Hybrid Client Service Coordinator

Guidepoint Australia; Phoenix (AZ); Hybrid; USD 41,000 - 50,000; Full time

Benefits offered by this job

15 PTO Days

10 legal holidays

5 sick days

Comprehensive Medical, dental, and vis

10% 401(k) match

Life insurance

Parental leave

Commuter benefits

Corporate gym rate

LinkedIn Learning

Friday happy hour

Summer Fridays

Casual work environment

Option to be full-time remote

Job summary

Guidepoint is seeking a Coordinator for the Client Service team in a hybrid Phoenix office. You will schedule client consultations, track projects, and qualify experts. The role requires 1–3 years in a high-call-volume environment and comfort with AI-enabled tools to enhance accuracy and efficiency.

You’ll collaborate with advisors and clients, manage multiple requests, and keep projects on track. This position offers growth opportunities and a path to greater responsibility within Guidepoint.

Qualifications

• 1-3 years of experience in a high call volume environment.
• Experience using AI-enabled tools to support research, organization, prioritization, and written communication.
• Ability to use AI-enabled tools responsibly, with attention to accuracy, confidentiality, and data quality.
• Work authorization required.

Responsibilities

• Schedule bulk telephone consultations for client service teams.
• Manage multiple client organization requests and respond promptly.
• Coordinate with advisors and clients to confirm telephone consultations.
• Leave messages and follow up with advisors to expedite scheduling.
• Maintain updated status of client telephone consultations.
• Qualify advisors via questionnaire to confirm suitability for consultations.
• Support project managers by tracking progress across multiple work streams.
• Assist with ad-hoc requests as needed.

Skills

AI fluency

Attention to detail

Time management

Team collaboration

Urgency & responsiveness

Data confidentiality

Data quality

Tools

AI-enabled tools

Job description

Guidepoint is seeking a Coordinator for the Client Service team in a hybrid Phoenix office. You will schedule client consultations, track projects, and qualify experts. The role requires 1–3 years in a high-call-volume environment and comfort with AI-enabled tools to enhance accuracy and efficiency.

You’ll collaborate with advisors and clients, manage multiple requests, and keep projects on track. This position offers growth opportunities and a path to greater responsibility within Guidepoint.