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Careers > Business Development > Client Experience Coordinator

Client Experience Coordinator

Richardson, TX

Full Time

Competitive

Level

Experienced

Position Type

Full Time

Education

Bachelor's Degree preferred, but not required

Travel Percentage

None

Job Shift

Day

Job Category

Business Development

The Client Experience Coordinator is a part of the Client Experience team and plays an important role at Generational Group. The Client Experience Coordinator provides administrative support to the Client Experience Team by monitoring client accounts, collecting client information, conducting client journey quality control, providing client portal assistance, and providing client support to help ensure a positive client experience.

Responsibilities

  • Manages administrative support duties for the Client Experience Team
  • Provides direct client support by answering questions, collecting information, and assisting with the client portal (typically via phone and email)
  • Schedules client meetings for Client Experience Managers
  • Monitors client accounts and reviews client records to ensure accuracy
  • Conducts quality control reviews for Client Experience Team
  • Face and Voice for Generational Group as the backup receptionist

Key Competencies

  • 5+ Years of Client/Customer Service experience and Administrative Support experience
  • Previous receptionist experience is a plus
  • Professional attitude and appearance
  • Friendly, client-centric approach 
  • Ability to clearly communicate basic company information and answer general questions
  • Active listening and observation skills with proactive problem-solving abilities
  • An understanding of general business principles with ability to review and organize financial documents
  • Excellent time management abilities
  • High attention to detail and organizational skills
  • Positive and proactive attitude
  • Reliable
  • Team Player
  • Teachable
  • Strong written and verbal communication skills
  • Strong computer skills with Salesforce experience preferred
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