What are the responsibilities and job description for the Client Coordinator Full or Part-Time position at Foster Group?
Job Description:
The Client Coordinator works to ensure our clients are provided excellent service in an effective manner. This position works closely with other support staff and members of the Advisory Services Group as well as engages with the public. The position requires the ability to be process focused, have high attention to detail, extend a consistent and professional demeanor, and exhibit technical proficiency. This position is open for part-time or full-time candidates.
Primary Duties:
1. Scheduling
- Follow defined processes to schedule on-going client meetings
- Manage the scheduling of prospective clients
- Assist with the scheduling and entry of internal meetings
- Maintain calendars and scheduling for conference spaces
2. Systems Maintenance
- Follow defined Client Services processes
- Create and edit client data in the database, as necessary
- Review returned paperwork for client noted demographic changes
- Process requests to update client data
3. Administrative & Hospitality Support
- Answer phone and direct incoming calls to appropriate person
- Provide administrative support for Advisory Services Group; purchasing clients gifts, assemble documents for delivery to prospects and clients, scanning, filing, and mailings.
- Greet and welcome clients/guests, provide for a welcoming environment (offer drinks, etc.), and announce their arrival to Advisors
- Route walk-in visitors to the appropriate contact
- Coordinate food deliveries for internal meetings
4. Other Duties as Assigned
Education/ Experience:
- 2 years related work experience
Required Skills:
This position requires absolute attention to detail, the ability to multi-task, and the ability to prioritize. Responding quickly to various issues and requests is required. Proficient MS Office skills needed. Must be engaging, hospitable, have the ability to communicate well in both verbal and written form, and enjoy working with the public. Experience working in a professional environment is required.