Client Service Coordinator

2 weeks ago

Vancouver, United States Pettis Webber Pacific P.S. Full time

Our firm is looking for an exceptional person to assist the firm in exceeding new client goals by being a warm and welcoming voice for our prospective clients seeking assistance through inbound communication and marketing channels. Are you a naturally compassionate and empathetic listener, who enjoys talking with people on the phone and has a passion for empowering others and making an impact? Then keep reading The Client Service Coordinator we are seeking will be responsible for communicating compassionately and directly with prospective clients, balancing warmth and professionalism in all interactions to foster trust and confidence. We want someone who maintains the utmost level of authenticity and intuition while connecting with others and demonstrating a genuine desire to build meaningful relationships. Responsibilities: • Conduct Intake Calls: Complete intake calls with clients, demonstrating a love for engaging in meaningful conversations over the phone. Gather relevant information with a warm and empathetic approach • Schedule Quality Consultations: Book quality consultations, utilizing strong interpersonal skills and emotional intelligence to connect and build rapport, ensuring comfort discussing personal and financial matters • Empower Clients: Believe in empowering clients rather than rescuing them, providing support and guidance while respecting their autonomy and decision-making process • Attention to Detail: Maintain a detail-oriented approach, ensuring accuracy and completeness in client records, intake forms, and appointment scheduling • Technical Skills: Utilize technical skills and/or be willing to learn the systems to effectively manage client information, appointments, and follow-up tasks • Intuition and Insight: Apply intuition and insightful thinking to anticipate client needs and preferences, providing personalized support and recommendations to enhance their experience • Lead Outreach: Conduct outreach to leads lists, engaging potential clients with charm and professionalism to generate interest and schedule appointments. • Support Seminars and Webinars: Assist in supporting seminars and webinars, demonstrating professionalism and enthusiasm in engaging with participants and providing administrative assistance as needed Qualifications: • Ability to manage a high volume of incoming calls and time on the phone • Ability to relate to and work with the elderly, their families, and caregivers • Display a willingness to learn and grow, actively seeking opportunities to expand knowledge and skills to better serve clients and support the sales team • Knowledge of modern office equipment and efficient computer skills • Demonstrate high follow-through on commitments made during client interactions, ensuring that promises are fulfilled promptly • Demonstrate a proactive attitude and a love for taking action, efficiently completing tasks and addressing client needs to make a positive impact • Exhibit high emotional intelligence during client interactions, and ability to navigate discussions about sensitive topics such as money, assets, goals and health with compassion and directness • Business attire required • Must be able to lift 25 pounds from floor to overhead • Must have a valid driver's license and driving insurance coverage • A current Notary Public license is required (or the ability to obtain one) • High school diploma, some secondary education/training • Prior customer service and/or inbound sales experience • Ability to work in a fast-paced environment Compensation: $19 hourly

• Conduct Intake Calls: Complete intake calls with clients, demonstrating a love for engaging in meaningful conversations over the phone. Gather relevant information with a warm and empathetic approach • Schedule Quality Consultations: Book quality consultations, utilizing strong interpersonal skills and emotional intelligence to connect and build rapport, ensuring comfort discussing personal and financial matters • Empower Clients: Believe in empowering clients rather than rescuing them, providing support and guidance while respecting their autonomy and decision-making process • Attention to Detail: Maintain a detail-oriented approach, ensuring accuracy and completeness in client records, intake forms, and appointment scheduling • Technical Skills: Utilize technical skills and/or be willing to learn the systems to effectively manage client information, appointments, and follow-up tasks • Intuition and Insight: Apply intuition and insightful thinking to anticipate client needs and preferences, providing personalized support and recommendations to enhance their experience • Lead Outreach: Conduct outreach to leads lists, engaging potential clients with charm and professionalism to generate interest and schedule appointments. • Support Seminars and Webinars: Assist in supporting seminars and webinars, demonstrating professionalism and enthusiasm in engaging with participants and providing administrative assistance as needed

  • Client Service Coordinator

    2 weeks ago

    Vancouver, United States Pettis Webber Pacific P.S. Full time

    DescriptionOur firm is looking for an exceptional person to assist the firm in exceeding new client goals by being a warm and welcoming voice for our prospective clients seeking assistance through inbound communication and marketing channels. Are you a naturally compassionate and empathetic listener, who enjoys talking with people on the phone and has a...

