Client Services
7 days ago
JAMIS Software Corporation Client Services & Administrative Coordinator JAMIS Software Corporation is a leading provider of ERP software solutions designed specifically for government contractors and other project-focused organizations. Our growth is driven by delivering real results for our clients and supported by a culture that values individual development, inclusivity, and innovative excellence. The company offers JAMIS Prime ERP, a comprehensive platform including modules for time and expense management, business planning/forecasting, distribution, human capital management (HCM), CRM, and fixed assets. For nearly 30 years, JAMIS has partnered with top names in federal contracting, including Booz Allen Hamilton, Alion Science, Boeing, Jacobs Engineering, J&J Worldwide, IBM, M1 Support Services, and the Urban Institute. General Summary: JAMIS is currently seeking a dynamic, self-motivated, and results-oriented Client Services & Administrative Coordinator who thrives in a fast-paced and collaborative environment. This individual will provide assistance to our Customer Support and Administrative teams while maintaining daily office operations to ensure the organization runs efficiently. The ideal candidate should have one to three years of customer service or administrative experience, possess strong organizational and communication skills, and demonstrate a proactive, solutions-oriented mindset. This position is based at JAMIS Software Corporation in San Diego and reports directly to the Chief Customer Officer. Responsibilities: Client Services Support Manage the support inbox and intake process, ensuring timely and professional responses. Create all new support cases and update existing cases with incoming email replies. Confirm case status directly with submitters and maintain proactive communication throughout case resolution. Answer incoming client phone calls, check voicemails, and create support cases from inbound calls. Maintain clear communication with the support team regarding client inquiries and escalations. Take minutes for staff meetings and distribute summaries as needed. Coordinate IT update, upgrade, and refresh requests between clients and the JAMIS IT team. Close IT cases and update related business accounts upon completion. Notifications Prepare and distribute all system notifications, including: System maintenance announcements Updates and upgrade alerts Holiday closure schedules Outage or known issue notifications Ensure communication templates are accurate, timely, and distributed to the correct client groups. CRM Data Management Create and maintain client records within CRM. File all related client documents within CRM. Create and manage contact records and maintain data integrity across accounts. Manage support plan selections for clients and communicate high-priority or escalated cases to the support team. Pull and distribute CRM reports as requested by leadership. Enter new employee records into CRM and manage portal access setup for clients. Update contact details as new information is received (e.g., email bounce-backs, client notifications). Upload new client companies to the Suggestions Portal as part of client engagement and tracking. Administrative Support Serve as the first point of contact for incoming client inquiries by phone or email. Coordinate with internal departments to ensure client needs are routed to the appropriate teams. Maintain internal distribution lists and shared records. Provide administrative assistance to the Executive and Customer Success teams as needed. Perform general office duties such as filing, data entry, and mail processing. Support scheduling and logistics for internal and client-facing meetings or events. Manage special projects as assigned by the Chief Customer Officer. Qualifications: High school diploma or equivalent; college degree preferred. One to three years of experience in client services or administrative support. Strong customer focus and commitment to maintaining high levels of satisfaction. Ability to manage multiple priorities in a fast-paced, deadline-driven environment. Excellent verbal and written communication skills with strong attention to detail. Proficiency in Microsoft Office (Word, Excel, PowerPoint). Team-oriented, professional demeanor with a positive attitude. What we offer We value diversity at our company. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or any other applicable legally protected characteristics in the location in which the candidate is applying. We offer a comprehensive compensation and benefits package; 401(k) with generous employer match; and paid time off. No relocation is applicable for this position. #J-18808-Ljbffr
-
Client Services Coordinator
3 weeks ago
San Diego, United States California Staffing Corporation Full timeClient Services Coordinator A well-established organization is seeking a highly organized and service-oriented Client Services Coordinator to act as the operational hub between clients and internal teams. This role is perfect for someone who excels at coordination, communication, and delivering a consistently high-quality client experience. Position...
-
Client Services Coordinator
3 weeks ago
San Diego, United States California Staffing Full timeClient Services CoordinatorA well-established organization is seeking a highly organized and service-oriented Client Services Coordinator to act as the operational hub between clients and internal teams. This role is perfect for someone who excels at coordination, communication, and delivering a consistently high-quality client experience.Position Overview:...
-
Client Services Representative
4 weeks ago
San Diego, United States San Diego Staffing Full timeClient Services Associate Our client, a reputable financial services organization, is seeking a Client Services Associate to support advisors and clients by delivering high-quality service and administrative support. This role is essential in maintaining strong client relationships, ensuring accurate account administration, and supporting day-to-day...
-
Client Services Representative
4 hours ago
San Diego, United States San Diego Staffing Full timeClient Services RepresentativeOur client, a well-established company in San Diego, CA is seeking a personable and detail-oriented client services representative to join their team. This position plays a critical role in delivering outstanding customer service and supporting business operations.Key responsibilities:Serve as the primary point of contact for...
-
Client Service Coordinator
2 weeks ago
San Diego, United States San Diego Staffing Full timeClient Service Coordinator Qualifications: Must be at least 18 years old for duties involving radiography. Ability to multi-task and manage multiple tasks under distracting conditions. Strong written and verbal communication skills in English. Demonstrated organizational ability and problem-solving skills. Client service skills ensuring attentive and...
-
Client Service Coordinator
2 weeks ago
San Diego, United States San Diego Staffing Full timeClient Service CoordinatorQualifications: Must be at least 18 years old for duties involving radiography. Ability to multi-task and manage multiple tasks under distracting conditions. Strong written and verbal communication skills in English. Demonstrated organizational ability and problem-solving skills. Client service skills ensuring attentive and...
-
Client Service Associate
1 week ago
San Diego, United States Cascade Financial Partners, LLC Full timeCascade Financial Partners is a growing, independent, partner?led RIA serving high?net?worth families through a fiduciary approach to financial planning, investment management, and multigenerational wealth strategies. We value collaboration, precision, and client focusand were looking to add a Client Service Associate who shares our high?performance and...
-
Director of Client Services
7 days ago
San Diego, California, United States TRISTAR Full timeJOB DESCRIPTIONPosition Summary:Plays a crucial role in implementing and managing the company's client services department. Reporting to Senior Management, this position is a working role with minimal supervision and responsible for overseeing the day-to-day operations of the client services team and ensuring alignment with the company's strategic goals. The...
-
Client Service Coordinator
3 weeks ago
San Diego, United States Banfield Full timeClient Service Coordinator The Client Service Coordinator (CSC) plays a crucial role in managing the flow of clients and pets through the veterinary hospital, ensuring efficient operations and exceptional client service. The CSC is responsible for maximizing the productivity of the veterinary medical team while fostering a welcoming environment for clients...
-
Client Service Coordinator
2 weeks ago
San Diego, CA, United States San Diego Staffing Full timeClient Service Coordinator Qualifications: Must be at least 18 years old for duties involving radiography. Ability to multi-task and manage multiple tasks under distracting conditions. Strong written and verbal communication skills in English. Demonstrated organizational ability and problem-solving skills. Client service skills ensuring attentive and...