant case details, ensuring accuracy and completeness. 
 
3. Case Assessment:

Identify potential clients and leads through various sources, such as calls, emails, or inbound inquiries. Assess the leads to determine their level of interest and potential for conversion. 
Determine the strength and merit of the case by assessing the facts. 
 
4. Client Education:

Address client questions and concerns, ensuring they have a clear understanding of what to expect. 
 
5. Sign-Up Process:

Schedule investigator meetings with potential clients, schedule in office meetings with potential clients or send electronic documents to secure client signatures and agreements to initiate legal representation. 
Deliver persuasive and compelling sales presentations tailored to the client's needs. Highlight the features and benefits of our law firm and we can assist in representing them. 
 
6. Performance Metrics:

Meet or exceed sign-up targets and conversion goals set by the firm.
Job Requirement: 
 
Sales: 2 years (Required) 
Outbound sales: 2 years (Required) 
Cold calling: 2 years (Required)
Benefits:
<ul><li>
401(k) + matching</li><li>
Dental insurance</li><li>
Free parking</li><li>
Health insurance</li><li>
Life insurance</li><li>
Paid time off</li><li>
Profit sharing</li><li>
Travel reimbursement</li><li>
Vision insurance</li></ul></div>

Client Service Coordinator

Catalyst Law, LLC

<div>Catalyst Law is a woman-owned boutique law firm specializing in trusts and estates, non-profit &amp; business law, and taxation. As a certified B-corporation, we are as committed to our team as we are to clients. We are looking for a driven, people-first professional to grow with us as the Client Relations Coordinator. 
This is not a sit-and-answer-phones role. The Client Relations Coordinator is the heartbeat of the client experience and the operational backbone of our primary office in King City, Oregon. You will be the first voice clients hear, the first face they see, and the person who ensures everything behind the scenes runs like clockwork. From managing our new client pipeline and maintaining our CRM to keeping the office stocked, organized, and running efficiently, this role is built for someone who takes ownership and thrives when no two days look the same. 
If you love making human connections, closing a deal, and making sure every person who reaches out to Catalyst Law leaves the interaction better off, this role was made for you. You bring sharp communication skills, a natural ability to read the room, and an obsession with getting the details right. In return, you will find a firm that invests in your growth, values your contributions, and gives you the space to make this role your own. 
This position is based in our primary office in the heart of King City, Oregon, with occasional visits to our urban office in Portland's Pearl District.
Compensation:
$20 - $28 hourly
Responsibilities:
Client Intake &amp; New Client Pipeline<ul><li>
Respond to all potential new client inquiries (phone, email, web form) within 24 business hours; pre-screen for service eligibility and refer non-qualifying inquiries to appropriate resources</li><li>
Schedule and confirm initial consultations; manage production team calendars and appointment reminders</li><li>
Complete conflict checks, document all contacts, and maintain accurate prospect records in the CRM</li><li>
Coordinate full client onboarding, including preparing and collecting signed engagement letters and sending initial retainer invoices</li></ul>
Existing Client Stewardship<ul><li>
Serve as the day-to-day point of contact for current clients, directing matter-related questions to the appropriate paralegal or attorney</li><li>
Maintain and update client files across CRM and case management systems</li><li>
Track payment records and coordinate with legal and finance teams</li><li>
Prepare and send disengagement letters at matter close; conduct follow-up outreach for quality control surveys and testimonials</li><li>
Act as a notary public for client signing conferences as needed</li><li>
Recognize and celebrate clients and referral sources with cards, gifts, and personal outreach</li></ul>
Office &amp; Administrative Management<ul><li>
Oversee all incoming and outgoing mail at the King City office, including date stamping, scanning, logging, and routing to the appropriate team members</li><li>
Order and maintain office supplies for both the King City and Pearl District offices</li><li>
Keep both office environments clean, organized, and operationally ready</li><li>
Provide general administrative support to the team, including data entry, copying, scanning, and project assistance as needed</li><li>
Maintain consistent CRM data integrity, reporting, and system integrations</li></ul>
Qualifications:
The ideal candidate is a self-starter who takes initiative, communicates with confidence, and brings both people skills and operational instincts to the role. We are looking for someone who checks these boxes:<ul><li>
Customer service experience &mdash; A minimum of 2 years in a client-facing or customer service role is required. Experience in a legal or other professional services environment is strongly preferred.</li><li>
Strong written communication &mdash; You write clearly, concisely, and professionally, whether crafting a client email or logging a CRM note.</li><li>
Tech-savvy and self-sufficient &mdash; You are comfortable learning new tools quickly, troubleshooting minor issues independently, and staying ahead of software updates without being asked. Our firm runs primarily on Apple products, and experience with any of the following is a plus: Lawmatics CRM, Clio Manage, Microsoft Office (Word/Excel), Adobe Acrobat Pro, Notion, 1Password, Google Workspace (Gmail, Drive, Docs, Sheets, Chat), and DialPad or similar VOIP software.</li><li>
Proactive by nature &mdash; You do not wait to be told what needs to improve. You spot inefficiencies, bring solutions, and take ownership of your role, and the client experience it shapes.</li><li>
Adaptable communicator &mdash; You read the room. Whether you are speaking with a grieving client, a busy attorney, or a first-time caller, you adjust your tone and approach to meet people where they are.</li><li>
Decisive and independent &mdash; You handle client, vendor, and third-party requests with confidence and minimal escalation, knowing when to act and when to loop in the team.</li></ul>
About Company 
Catalyst Law, LLC is a women-owned boutique law firm based in King City, Oregon, specializing in trusts and estates, non-profit and business law, and taxation. As a certified B-Corporation, we hold ourselves to the highest standards of social and environmental responsibility &mdash; not just in the work we do, but in how we show up for clients, our community, and our team. We are a small firm with big values, built on the belief that great legal work and a great workplace are not mutually exclusive. If you are looking for a place where your contributions matter, your growth is supported, and the work is meaningful, we would love to meet you.</div>

