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Texas Oncology
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Continental Auto Group
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Service Coordinator
LeafHouse Austin, TX
$40k-50k (estimate)
Full Time 3 Weeks Ago
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LeafHouse is Hiring a Service Coordinator Near Austin, TX

About LeafHouse:

LeafHouse provides 3(38) and 3(21) investment management services and creates packaged solutions to mitigate risk to meet retirement plans’ unique needs. Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices. We seek to protect and provide solutions to our plan sponsor clients.

Service Coordinator Job Description:

Assist with aspects of servicing LeafHouse clients by coordinating with their retirement plan providers, facilitating communication between all parties, reviewing required action items for administrative items related to investment management, and ensuring a smooth fund change experience. Work with an established team to provide satisfactory client service to our partners and clients. This entry level role is in-person at our office in Austin, TX. Starting salary for this position is $50,000 and dependent on experience.

Roles/Duties:

  • Professional communication skills in email, phone calls, or team-based settings
  •  Maintain notes and updates within a CRM
  • Work on recurring quarterly and ongoing projects, both individually and within the department
  • Serve a resource of knowledge for clients on our operational processes
  •  Ability to use multiple systems to review client’s accounts and track items Initiate fund change communications with external parties for clients Connect appropriate team members with email or call inquiries
  • Strong analytical and problem-solving skills

Qualifications And Desirable Experience:

  • Bachelor’s degree (all majors encouraged to apply) or 2 years industry-related experience preferred
  • Proficient in Microsoft applications
  • Detail-oriented
  • Able to work well in both a team environment and independently
  • Client service mentality, adaptability, and willingness to collaborate openly with other functions
  • Experience with online CRMs preferred
  • Proven ability to manage multiple work streams at a time with high attention to detail
  • Experience in the financial industry is a plus

Benefits:

  • 401(k) available with company match
  • Most medical, dental, and vision health coverage policies available for employees are covered by the company
  • Most medical, dental, and vision health coverage policies available for family and spouses are 50% covered by the company
  • Generous paid time off policy

Job Summary

JOB TYPE

Full Time

SALARY

$40k-50k (estimate)

POST DATE

05/24/2024

EXPIRATION DATE

08/19/2024

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LeafHouse
Full Time
$84k-118k (estimate)
3 Months Ago
LeafHouse
Full Time
$46k-60k (estimate)
3 Months Ago
LeafHouse
Full Time
$112k-155k (estimate)
6 Months Ago

The job skills required for Service Coordinator include Problem Solving, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Service Coordinator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Service Coordinator. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Service Coordinator positions, which can be used as a reference in future career path planning. As a Service Coordinator, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Service Coordinator. You can explore the career advancement for a Service Coordinator below and select your interested title to get hiring information.

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If you are interested in becoming a Service Coordinator, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Service Coordinator for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Service Coordinator job description and responsibilities

Volunteer coordinators must use marketing tools such as outreach programs and emails to attract new customers and maintain relationships with existing customers.

01/10/2022: Galveston, TX

The service coordinator acts as the clients’ advocate, explains the available options to the clients, and keeps records of the services offered.

03/03/2022: Ogden, UT

A customer service coordinator manages a team of customer service employees and ensures that the team complies with the policies and procedures of the organization.

02/08/2022: Bangor, ME

A residential coordinator oversees the daily operations of nursing homes, ensuring patients get to receive optimal care and service.

01/13/2022: Rapid City, SD

Provided field support to environmental consulting companies and ensured a high level of customer service and customer satisfaction.

12/29/2021: New Bedford, MA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Service Coordinator jobs

A Service Coordinator works with a variety of healthcare professionals like Nurses to ensure their clients receive the best treatment possible.

01/08/2022: Petaluma, CA

A client service coordinator must have excellent communication and customer service skills, especially on managing and organizing client accounts.

02/06/2022: Charlotte, NC

May responsible to provide medically related social work services so that each resident may attain or maintain the highest practicable level of physical and mental health.

02/26/2022: Clarksville, TN

Service Coordinator may monitors the delivery of services to residents to ensure they are appropriate, timely, and satisfactory.

02/13/2022: Dallas, TX

Must provide excellent customer service via active listening, a positive attitude, and professional and personalized communication.

03/05/2022: Saginaw, MI

Step 3: View the best colleges and universities for Service Coordinator.

Butler University
Carroll College
Cooper Union
High Point University
Princeton University
Providence College
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