  • Client Service Coordinator

    3 days ago

    Vancouver, United States Pettis Webber Pacific P.S. Full time

    Description Our firm is looking for an exceptional person to assist the firm in exceeding new client goals by being a warm and welcoming voice for our prospective clients seeking assistance through inbound communication and marketing channels. Are you a naturally compassionate and empathetic listener, who enjoys talking with people on the phone and has a...

  • Client Service Coordinator

    3 weeks ago

    Vancouver, United States Pettis Webber Pacific P.S. Full time

    Job DescriptionJob DescriptionOur firm is looking for an exceptional person to assist the firm in exceeding new client goals by being a warm and welcoming voice for our prospective clients seeking assistance through inbound communication and marketing channels. Are you a naturally compassionate and empathetic listener, who enjoys talking with people on the...

  • Service Coordinator

    2 days ago

    Vancouver, United States Begin Right Employment Services Full time

    *Job description*BeginRight Employment Services is hiring a *Service Coordinator* for our office in Vancouver, WA. We are looking for an upbeat individual with leadership abilities to join our team. Your experience working in customer service, or a related field is required. Our fast paced, growing business requires your ability to recruit, interview,...

  • CLIENT CARE COORDINATOR

    1 week ago

    Vancouver, WA 98662, USA, United States Banfield Pet Hospital Full time

    And Qualifications: The Client Care Coordinators primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web support via telephony and electronic communication. Essential Responsibilities and T Care Coordinator, Client, Coordinator, Animal Care, Healthcare, Volunteer

  • Registered Client Service Associate

    2 weeks ago

    Vancouver, United States Ameriprise Financial, Inc. Full time

    Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Registered, Service, Asset Manager, Financial Planning, Retail

  • Primary Care Services Coordinator

    4 weeks ago

    Vancouver, United States Lifeline Connections Full time

    Job DescriptionJob DescriptionVISION STATEMENT – As the premier provider of substance use and mental health services in the Pacific Northwest, we are respected and the most trusted resource for behavioral health treatment and whole person care. We provide a comprehensive continuum of coordinated quality services, foster enduring relationships, and empower...

  • Customer Service Coordinator

    9 hours ago

    Vancouver, United States AMS, Association Management Services.NW Full time

    Job DescriptionJob DescriptionJob Title: Member Services AdministratorJob Type: Full-timePay: Starting at $18-$20 per hourSchedule: M-F, 8:00 am - 5:00 pmAre you passionate about delivering top-tier customer service in a dynamic, fast-paced environment? We're seeking a Customer Service Coordinator to join our team and be the first point of contact for...

  • HVAC Manager

    8 hours ago

    Vancouver, United States D&F Plumbing, Heating and Cooling Full time

    Job DescriptionJob DescriptionAre you ready to turn up the heat and join the coolest team in town? D&F Plumbing, Heating, and Cooling, the ultimate game-changer in the industry, is on the hunt for a rockstar HVAC Manager - Service Coordinator to join our dynamic crew. Get ready to bring the sizzle and earn an exciting salary starting at $120,000 per year,...

  • Procurement Coordinator

    3 weeks ago

    Vancouver, United States Boly:Welch Full time

    Job Number: 15188 Salary: $40K-$67K DOE Industry: Engineering What Matters Most: Minimum 3-5 years related work experience; experience in a customer service environment a plus Expertise in Microsoft Office (Word, Excel, PowerPoint, and SharePoint); Bluebeam experience a plus Associate’s degree or higher preferred but not required Your New Role: Do you have...

