Client Management Director

1 week ago
Phoenix, AZ, United States Guidepoint Full-time
The Client Service team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients around the world. We work to understand each client’s unique business questions and help them gain critical insights to stay informed and make better business decisions. As a Coordinator on the Client Service team, you will be overseeing all administration within your client service team. You will be booking client consultations, tracking projects for the team, and qualifying the experts. This is a hybrid position out of our Phoenix office, requiring a minimum of one day per week in the office. Hands-on leadership to help you develop your career and provide opportunities for upward mobility within Guidepoint Responsible for scheduling bulk telephone consultations for client service teams Manage multiple client organization requests and respond within a timely manner Coordinate with advisors and clients to confirm telephone consultations Leave messages and follow up with Advisors to expedite scheduling projects Maintain an updated status of client telephone consultations Follow multiple work streams to help Project Managers organize client requests and track progress on projects 1-3 years of previous work experience dealing in a high call volume environment AI fluency and experience using AI-enabled tools to support research, organization, prioritization, and written communication Ability to use AI-enabled tools thoughtfully and responsibly, with attention to accuracy, confidentiality, data quality, and human judgment Curiosity about emerging technology and a willingness to continue building skills with new tools that improve productivity and client service Excellent time management skills and able to multi-task 15 PTO Days, 10 legal holidays, and 5 sick days Comprehensive Medical, dental, and vision plans 10% 401(k) match, life insurance, paid time-off and parental leave plans Development opportunities through the LinkedIn Learning platform Friday happy hour, “Summer Fridays”, and free snacks Casual work environment, team building, and other social events Option to be full-time remote Backed by a global network of more than Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Through consultations, surveys, events, proprietary content, and AI-enabled tools, we support every stage of the decision-making process—from developing hypotheses and gathering insights to validating assumptions and building conviction for critical decisions. At Guidepoint, our success relies on the diversity of our employees, experts, and clients, which enables us to foster meaningful connections and a broad range of perspectives.

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