client services coordinator

Ashton Business Consulting, PLLC

Position SummaryAshton Business Consulting is seeking a highly organized, detail-oriented Administrative Assistant to support daily office operations, client communications, marketing initiatives, accounts receivable collections, and various administrative functions. The ideal candidate is a self-starter who can effectively manage multiple priorities while providing exceptional customer service and maintaining a professional image for the firm.Key ResponsibilitiesAdministrative Support<ul><li>Answer and direct incoming phone calls and emails.</li><li>Schedule appointments and manage calendars.</li><li>Maintain client records and electronic filing systems.</li><li>Prepare correspondence, reports, forms, and other business documents.</li><li>Assist with onboarding new clients and maintaining client information.</li><li>Order office supplies and coordinate office administrative needs.</li><li>Support management with special projects and miscellaneous tasks.</li></ul>Marketing &amp; Business Development<ul><li>Manage and update company social media accounts and business profiles.</li><li>Create and distribute marketing materials, newsletters, and client communications.</li><li>Assist with website updates and content development.</li><li>Coordinate client appreciation events and promotional campaigns.</li><li>Track marketing activities and assist with lead generation efforts.</li><li>Monitor online reviews and maintain the firm's professional presence.</li></ul>Accounts Receivable &amp; Collections<ul><li>Monitor outstanding client invoices and accounts receivable balances.</li><li>Contact clients regarding past-due invoices through phone calls, emails, and written correspondence.</li><li>Maintain accurate collection notes and payment arrangements.</li><li>Prepare aging reports and provide updates to management.</li><li>Assist clients with billing inquiries and payment processing.</li></ul>Client Service<ul><li>Serve as a primary point of contact for clients.</li><li>Provide exceptional customer service and maintain professional client relationships.</li><li>Route client requests to appropriate staff members.</li><li>Follow up on client inquiries and outstanding requests.</li></ul>Additional Duties<ul><li>Assist with payroll, bookkeeping, and administrative projects as assigned.</li><li>Support compliance, registration, and licensing activities.</li><li>Coordinate meetings, training sessions, and company events.</li><li>Perform other duties as needed to support the firm's growth and operations.</li></ul>QualificationsRequired<ul><li>High school diploma or equivalent.</li><li>Minimum 2 years of administrative or office experience.</li><li>Strong verbal and written communication skills.</li><li>Excellent organizational and time management abilities.</li><li>Proficiency with Microsoft Office (Word, Excel, Outlook).</li><li>Ability to maintain confidentiality and professionalism.</li></ul>Preferred<ul><li>Experience working in an accounting, bookkeeping, tax, or professional services environment.</li><li>Experience with QuickBooks and CRM software.</li><li>Marketing, social media management, or collections experience.</li><li>Associate's degree or higher.</li></ul>Desired Skills<ul><li>Strong attention to detail.</li><li>Ability to multitask in a fast-paced environment.</li><li>Customer-service mindset.</li><li>Problem-solving and critical-thinking abilities.</li><li>Ability to work independently with minimal supervision.</li></ul>Pay: $15.00 per hourWork Location: Remote

Administrative & Client Services Coordinator

Travel Planning Careers

<div>
 
 
 Position Overview
 
 
 
 
 We are seeking a dependable and service-oriented
 
 Customer Support Coordinator
 
 to provide client assistance, manage support requests, and help coordinate scheduling and service-related activities in a remote environment. This position focuses on communication, organization, and delivering a positive client experience.
 
 
 This role is ideal for individuals who are detail-oriented, responsive, and comfortable working independently using digital tools.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
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 Respond to client inquiries and provide timely, professional support
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 Assist with coordinating scheduling, reservations, and service requests
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 Maintain accurate client records and support documentation in internal systems
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 Communicate with clients via email, phone, and online platforms
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 Track and follow up on open requests to ensure resolution
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 Review service details and confirmations for accuracy
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 Provide general administrative and customer support
 </li>
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 Collaborate with internal teams to ensure a smooth client experience
 
 
 
 </li>
 </ul>
 
 Qualifications:
 
 
 
 <ul>
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 Strong written and verbal communication skills
 </li>
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 Excellent organizational skills and attention to detail
 </li>
 <li>
 Comfortable using online systems and customer support tools
 </li>
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 Ability to manage multiple tasks in a remote environment
 </li>
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 Customer service or administrative experience preferred
 </li>
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 Reliable internet access and ability to work remotely
 