Client Services Coordinator

sahaudit/Samer Hasan & Partners CPAs

Samer Hasan &amp; Partners CPAs is seeking a Client Services Coordinator to provide administrative and operational support to the audit, tax, and advisory teams. This role is responsible for managing client communications, coordinating engagement documentation, and supporting the workflow of client projects. The position reports to the Operations Manager or Partner.Key Responsibilities:<ul><li>Serve as a point of contact for clients regarding engagement letters, document requests, and general inquiries.</li><li>Prepare, review, and distribute client correspondence, including engagement letters, invoices, and reports.</li><li>Coordinate the collection and organization of client documents required for audit, tax, and advisory engagements.</li><li>Maintain and update client records and engagement files in the firm's document management and practice management systems.</li><li>Assist in onboarding new clients by gathering required information and setting up client profiles in internal systems.</li><li>Monitor engagement deadlines and follow up with clients and internal teams to ensure timely completion of deliverables.</li><li>Support partners and engagement teams with scheduling meetings, appointments, and client communications.</li><li>Assist with billing processes, including preparing invoices and following up on outstanding payments as directed.</li><li>Maintain confidentiality of all client and firm information in accordance with professional standards and firm policies.</li></ul>Requirements:<ul><li>Associate or Bachelor's degree in Business Administration, Accounting, Finance, or a related field.</li><li>Minimum of 2 years of experience in an administrative or client support role, preferably within a public accounting firm, professional services, or financial services environment.</li><li>Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with document management or practice management software.</li><li>Strong organizational skills with attention to detail and ability to manage multiple priorities.</li><li>Excellent written and verbal communication skills in English; proficiency in Arabic is required.</li><li>Professional demeanor with a client-focused, problem-solving approach.</li><li>Ability to work independently and collaboratively within a team environment.</li><li>Familiarity with audit, tax, or accounting terminology is an advantage.</li></ul>Job Type: Full-time

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