Client Engagement & Scheduling Coordinator

Freudigman & Billings, LLC; Westport (CT); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Time Off

Meal Perks

Job summary

Freudigman & Billings, LLC in Westport, CT seeks a Client Engagement Associate to ensure a seamless experience for students, families, and instructors, handling onboarding, scheduling, and administrative processes.

The role requires exceptional organizational skills, strong judgment, and the ability to manage complex details with accuracy and professionalism in a fast‑paced educational setting.

Qualifications

• Bachelor's degree (B.A. or B.S.) required.
• Two or more years of experience in scheduling, administrative support, client services, customer service, or office operations.
• Strong proficiency with Google Workspace, scheduling software, and data management systems.
• Advanced proficiency with Apple products and Mac operating systems.

Responsibilities

• Prioritize and manage shared communication channels, including Welcome inboxes, and ensure timely responses and follow‑through.
• Coordinate scheduling services for new clients and advising meetings for current clients.
• Assist the Director of Client Services with scheduling onboarding calls.
• Support the onboarding process for new families by collecting required documentation, entering new client information into internal systems, and preparing client files.
• Maintain and update databases to ensure accurate tracking of prospective and current clients.
• Assist the Client Services Team with major cyclical scheduling projects throughout the academic year.
• Maintain knowledge of local school calendars, academic schedules, standardized testing timelines, and seasonal programming.
• Collaborate closely with the Client Services Team and other key members of the office to support efficient daily operations.
• Manage incoming phone calls, greet and direct students and families, and provide a welcoming, professional front‑office experience.
• Assist with facility coordination, including communication with the landlord and supporting day‑to‑day office operations as needed.
• Maintain strict confidentiality of all student and family information.

Skills

Critical Thinking

Attention to Detail

Executive Functioning

Big-Picture Thinking

Crisis Management

Leadership & Teamwork

Communication

Education

Bachelor's degree (B.A. or B.S.)

Tools

Google Workspace

Mac OS

Scheduling software

Data management systems

Job description

Freudigman & Billings, LLC in Westport, CT seeks a Client Engagement Associate to ensure a seamless experience for students, families, and instructors, handling onboarding, scheduling, and administrative processes.

The role requires exceptional organizational skills, strong judgment, and the ability to manage complex details with accuracy and professionalism in a fast‑paced educational setting.