Client Services Coordinator (CRM Focus)

Position Summary

We are seeking a detail-oriented Client Services Coordinator with CRM focus to support the maintenance and optimization of our client's CRM system. This role focuses on data accuracy, internal support, and coordinating communication across teams. Prior experience in financial industry highly preferred over other industries.

Key Responsibilities

• Maintain and update customer data within the CRM system

• Monitor and assign incoming web leads

• Support internal teams with CRM updates and basic troubleshooting

• Manage shared inboxes, inbound calls, and request routing

• Send approved client communications and track account activity

• Assist with website updates (WordPress) and email campaigns (Mailchimp)

• Maintain internal reports, spreadsheets, and system data

Qualifications

• Experience with CRM systems

• Proficiency in Outlook, Excel, and Teams

• Strong attention to detail and organization

• Ability to manage multiple tasks and meet deadlines

• Strong communication skills and ability to learn new systems quickly

Key Traits

• Proactive, self-starter mindset

• Solutions-oriented with strong accountability

• Team player with a willingness to learn and grow