Entry-Level Account & Client Services Coordinator

Katapult; Lakeville (MN); Presencial; USD 35.000 - 52.000; Jornada completa

Descripción de la vacante

Katapult Network is seeking an outgoing, detail-oriented Account Coordinator to join a professional team that supports clients and maintains strong account relationships. This entry-level role offers training and a path to learn account management and office operations.

You will assist clients with transfers, payments, and inquiries, while coordinating with internal teams to resolve issues and maintain accurate records.

Formación

• Customer service orientation and proactive client support.
• Strong organization to manage multiple tasks and records.
• Careful attention to data entry, paperwork, and follow-up.
• Ability to research issues and collaborate with teams.
• Professional demeanor, positive attitude, and initiative.
• Curiosity and eagerness to learn account management basics.

Responsabilidades

• Assist clients with account-related requests, including transfers, payments, product inquiries, and transaction questions.
• Research and resolve client issues while coordinating with internal teams.
• Support cross-selling of products and services based on client needs.
• Process paperwork related to applications, transfers, and account updates.
• Maintain accurate records in client databases.
• Serve as backup support for front desk or administrative functions as needed.
• Monitor and update client information to ensure accuracy.
• Help maintain office files and documentation in compliance with internal procedures.

Conocimientos

Customer service orientation

Organizational skills

Attention to detail

Problem-solving

Professionalism

Willingness to learn

Educación

Bachelor's degree

Descripción del empleo

Katapult Network is seeking an outgoing, detail-oriented Account Coordinator to join a professional team that supports clients and maintains strong account relationships. This entry-level role offers training and a path to learn account management and office operations.

You will assist clients with transfers, payments, and inquiries, while coordinating with internal teams to resolve issues and maintain accurate records.