Client Coordinator

Summary/Objective Reporting to the Planning Team and Client Coordinator Supervisor, the Client Coordinator is responsible for being the initial point of contact for our clients, whether that is through phone calls or emails. Essential Functions Provide administrative support to a Planning team. This includes answering initial client phone calls and assisting (when needed) in responding directly to client calls and email communications. Scheduling client consults and phone calls when needed. The Client Coordinator will be responsible for keeping each of their Planners schedules up to date with any client meetings, firm meetings, and scheduled client phone calls. Request information directly from the client that may be needed for upcoming consults or phone calls and follow-up accordingly.…