Remote Client Operations Coordinator | Flexible PTO

Redw Llc; Salem (OR); Vor Ort; USD 48.000 - 56.000; Vollzeit

Benefits dieser Stelle

Medical benefits

Dental & Vision

Life Insurance

401(k) match

HSA/FSA options

Flexible PTO

Wellness reimbursement

Learning platform

Credential support

WFH stipend

Tech provided

Zusammenfassung

REDW is seeking a Client Operations Coordinator to serve as the primary contact for clients, manage onboarding, and maintain CRM data. The role supports engagement documents and cross-functional teams to ensure a seamless client experience.

Requirements include a high school diploma (GED), 1–3 years in administration, and willingness to travel up to 5%. The firm offers comprehensive benefits and development opportunities.

Qualifikationen

• High school diploma or GED required; some college preferred.
• 1–3 years of administrative experience.
• Willingness to travel up to 5%.

Aufgaben

• Serve as the first point of contact for clients, managing inbound calls, inquiries, and service requests with professionalism and timely follow-up.
• Coordinate client onboarding, engagement setup, and maintenance of client records, accounts, and CRM data.
• Prepare, track, and manage engagement documents, proposals, agreements, reports, and other client-facing materials.
• Monitor service requests and client support activities, ensuring accurate documentation, issue resolution, and escalation when needed.
• Collaborate across teams to deliver a seamless client experience while maintaining compliance with firm policies, quality standards, and operational procedures.

Kenntnisse

Client-centered service

Professional communication

Microsoft 365

CRM platforms

Documentation & records accuracy

Ausbildung

High school diploma/GED

Some college courses

Tools

CRM system

Electronic signatures

Portal software

Document management systems

Practice management software

Jobbeschreibung

REDW is seeking a Client Operations Coordinator to serve as the primary contact for clients, manage onboarding, and maintain CRM data. The role supports engagement documents and cross-functional teams to ensure a seamless client experience.

Requirements include a high school diploma (GED), 1–3 years in administration, and willingness to travel up to 5%. The firm offers comprehensive benefits and development opportunities.