 
 
 </li>
 </ul>
 
 Preferred (Not Required)
 
 
 
 <ul>
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 Experience in customer service, coordination, or administrative support
 </li>
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 Interest in travel, hospitality, or event-related services
 
 
 
 </li>
 </ul>
 
 What We Offer
 
 
 
 <ul>
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 Flexible remote work environment
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 Step-by-step onboarding and ongoing support
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 Opportunities for growth and advancement based on performance
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 Supportive and collaborative team environment
 
 
 
 </li>
 </ul>
 
 
 Work Environment
 
 
 
 
 This is a remote role requiring a reliable internet connection and the ability to stay organized and self-directed in a virtual workspace.
 
 
 
 
 Apply Today
 
 
 
 
 If you enjoy helping clients stay organized and ensuring booking details are handled efficiently, we encourage you to apply.
 
 
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
</div>

Online | Entry Level | Customer Support Coordinator | Hotels

Recovery and Wellness Centers of Midwest Ohio

Job Overview We are seeking a dedicated and compassionate Case Coordinator to join our team. The ideal candidate will play a pivotal role in supporting clients through various services, ensuring they receive the necessary resources and assistance for their well-being. This position requires strong interpersonal skills, a background in behavioral health or social work, and the ability to work collaboratively with diverse populations.Responsibilities<ul><li>Conduct comprehensive assessments to identify client needs and develop individualized service plans.</li><li>Coordinate services across multiple sectors, including behavioral health, childcare, and workforce development.</li><li>Facilitate access to community resources such as housing assistance (including Section 8) and healthcare services (including Medicare).</li><li>Provide crisis intervention support and motivational interviewing techniques to empower clients.</li><li>Supervise and mentor junior staff or interns as needed, fostering a supportive learning environment.</li><li>Maintain accurate documentation of client interactions, progress notes, and service outcomes.</li><li>Collaborate with multidisciplinary teams to ensure holistic care for clients.</li><li>Advocate for clients within the child welfare system and other relevant agencies.</li></ul>Qualifications<ul><li>Bachelor&rsquo;s degree in Social Work, Psychology, or a related field; Master&rsquo;s degree Description</li></ul>ValuesEmployees of Darke County Recovery Services, DBA Recovery and Wellness Centers of Midwest Ohio are expected to value highest ethical standards, quality clinical care, and good customer service. We also value quality communication skills in a collaborative, multi-disciplinary and often multi-agency service environment. RWC is an equal opportunity employer/provider.BenefitsRWC offers a competitive benefit package including medical, dental and vision. Employer paid short term, long term disability insurance as well as a $25,000.00 life insurance policy for all full time employees. Along with 10 paid holidays, full time employees receive a PTO package that starts accruing at day one, averaging 4 weeks per year. We have an EAP program for staff and a wellness hour monthly. All employees are eligible to participate in our 403B retirement program.Responsibilities<ul><li>Informs clients of scope of practice, Therapeutic Behavioral Support [TBS] or Psychiatric Social Rehabilitation [PSR], and describes supervision status, including name and credential of supervisor</li><li>Performs limited assessment of client needs. TBS will provide comprehensive treatment planning. PSR will implement the comprehensive treatment plan. Service Coordination/Case management service delivery is provided in collaboration with clients and supervisor</li><li>Coordinates interventions with a multi-disciplinary team</li><li>Develops a professional trusting relationship with clients and families</li><li>Helps clients obtain needed material resources</li><li>Provides support to clients during crisis situations</li><li>Helps clients learn and use coping skills necessary to meet demands of community living in order to move toward greater self-reliance</li><li>Helps motivate clients to engage in the community and become involved in community sponsored social activities</li><li>Provides education and support to client&rsquo;s family members and significant others regarding client&rsquo;s diagnosis, mental health condition, and how they can assist client to meet treatment goals</li><li>Advocates for the rights and dignity of the client in the community</li><li>Maintains efficient clinical documentation within 24 hours of services provided</li><li>Participates in the assessment of program needs and peer review, as well as cooperate with performance improvement objectives</li><li>Complies with supervision requirements and works within responsible scope of practice</li><li>Performs community outreach and education assignments including mental health education and prevention programs, as well as consultation services with supervision</li><li>Provides at least a minimum of 50% productivity or more than 90 hours of billable services monthly</li><li>Complies fully with confidentiality and protected health information rules</li><li>Attends staff meetings, in-services, case conferences, supervision, etc., as scheduled</li><li>Performs other duties as assigned including support activities as needed to augment functioning of the agency</li><li>Collaborates in maintaining clean, safe workplace, including maintenance of CPR/First Aid skills and aggressive client management skills (TAPS or equivalent)</li></ul>Productivity Expectation: 100%RequirementsRequired Credentials and Skills<ul><li>A 4 year degree or higher from an accredited institution and 3 or more years of experience working with the SPMI/PMI population is preferred. An Associate&rsquo;s degree in a Social Services or Psychology related field, with less than 3 years experience, may be considered.</li><li>Driver&rsquo;s license and appropriate automobile insurance of 100,000/300,000 liability. Service Coordinator/Case Manager needs to have clarification from insurance agent that the Service Coordinator/Case Manager, on rare occasions MAY have to transport clients in his / her personal vehicle.</li><li>Supervision available &ldquo;in-house&rdquo; from appropriate supervisory staff</li><li>Oral and written communication skills</li><li>Displays good customer service skills with clients and community at large</li><li>Competency in areas prerequisite for performing activities noted above with supervision</li><li>Utilizes computer well enough to perform clinical documentation in CareLogic (MIS system) directly, as well as generate written documentation in WORD or via email</li></ul>Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. However, this position works in the community including private residences, etc. Ability to maneuver over uneven or cluttered surfaces required. Ability to tolerate noxious smells, pets, etc. sometimes required.While performing the duties of this job, the employee is regularly required to stand, walk, sit, talk, and hear, sometimes in harsh weather conditions.The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The employee must have a valid driver&rsquo;s license to drive a motor vehicle and a safe driving record. Employee must be comfortable driving vehicle in varied weather conditions found in the geographic region and must be willing to transport clients to various locations within and outside of the county.Job Types: Full-time, Part-timePay: $18.70 - $19.68 per hourBenefits:<ul><li>403(b)</li><li>Dental insurance</li><li>Employee assistance program</li><li>Health insurance</li><li>Life insurance</li><li>Mileage reimbursement</li><li>Paid time off</li><li>Vision insurance</li></ul>People with a criminal record are encouraged to applyAbility to Commute:<ul><li>Greenville, OH 45331 (Required)</li></ul>Ability to Relocate:<ul><li>Greenville, OH 45331: Relocate before starting work (Preferred)</li></ul>Work Location: In person

