Client Services Coordinator

3 weeks ago


Newport Beach, United States Public Agency Retirement Services Full time

Description:
PARS is looking for a personable, driven, growth-oriented individual to fill the fast-paced role of Client Services Coordinator. As one of the “faces of PARS,” this person will be responsible for building and retaining excellent relationships with existing clients and cultivating relationships with prospective clients. This is a dynamic role that calls for someone with excellent verbal and written communication skills, comfort with public speaking/presenting, administrative experience, and a keen ability to think critically through complex issues. Success in this position lends itself to great potential for further career development within the company. The Client Services Coordinator is a full-time exempt salaried position and reports to the Senior Manager, Consulting.

DUTIES & RESPONSIBILITIES
- Organize regular meetings with assigned clients and partners and handle associated follow-up; meetings may be virtual or in-person, with travel required (primarily in California), including overnight stays
- Prepare analyses and presentation materials to support meeting goals/objectives
- Oversee day-to-day client relationships for assigned agencies and assume full accountability for superior client satisfaction from a service perspective
- Effectively communicate with clients, partners, and internal departments to address all client needs and provide necessary research, problem solving, and support to manage (often complex) problems through to resolution
- Attend relevant trade shows and conferences, interact with clients, provide support to sales team, and qualify/identify relevant sales leads
- Uncover potential opportunities with existing clients for sales of additional products
- Attend ad hoc events such as benefits fairs, partner networking events, etc.
- Perform other duties and special projects as assigned

**Requirements**:

- Bachelor’s degree from an accredited school required
- 2+ years of account management/administration/finance/customer service or other relevant experience
- Excellent communication, presentation, organizational, analytical, and problem-solving skills
- Ability to work without direct supervision and efficiently manage tasks and time
- Must be proficient with Microsoft Outlook, Word, Excel, & PowerPoint
- Knowledge of governmental pension plans preferred, but not required
- Flexible work schedule with the ability to work from home for a percentage of time per week



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