Client Services Coordinator

Franklin Financial; Louisville (TN); On-site; USD 25,000 - 34,000; Full time

Job summary

Franklin Financial is seeking a Client Services Coordinator to support clients and ensure smooth, responsive service from start to finish. The role is onsite in Louisville, TN and full-time.

You will coordinate day-to-day requests, answer questions, and keep service activities running efficiently. You'll maintain accurate client records, assist internal teams, and help drive timely resolutions, balancing responsiveness with attention to detail.

Qualifications

• Strong customer service mindset with professional communication.
• Proven organization skills managing multiple priorities and deadlines.
• Reliable attention to detail when handling information and scheduling.
• Professional interpersonal skills to build rapport with clients and stakeholders.
• Comfort with technology including Microsoft 365, cloud-based CRM/workflow platforms and AI tools.

Responsibilities

• Serve as primary point of contact for client inquiries and route requests to the appropriate team.
• Manage scheduling and day-to-day coordination to ensure timely service delivery and clear communication.
• Maintain accurate client/service records and documentation to support processes.
• Monitor open requests and track progress for timely follow-up and resolution.
• Collaborate with internal teams to identify bottlenecks and improve client workflows.

Skills

Customer service

Organization

Attention to detail

Interpersonal skills

Tech savvy

Microsoft 365

CRM platforms

AI tools for efficiency

Tools

Microsoft 365

CRM platforms

Workflow platforms

Job description

Franklin Financial is seeking a Client Services Coordinator to support clients and ensure smooth, responsive service from start to finish.

Position Summary

The Client Services Coordinator is responsible for delivering an excellent client experience by coordinating day-to-day requests, addressing questions, and helping keep service activities running efficiently. This role serves as a key point of contact, balancing responsiveness with careful attention to detail and follow-through.

In addition to managing client communications, the coordinator supports internal teams by organizing information, maintaining client records, and helping drive timely resolutions. The ideal candidate is professional, organized, and comfortable working with a variety of client needs in an onsite environment.

Key Responsibilities

• Serve as a primary point of contact for client inquiries, coordinating responses and routing requests to the appropriate team.

• Manage scheduling and day-to-day coordination activities to ensure timely service delivery and clear communication.

• Maintain accurate client/service records and documentation to support consistent processes.

• Assist with monitoring open requests and tracking progress to ensure timely follow-up and resolution.

• Collaborate with internal teams to identify service bottlenecks and support continuous improvements to client workflows.

Required Qualifications

• Strong customer service mindset with the ability to communicate clearly and professionally.

• Demonstrated organization skills, including the ability to manage multiple priorities and follow through on commitments.

• Reliable attention to detail when handling information, documentation, and scheduling.

• Professional interpersonal skills with the ability to build rapport with clients and internal stakeholders.

• Comfortable using technology, including Microsoft 365 applications, cloud-based CRM and workflow platforms, and emerging AI tools to improve efficiency, accuracy, and client service.

• Ability to work onsite in Louisville, TN on a full-time basis.

Preferred Qualifications

• Prior experience in client services, coordination, or a customer-facing support role.

• Experience handling inbound requests and managing service workflows in a fast-paced environment.

• Familiarity with maintaining accurate records and using internal systems to support service operations.

• Comfort working with sensitive information and following established procedures.

Compensation

Hourly rate: $18.00 - $25.00