Job Description

About the Role

We are looking for a proactive, well-spoken, and tech-savvy individual to join our growing team as a Client Services Coordinator.

This role involves speaking with customers, following up with inquiries, processing applications, keeping records updated, and assisting with day-to-day administrative and operational tasks.

The ideal candidate is someone who learns quickly, communicates professionally, takes initiative, and enjoys working with people.

Key Responsibilities

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  Speak with customers and assist them throughout the application process
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  Follow up with leads and existing customers professionally
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  Process applications and maintain accurate records
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  Assist with tracking customer accounts and related information
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  Keep internal systems and documentation organized and up to date
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  Support daily administrative and operational tasks
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  Coordinate with team members to ensure smooth workflows
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  Provide excellent customer service and communication

Requirements

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  Excellent spoken and written English
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  Strong communication and interpersonal skills
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  Professional and friendly phone manner
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  Tech-savvy and comfortable learning new systems quickly
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  Strong organizational skills and attention to detail
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  Ability to take initiative and work independently
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  Positive attitude and willingness to learn
  
• Ability to work EST timezones - this is a full EST based role

Nice to Have

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  Previous experience in administration, customer service, operations, or a client-facing role
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  Experience working with customers over phone and email
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  Familiarity with CRM or administrative systems