Title: Client Solutions Coordinator
Classification: Full-Time, Nonexempt
Reports To: Director of Client Advisory Services (CAS)
Supervises: NA
Summary of Responsibilities
The Client Solutions Coordinator is a dynamic role supporting the firm by effectively managing communication with existing and prospective clients. This multifaceted position involves coordinating client onboarding, overseeing marketing initiatives, handling contract renewals, and providing front desk support as needed.
Essential Functions
Prospect and Client Onboarding
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Responsible for assisting in prospect and client on-boarding workflow:
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Tracking prospects by using established processes and procedures
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Request and receive information and documents from prospective clients, including set up of secure file share, if needed
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Scheduling discovery calls and appointments
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Attend discovery calls, take notes, and follow-up on deliverables post discovery call
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Maintain, prepare, and oversee timely delivery of RFPs
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Send out new client letters, welcome boxes, and correspondence
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Ensure smooth transition of new client to in-charge
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Add new clients to email marketing software
Marketing-
Responsible for assisting with marketing to new clients and maintaining relationships with existing clients:
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Responsible for client newsletters for all departments
- Attend industry conferences for marketing purposes as needed
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Promote Connection, internal workshops, and webinars by contacting clients, creating promotional materials, and reaching out to non-existing clients
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Review internal slides for branding consistency, spelling, and grammar
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Identify opportunities for firm to attend industry conferences and maintain conference calendar
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Schedule conferences, reserve booth, and coordinate materials including swag, postcards, and slides
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Maintain lists from attendees of conferences follow up with after each conference
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Schedule, participate in, and update the agenda for Marketing Committee meetings
- Identify non-profit clients to contribute to, maintain the budget, and respond to fundraising inquiries
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Send out Christmas gifts and cards to clients annually
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Create marketing materials
- Coordinate with outside marketing company
Contract Renewal
- Assist with contract renewals and engagement letters, sending out all renewals for Connection and engagement letters
Front Desk Support/Back-up-
Greet and direct all guests in a professional, friendly, hospitable manner
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Professionally answer telephones
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Perform other related administrative duties such as typing, copying, faxing, scanning, and binding
Job Qualifications-
Have excellent communication skills
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Ability to train team members and delegate tasks effectively
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Display each of the following attributes – excellent work ethic/dedication/punctuality/initiative/pro- activity/attention to detail/organized/ self-motivated
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Strong understanding of the firm brand, purpose, values, and clientele
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Able to prioritize tasks effectively and complete them timely
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Able to effectively operate office equipment and computer programs
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Able to work independently on assigned task as well as to accept direction on given assignments
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Confident enough to develop client relationships and build rapport with staff, principals, and clients
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Able to follow instructions, read, write, and communicate clearly in English
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Requires physical ability to sit and type for long periods of time
Working Conditions-
Involves work in the firm’s office performing various tasks concurrently.
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Must present a positive and professional public image that enhances the client’s perception of the employee and the firm as a whole.
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Occasional overnight travel required and occasional overtime hours required. May be in excess of 50 hours per week.
Education/Experience
- Possession of high school diploma or equivalent (GED)
- Experience with Microsoft Office Software: Excel, Word, and Outlook
- Three years of experience in clerical work or any equivalent combination of education, training and experience that demonstrates the ability to perform the duties of the position
Salary: $19-22/hr
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