Client Service Scheduler | Hybrid/Remote Eligible

Guidepoint Shanghai; Phoenix (AZ); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid work model

Remote work option

Professional development

Job summary

Guidepoint is seeking a Coordinator in the Client Service team to oversee administration within the client service group in its Phoenix office. The role involves booking client consultations, tracking projects, and qualifying experts, with a hybrid schedule requiring at least one day per week in the office.

You will coordinate with advisors and clients, manage multiple requests, and ensure timely responses while maintaining high data quality and confidentiality.

Qualifications

• 1-3 years of experience in a high call volume environment.
• AI fluency and experience using AI-enabled tools to support research, organization, prioritization, and written communication.
• Ability to use AI-enabled tools thoughtfully and responsibly, with attention to accuracy, confidentiality, data quality, and human judgment.
• Curiosity about emerging technology and willingness to build skills with new tools that improve productivity and client service.
• Work authorization required.

Responsibilities

• Schedule bulk telephone consultations for client service teams.
• Coordinate with advisors and clients to confirm telephone consultations.
• Leave messages and follow up with Advisors to expedite scheduling projects.
• Maintain an updated status of client telephone consultations.
• Qualify Advisors via questionnaire to confirm suitability for consultations.
• Follow multiple work streams to help Project Managers organize client requests and track progress.
• Assist with ad-hoc requests.

Job description

Guidepoint is seeking a Coordinator in the Client Service team to oversee administration within the client service group in its Phoenix office. The role involves booking client consultations, tracking projects, and qualifying experts, with a hybrid schedule requiring at least one day per week in the office.

You will coordinate with advisors and clients, manage multiple requests, and ensure timely responses while maintaining high data quality and confidentiality.