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Coordinator, Client Account

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Guidepoint

1mo ago

  • Job
    Full-time
    Entry & Junior Level
  • London

AI generated summary

  • You need strong organizational skills, excellent communication, client-focused mindset, ability to manage multiple tasks, and experience in account management or client services.
  • You will manage client accounts, coordinate communication, ensure service quality, and assist in resolving issues to enhance client satisfaction and support business operations.

Requirements

  • Bachelor's degree
  • Previous internship/volunteering/extracurriculars
  • The right to work in the UK
  • Desire to work in a sales/lead generation role that is KPI and metrics-driven
  • Ability to work in a fast-paced, results-oriented environment
  • Excellent time management and organizational skills
  • Outgoing personality with the ability to speak with people at all professional levels
  • Intellectual curiosity and desire to learn
  • Excellent written and verbal communication skills
  • Demonstrated ability to work both individually and as part of a team

Responsibilities

  • Responsible for scheduling bulk telephone consultations for client service teams
  • Coordinate with advisors to confirm telephone consultations
  • Leave messages and follow up with Advisors to expedite scheduling projects
  • Maintain an updated status of client telephone consultations
  • Update Advisors' profiles as needed
  • Qualify Advisors via questionnaire to confirm if they are appropriate for consultations
  • Follow multiple work streams to help Project Managers organize client requests and track progress on projects
  • Assist with ad-hoc requests

FAQs

What is the primary role of a Coordinator on the Client Service team at Guidepoint?

The primary role of a Coordinator on the Client Service team at Guidepoint is to oversee all administration within the client service team, which includes booking client consultations, tracking projects, and qualifying experts.

What are the main responsibilities of the Coordinator position?

The main responsibilities include scheduling bulk telephone consultations, coordinating with advisors to confirm consultations, maintaining an updated status of client consultations, updating advisors’ profiles, qualifying advisors through questionnaires, and assisting with ad-hoc requests.

What qualifications are required for the Coordinator role?

A bachelor's degree and prior internship, volunteer experience, or participation in extracurricular activities are required. Additionally, candidates must have the right to work in the UK.

What skills are essential for a successful Coordinator at Guidepoint?

Essential skills include a desire to work in a sales/lead generation role that is KPI-driven, the ability to work in a fast-paced environment, excellent time management and organizational skills, strong communication skills, and the capacity to work both independently and as part of a team.

What kind of work environment does Guidepoint offer?

Guidepoint offers a competitive compensation structure, private health insurance, an entrepreneurial environment, international exposure, a casual work setting, and team-building events during the summer and winter.

What is the interview process like for the Coordinator position?

The interview process includes an initial screening with a recruiter, an interview with the hiring manager, a mock assessment that simulates a client request, and a final outcome decision based on the interviews.

What opportunities for career development are available at Guidepoint?

Guidepoint emphasizes career growth through built-in mentorship, hands-on leadership, and opportunities for upward mobility within the organization.

How does Guidepoint approach diversity and inclusion in the workplace?

Guidepoint is committed to upholding policies that create an equitable and welcoming environment for all employees, advisors, and clients, recognizing the importance of diversity in building connections and perspectives.

Is the Coordinator position hybrid or fully remote?

The position is designated as hybrid, indicating a combination of both in-office and remote work options.

The Experts at Finding Expertise

Consulting
Industry
1001-5000
Employees
2003
Founded Year

Mission & Purpose

Guidepoint is a research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we enable our clients to turn answers into action. Backed by a network of nearly 1.5 million experts, and Guidepoint’s 1,300 employees worldwide we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.