Client Services Coordinator​

Reposted 3 Days Ago
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Corpus Christi, TX
In-Office
Entry level
Fintech • Software • Financial Services
The Role
The Client Services Coordinator serves as a liaison between clients and internal teams, coordinating deliverables, managing client records, and ensuring smooth onboarding. Responsibilities include addressing client concerns and assisting with satisfaction surveys.
Summary Generated by Built In

Join Our Team as a Client Services Coordinator – Deliver Exceptional Support and Enhance Client Experiences!

Are you detail-oriented, organized, and passionate about providing outstanding client support? We’re looking for a proactive and service-driven Client Services Coordinator to join our growing team. In this role, you'll be the vital link between our clients and internal teams—ensuring seamless communication, smooth processes, and excellent service delivery.

Why You’ll Love This Role
  • 💼 Structured Training & Onboarding: Whether you’re new or experienced, we’ll set you up for success.
  • Flexible Scheduling Options: Full-time or part-time positions with hybrid or remote work flexibility.
  • 📈 Growth-Oriented Environment: Pathways into client relations, project coordination, or account management roles.
  • 💰 Competitive Compensation: Base salary plus performance-based incentives and recognition.
Key Responsibilities
  • Serve as the primary liaison between clients and internal departments.
  • Coordinate project timelines, client deliverables, and service requests.
  • Ensure smooth onboarding of new clients and consistent follow-up support.
  • Maintain accurate client records and manage updates in CRM systems.
  • Proactively address client questions and concerns with professionalism and care.
  • Assist with client reporting, service reviews, and satisfaction surveys.
What We’re Looking For
  • ✔ Strong communication and interpersonal skills
  • ✔ High level of organization and attention to detail
  • ✔ Ability to multitask and manage deadlines effectively
  • ✔ Collaborative team player with a customer-first mindset
  • ✔ Experience in client services, administrative support, or coordination is a plus (but not required)
Perks & Benefits
  • ✅ Paid training and professional development opportunities
  • ✅ Health insurance and retirement plan options
  • ✅ Incentive bonuses and client satisfaction rewards
  • ✅ Supportive and inclusive team culture
Ready to Be the Backbone of Exceptional Client Service?

If you love keeping things organized, helping people, and contributing to a positive client experience—we’d love to connect with you!

👉 Apply now to join us as a Client Services Coordinator—where service excellence meets opportunity.

Top Skills

Crm Systems
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The Company
HQ: Lumberton, North Carolina
4 Employees
Year Founded: 2022

What We Do

The Strickland Group, led by Triston Strickland, is a premier agency in the Life Insurance Industry. Over the years, we’ve grown rapidly by putting our agents first and helping clients secure their financial futures.

VISION: Build, Equip, and Empower agents to achieve impact, freedom, and success.

MISSION:

Provide agents with the tools, training, and mindset to thrive.

Create a culture rooted in honor, growth, grit, and accountability.

Serve with excellence, integrity, and measurable impact.

We believe our business model is the best-kept secret in sales and the key to building lasting wealth.

Discover How Top Sales Professionals Are Breaking Free From the Traditional Income Model

This is only possible in the cash- and time-rich financial services industry.

If you’re an ambitious salesperson ready to break free from burnout and create a business that works for you, let’s talk.

Imagine This:

Meet clients only 2–3 times per week (virtually).

Earn $75K/year on average, $150K/year if skilled, $300K/year as a top performer.

What We DON'T Do:

60+ hour work weeks

Cold calling

Endless networking

Constant prospecting

What We DO:

Help you start part-time or full-time, building your own scalable business.

Provide the best products in today’s financial marketplace.

Hire performers, not backgrounds—we care about your drive and success.

Offer top commission rates, no income cap, plus monthly bonuses and trip incentives.

How We Make It Happen:
We’ve developed a proven, plug-and-play system that streamlines your sales process, letting you focus on what you do best—helping clients and growing your business. Our proprietary lead generation ensures you spend your time with clients ready to move forward.

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