Client Services Coordinator
Job Summary
Supporting clients in a full-time remote capacity, the Client Services Coordinator will manage inquiries, handle case management, and assist with various administrative tasks during the hours of 7:00 am to 3:30 pm EST, Monday to Friday.
Key Responsibilities
- Act as the first point of contact for clients needing assistance with products and services
- Respond to inbound calls and assigned HubSpot cases in a timely manner while following up on outstanding issues
- Assist with administrative tasks including onboarding, account maintenance, and billing processes
Required Qualifications
- 3 to 5 years of experience in client support, customer service, or operations
- Proficiency with Microsoft Office, particularly Excel
- Experience in the legal or financial services industry is preferred
- Ability to learn new systems quickly and suggest process improvements
- Strong organizational skills and the ability to prioritize tasks effectively
Complete Job Description
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