Client Services Coordinator

Summary

The role of the Client Services Coordinator is to be the primary contact and owner of the client relationship. This role works closely with teams throughout the organization to ensure client needs are addressed accurately and in a timely manner. It also involves participation in monthly calls, client audits, remote and on-site visits.

• $750 Sign‑On Bonus after 90 days†

• Providing excellent communication to all clients by anticipating and resolving issues in a manner that exceeds their expectations.
• Working with teams throughout the organization to respond to client audit requests and questionnaires by the assigned deadlines.
• Participating in monthly calls, remote audits, and on-site visits.
• Reviewing and responding to client inquiries to solve critical issues in a timely fashion.
• Properly tracking deadlines to meet client requirements.
• Communicating regularly with the client to evaluate satisfaction and proactively identify upcoming needs.

• Medical, Dental, & Vision Insurance
• HSA & FSA Accounts
• 401(k), with 4% company contribution (after 1 year of service)
• Paid time off (17 days per year)
• Paid holidays off (7 days per year + a floating holiday)
• Company Paid Life Insurance
• Employee Assistance Program
• Building amenities include: free parking, onsite restaurant, and onsite free gym

• High School Diploma or GED
• 2+ years of office and customer service experience

• Ability to coordinate multiple tasks simultaneously with differing levels of urgency
• Keen attention to detail to ensure accuracy of data
• Exceptional time management skills
• Demonstrate a high degree of professionalism and accountability
• Excellent communication skills (verbal and written)
• Excellent analytical thinking and organization skills
• Experience with Microsoft products:
  Outlook, Excel & Word

This role operates in a professional office setting, routinely working with standard office equipment. The person in this role would be required to talk and hear, sit or stand for long periods of time, and use their hands and fingers to handle and feel. Occasionally required to walk, reach with arms and hands, climb or balance, and to stoop, kneel, or crouch.

Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements.

All applicants must pass a criminal background and drug screening before commencing employment with Messerli & Kramer, P.A.

Wage Disclaimer:
The starting wage for this position is $19.00/hour.

$19.00