PARS Client Service Coordinator

PARS | Public Agency Retirement Services; Newport Beach (CA); Hybrid; USD 41,000 - 55,000; Full time

Benefits offered by this job

Vacation

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Profit-Sharing Plan

FSA

HSA

Dep. FSA

Supplemental Insurance plans

Paid Sick Leave

Job summary

PARS is seeking a Client Services Coordinator to nurture and expand relationships with existing and prospective clients. You will manage daily service needs, coordinate meetings, prepare materials, and help resolve issues.

You may present at Board or Council meetings as needed, representing PARS and serving as subject matter expert. You will also support sales by engaging with clients at events, traveling to meet clients in California, and maintaining meticulous records in Dynamics.

Qualifications

• Bachelor's degree in a related field.
• Two or more years of experience in account management, administration, finance, customer service or related field.

Responsibilities

• Maintain day-to-day client relationships and ensure superior client satisfaction.
• Organize regular meetings with clients and partners (virtual or in-person).
• Travel to meet clients (California first, other states as needed).
• Prepare analyses and presentation materials to support goals and objectives.
• Assist sales by engaging with clients at events and identifying opportunities.

Skills

Client relationship management

Public speaking

Communication skills

Organizational skills

Problem solving

Time management

Team player

Education

Bachelor's degree in related field

Tools

Zoom

MS Office (Word/Excel/Outlook/PowerPoint/Teams)

Job description

About Public Agency Retirement Services

Rooted by our mission and driven by our company values, PARS continues to achieve key milestones and establish industry standards as a market leader. Since inception, we have consulted with over a thousand public agencies and administer programs that have cumulatively saved hundreds of millions of dollars in public resources. Our team of highly responsive experts work each day to thoughtfully guide our clients and provide solutions to achieve their goals.

Job Ad – Client Services Coordinator

About Public Agency Retirement Services

Rooted by our mission and driven by our company values, PARS continues to achieve key milestones and establish industry standards as a market leader. Since inception, we have consulted with over a thousand public agencies and administer programs that have cumulatively saved hundreds of millions of dollars in public resources. Our team of highly responsive experts work each day to thoughtfully guide our clients and provide solutions to achieve their goals.

Job Summary

As one of the "faces of PARS," the Client Services Coordinator is responsible for building and retaining excellent relationships with existing clients and cultivating relationships with prospective clients. They support strong client relationships by managing daily service needs, coordinating regular meetings, preparing materials, and ensuring timely issue resolution. This individual also assists sales efforts by engaging with clients at events and identifying potential opportunities for new and existing clients. Additionally, they may present at Board or Council meetings, representing PARS and serving as subject matter expert as needed.

Duties And Responsibilities

Client Management and Relationship Development (80%)

• Oversee day-to-day client relationships for assigned agencies and assume full accountability for superior client satisfaction from a service perspective;
• Organize regular meetings with assigned clients and partners and handle associated follow-up meetings which may be virtual or in-person;
• Travel as required to meet in person with clients primarily in California and occasionally to other states;
• Prepare analyses and presentation materials to support meeting goals/objectives;
• Effectively communicate with clients, partners, and internal departments to address all client needs and provide necessary research, problem solving, and provide support to consultants to manage (often complex) problems through to resolution;
• Attend ad hoc events such as benefit fairs, partner/client networking events, etc.; and
• Maintain accurate and detailed records in Dynamics, including customer updates, notes, meeting dates, and account updates.

Sales Support (20%)

• Attend relevant tradeshows and conferences to interact with clients, provide support to sales team, and identify and qualify relevant sales leads;
• Uncover potential opportunities with existing clients for sales of additional products and pass off to the Sales team; and
• Present on behalf of consultants at Board or Council Meetings as PARS representative and subject matter expert on PARS retirement plans as needed.

Other Duties Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job.

Qualifications/Requirements

Required

• Two (2) or more years of experience in account management, administration, finance, customer service or a related field.
• Bachelor's degree in a related field

Preferred

• Knowledge of governmental pension plans.

Skills

• Possess strong client relationship management skills to effectively manage daily interactions with clients, partners, and internal departments;
• Comfortable with public speaking/presenting;
• A keen ability to critically think through complex issues;
• Excellent oral and written communication, presentation, organizational, analytical, and problem-solving skills;
• Highly organized and proactive with the ability to accurately manage and meet all deadlines;
• Strong follow-up skills and the ability to manage multiple accounts simultaneously;
• Ability to work without direct supervision and efficiently manage tasks and time;
• Proficient with Zoom and MS Office, including Word, Excel, Outlook, PowerPoint, and Teams;
• Working knowledge of all standard office equipment;
• Maintain a professional demeanor;
• Exhibit a high level of confidentiality; and
• Be a team player.

Work Environment and Physical Demands

• Flexibility in work schedule, with the ability to work from home for a percentage of time per week;
• Ability to travel during the workday and work extended hours as needed;
• Ability to travel overnight as needed, primarily in California;
• Attending tradeshows or conferences within Orange County and in- or out-of-state locations;
• Sitting at a desk for sometimes long and continuous periods of time;
• Answering or making calls on the telephone or Zoom for sometimes long and continuous periods of time;
• Using a keyboard to perform research, and to communicate through written means for sometimes long and continuous periods of time;
• Looking at a computer monitor for sometimes long and continuous periods of time;
• Occasionally standing, walking, reaching, and stooping;
• Lifting up to 45 lbs.; and
• Exposure to moderate noise level.

Benefits

Vacation, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Profit-Sharing Plan, FSA, HSA, Dependent FSA, Supplemental Insurance plans (Short term disability, long term disability, voluntary life insurance, hospital indemnity, accident, and cancer, Group term life insurance), and Paid Sick Leave (Minimum of 40 hours per year)

Job Type: Full-time

Hourly Rate: $35

Public Agency Retirement Services (PARS) provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

This position will require a background check, including Social Security, address, nationwide criminal database, county criminal, and nationwide sex offender records, as well as employment, education, and professional reference verification. PARS participates in E-Verify. Employment eligibility will be confirmed through E-Verify only after a formal job offer is accepted and Form I-9 is completed. We do not use E-Verify to pre-screen applicants.