Case Manager/Service Coordinator

Remote | Entry Level | Customer Support Coordinator

Destination Careers

<div>
 
 Job Overview
 
 
 
 We are seeking a detail-oriented and service-focused
 
 Remote Vacation Services Coordinator
 
 to support clients with vacation-related coordination and booking assistance in a remote environment. This role centers on organization, communication, and administrative support to ensure a smooth and professional client experience.
 
 
 This position is well suited for individuals who are organized, reliable, and comfortable working independently using digital tools.
 
 
 
 Key Responsibilities
 
 
 
 Provide support for vacation planning and reservation requests
 
 
 Assist with coordinating accommodations, scheduling, and related services
 
 
 Maintain accurate client records and documentation in internal systems
 
 
 Communicate professionally with clients via email, phone, and online platforms
 
 
 Review confirmations and service details for accuracy and completeness
 
 
 Provide general customer service and administrative support
 
 
 Follow established workflows and internal procedures
 
 
 Collaborate with internal teams to support client needs and timelines
 
 
 
 Qualifications
 
 
 
 Strong written and verbal communication skills
 
 
 Excellent organizational skills and attention to detail
 
 
 Comfortable working with online systems and digital platforms
 
 
 Ability to manage multiple tasks in a remote environment
 
 
 
 Customer Service, Scheduling, Or Administrative Experience Preferred
 
 
 
 Reliable internet access and ability to work remotely
 
 
 
 Work Environment
 
 
 
 Fully remote position
 
 
 Structured and supportive team environment
 
 
 Training and resources provided
 
 
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
</div>

Remote | Vacation Services Coordinator | No Experience Needed

Open Door Service Center, Inc.

