Job Description

Client Services Coordinator - TalentZok

OVERVIEW

Are you looking for a new career opportunity with an exciting company?! Then we've got the right team for you! In this role, you're responsible for the duties listed below.

Immediate opening for a Client Services Coordinator in Temecula, CA who possesses:

• Previous call center or high-volume professional customer service experience; retail-only customer service experience will not be sufficient
• Strong Microsoft Word, Excel, and Outlook skills
• Excellent typing, grammar, spelling, and written communication skills
• Experience handling difficult callers with patience, professionalism, and proven de-escalation techniques
• Strong organization, multitasking, time-management, and attention-to-detail skills
• Reliable attendance, punctuality, and ability to work effectively in a structured environment

Email resumes to dandriacchi@talentzok.com or call 858.633.2357.

FULL DESCRIPTION: We are seeking a Client Services Coordinator to provide high-volume phone, email, administrative, and client support within a professional financial services environment. This temp-to-perm opportunity will be responsible for responding to client inquiries, managing daily and cyclical administrative tasks, maintaining accurate records, preparing correspondence, working with company databases and document-management platforms, and supporting internal team members with assigned projects. The ideal candidate will have professional call center or high-volume customer service experience, strong written communication skills, excellent organization, and the ability to remain patient and professional when handling difficult or time-sensitive interactions.

The selected candidate will be responsible for:

• Answering incoming calls from clients, property owners, representatives, and other external contacts
• Responding to client and property owner requests by email
• Providing professional, courteous, and accurate customer service throughout each interaction
• Handling difficult or frustrated callers using patience, professionalism, active listening, and effective de-escalation techniques
• Researching information within company databases and working files to respond to inquiries accurately
• Completing recurring and cyclical administrative tasks throughout the year
• Completing daily assignments requested by management and other staff members
• Managing multiple assignments through effective organization, prioritization, and attention to detail
• Communicating effectively with internal staff members, clients, property owners, and industry contacts
• Using active listening skills to understand requests, clarify information, and determine appropriate next steps
• Drafting professional letters, memoranda, emails, and other business correspondence
• Preparing and mailing correspondence and documentation
• Printing, collating, organizing, and distributing forms, mailings, and other materials
• Performing accurate data entry
• Maintaining periodic logs, trackers, and administrative records
• Reviewing and scrubbing electronic files and data as required
• Converting, downloading, and uploading electronic files
• Working with document-management and file-sharing platforms such as SharePoint, Box, Simplifile, or similar systems
• Using Microsoft Word, Excel, and Outlook to complete daily assignments
• Maintaining accurate and organized electronic and physical records
• Following established procedures, policies, and departmental workflows
• Monitoring assigned projects, responsibilities, and deadlines through completion
• Assisting other staff members with delegated assignments and projects
• Adapting to shifting priorities while maintaining accuracy and responsiveness
• Taking ownership of assigned responsibilities and following through on commitments
• Contributing positively to a collaborative and team-oriented work environment
• Performing other client service and administrative duties as assigned

The selected candidate will also possess:

• Previous professional call center or high-volume customer service experience required
• Experience handling a high volume of phone and email communication required
• Professional customer service experience outside of a retail-only environment strongly preferred
• Experience managing difficult callers and challenging customer interactions required
• Demonstrated de-escalation skills required
• Excellent verbal communication and active listening skills required
• Strong written communication skills required
• Excellent grammar, spelling, and proofreading abilities required
• Strong typing and data-entry skills required
• Microsoft Word proficiency required
• Microsoft Excel proficiency required
• Microsoft Outlook proficiency required
• Experience with SharePoint, Box, Simplifile, or similar document-management platforms preferred
• Strong organizational skills required
• Strong attention to detail and accuracy required
• Ability to manage multiple assignments and deadlines simultaneously
• Strong time-management skills required
• Ability to work effectively within a fast-paced environment
• Ability to take initiative and complete tasks with appropriate independence
• Ability to accept constructive feedback and apply it effectively
• Strong accountability and follow-through required
• Consistent punctuality and dependable attendance required
• Ability to follow established policies and procedures
• Professional phone presence required
• Ability to communicate respectfully and professionally with clients and internal staff
• Collaborative and team-oriented work style required
• Ability to work onsite in Temecula, CA
• Ability to work Monday through Friday from 8:00 AM to 5:00 PM
• Ability to support a temp-to-perm opportunity

Physical Requirements:

• Ability to sit and work at a computer for extended periods while responding to emails, entering data, reviewing records, and completing administrative assignments
• Ability to communicate by telephone, email, and in person throughout the workday
• Ability to use hands and fingers for typing, data entry, filing, scanning, document preparation, and standard office tasks
• Ability to review spreadsheets, correspondence, electronic records, databases, forms, and computer screens for extended periods
• Ability to occasionally stand, walk, bend, reach, and move throughout the office as needed
• Ability to occasionally lift, carry, or move standard files, documents, mailings, office supplies, and other lightweight office materials
• Ability to perform repetitive computer, telephone, and document-processing tasks throughout the workday
• Ability to maintain professionalism, focus, accuracy, and attention to detail while managing high volumes of phone calls, emails, and administrative requests

Salary Range: $20/hour
For immediate and confidential consideration, please email your resume to dandriacchi@talentzok.com or call 858.633.2357.
More information can be found at www.talentzok.com.