  • Associate, Client Solutions

    4 days ago

    Vancouver, Washington, United States GLG Full time

    Job SummaryGLG is the world's leading B2B platform connecting professionals with expertise. We connect thousands of clients to the largest global network of subject-matter experts across every sector. We bring the power of insight to every great professional decision. We are seeking candidates for Associate positions on the GLG Client Solutions team in...

  • Client Rep

    4 weeks ago

    Vancouver, United States Paragon Prime Solutions Full time

    Join our team as a Client Rep! Our dynamic and fast-paced environment is tailor-made for those who thrive on challenges and enjoy a diverse workday. As a valued member of our team, you'll be at the forefront of promoting our clients at local fundraising events, overseeing campaign operations, and achieving and surpassing goals-all while presenting to the...

  • Registered Client Associate

    2 weeks ago

    Vancouver, United States D.A. Davidson Full time

    Back to job search Job Description Summary/Function We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Vancouver, WA office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and...

  • Site/Kitchen Coordinator

    1 month ago

    Vancouver, Washington, United States Meals on Wheels Full time

    General SummaryResponsible for oversight of Congregate Meal Service including volunteer coordination and supervision; coordination of Supplemental Nutrition program for home delivery and congregate clients; and coordination of responsive services for food insecure populations. Principal Duties and Responsibilities (Essential Functions)Manage the safe and...

  • 7004 - Marketing Technology Coordinator

    4 weeks ago

    Vancouver, United States National Title Insurance Co Full time

    WEST, a Williston Financial Group company, provides technology, data security, and marketing services to the real estate and mortgage industries. The technology solutions and programs offered by WEST streamline the real estate transaction process, increase transparency, and reduce costs for real estate agents, brokerages, title companies, lenders, and the...

  • Vendor Maintenance Coordinator

    6 days ago

    Vancouver, United States Bonneville Power Administration Full time

    As a Vendor Maintenance Coordinator, you will: Serve as a BPA-wide technical contact on Agency vendor file program, processes, and systems, providing technical advice. Provide program oversight and technical expertise to develop standards, processes, and guidelines. Use clear business procedures to create and maintain data and to initiate corrective...

  • Vendor Maintenance Coordinator

    5 days ago

    Vancouver, Washington, United States Bonneville Power Administration Full time

    As a Vendor Maintenance Coordinator, you will:Serve as a BPA-wide technical contact on Agency vendor file program, processes, and systems, providing technical advice. Provide program oversight and technical expertise to develop standards, processes, and guidelines. Use clear business procedures to create and maintain data and to initiate corrective action...

  • Catering Delivery Drivers

    8 hours ago

    Vancouver, United States King Courier Service Full time

    Job DescriptionJob DescriptionEarn $25-$75 per delivery & Drive with the company that puts you first.Fast sign up, great pay and flexible hours. King Courier Service is looking for a reliable, customer focused professional driver to deliver catered food orders for some of the most popular restaurants in town. These catering deliveries are usually on...

  • Transportation Operations Coordinator

    3 weeks ago

    Vancouver, United States Nuna Inc Full time

    As innovators of premium baby gear with a timeless style, Nuna is a Global Brand, growing exponentially in the U.S. Market. Our corporate office is nestled in scenic Berks County, PA, while our West Coast offices are in Solana Beach, CA, and Vancouver WA. Nuna's consistency and attention to detail in producing high-quality products for families are equally...

  • CCBHC Project Coordinator

    1 month ago

    Vancouver, United States Lifeline Connections Full time

    Job DescriptionJob DescriptionOur VisionAs the premier provider of substance use and mental health services in the Pacific Northwest, we are respected and the most trusted resource for behavioral health treatment and whole person care. We provide a comprehensive continuum of coordinated quality services, foster enduring relationships, and empower our...