Job DescriptionCase Manager of Client ServicesPart-Time &ndash; Paid HourlyMonday-Thursday 8 am &ndash; 3:30 pm 30-minute lunch breakDescription:&middot; This position works at the Food Pantry and requires the ability to assist clients in obtaining services from the Open Door Service Center. This position reports to the Executive Director.Essential Functions: <ul><li>Interview clients, families, and individuals, to determine the eligibility of services per the Client Service Guidelines.</li><li>Collects data and inputs information into the Client Resource Database.</li><li>Protect and maintain the confidentiality of all information received from clients.</li><li>Completes Emergency vouchers and other authorizations of services needed.</li></ul>&middot; Oversees all programs and paperwork for the Service Center, including Thrift Shop Vouchers, Birthday Bag Program, Go with Flow, VIP, TEFAP, and Senior Box. Works with the Client Case Manager to administer in-house food Pantry orders.&middot; Works closely with the Volunteer Coordinator on training and securing the receptionist position.&middot; Works with the community to build relationships with vendors and partner agencies.&middot; Administers the Partner with Purpose Program by building it up, maintaining contact with the partners in the program, and delivering the bags regularly to PD and Fire Departments.<ul><li>Attend staff meetings, fundraisers, and all other meetings as needed involving our Community (Interagency, Community Assessments, Resource Fairs). Note: hours may vary with each meeting.</li><li>Maintain and clean the lobby and the front bathroom.</li><li>Lift up to 50 lbs., bend, stoop, and twist.</li><li>other duties as assigned.</li></ul>Qualifications: <ul><li>Understand Open Door Service Center&rsquo;s mission.</li><li>Possess the ability to communicate with all individuals, handle difficult situations, and have a compassionate heart.</li><li>Ability to work in a fast-paced office with a large number of clients daily, collect accurate data, make decisions regarding the client's needs, and obtain the necessary services.</li><li>Ability to use Microsoft Excel, Word, and Access.</li><li>Possess strong organizational skills and the ability to work within a team environment.</li></ul>Education:<ul><li>Minimum of a high school degree or GED.</li><li>1 year of work with our community or in the Social Service field.</li></ul>Job Type: Part-timePay: From $15.00 per hourBenefits:<ul><li>Employee assistance program</li></ul>Work Location: In person

Case Manager Of Client Services

Oath

<div>
 
 Help more people than you can ever imagine. If you have high attention to detail, are hardworking, and want to work with an amazing team of like minded people changing the world, we'll show you how.
 
 
 
 
 
 At Oath we believe that we all get one short life and that you should make the most of it. We help our clients prioritize their lives through estate and financial planning. The role of an Oath Client Service Coordinator is to work to organize our attorneys, advisors, clients, and team in office.
 
 
 
 
 
 We believe in great freedom and great responsibility. We believe in doing the hard work first. We believe there is a difference between busyness and effectiveness. We believe in empowering our team to help thousands of people nationwid
 
 e.
 
 
 
 
 
 
 
 Responsibilities
 
 
 <ul>
 <li>
 Oversee our day-to-day office operations in California
 </li>
 <li>
 Execute other office administration tasks as assigned
 </li>
 <li>
 Liaise with clients, attorneys, team, and advisors as the mainline of communication
 </li>
 <li>
 Answering and directing phone calls
 </li>
 <li>
 Responding to client requests via email and telephone
 </li>
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 Monitoring deadlines
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 Scheduling appointments
 </li>
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 Preparing materials for client meetings
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 Drafting correspondence
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 Answering client questions and assisting attorneys with services
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 Facilitating educational workshops and signing meetings
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 Organizing and maintaining client files
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 Scanning, copying, and filing of documents in an electronic file management system
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 Excellent time management, problem-solving, and communication skills
 </li>
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 Basic computer skills including experience with Microsoft Office
 </li>
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 No prior experience required
 </li>
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 Must have a vehicle and valid drivers license
 </li>
 </ul>
 
 
 
 
 
 About Oath Law &amp; Oath Planning
 
 
 
 
 Oath was founded in 2010 on the idea that estate and financial planning should be accessible to people from all different backgrounds -- not only the wealthiest 1%. We began in one small office with a team of only a few innovative, creative thinkers that wanted to make planning and estate and financial education a possibility for every community. Now, we've grown our firm across multiple states, with more offices opening every year.
 
 
 
 
 
 
 
 Our success comes down to one motivating factor -- helping families and individuals do the best that they can for the people and things that they love most. As we continue to expand and help more individuals and families, we are seeking like-minded individuals to embody our mission and values and join our growing team.
 
 
 
 
</div>

Administrative Assistant

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