Client Services Coordinator Job Description [Updated for 2024]

client services coordinator job description

In today’s customer-centric business landscape, the role of Client Services Coordinator is more crucial than ever.

As businesses strive to provide exceptional service, the demand for skilled professionals who can manage, enhance, and champion our client relations is growing.

But what does it truly mean to be a Client Services Coordinator?

Whether you are:

  • A job seeker trying to understand the scope of this role,
  • A hiring manager looking to define the perfect candidate,
  • Or simply fascinated by the intricacies of client services coordination,

You’re in the right place.

Today, we present a customizable Client Services Coordinator job description template, designed for effortless posting on job boards or career sites.

Let’s dive right in.

Client Services Coordinator Duties and Responsibilities

Client Services Coordinators play a crucial role in helping a company provide superior customer service to its clients.

Their main goal is to ensure client satisfaction by acting as the main point of contact between the company and its clients.

Their daily duties and responsibilities often include:

  • Communicating with clients to understand their needs and explain product value
  • Building relationships with clients based on trust and respect
  • Collaborating with internal departments to ensure that client needs are understood and satisfied
  • Managing and resolving client complaints effectively and promptly
  • Keeping record of client interactions, transactions, comments, and complaints
  • Updating client accounts based on interactions and feedback
  • Monitoring and measuring client satisfaction
  • Developing and maintaining a deep understanding of the company’s products or services
  • Training and guiding staff to maintain high customer service standards
  • Preparing reports on account status for company leadership
  • Identifying opportunities to expand or improve client services and take action accordingly


Client Services Coordinator Job Description Template

Job Brief

We are looking for a detail-oriented and dedicated Client Services Coordinator to join our team.

The Client Services Coordinator will directly work with clients, providing comprehensive support in delivering the company’s services.

Responsibilities include coordinating with internal departments to ensure the delivery of efficient services, addressing client inquiries, and resolving any client-related issues.

The ideal candidate possesses excellent communication skills, a customer-focused attitude, and the ability to multitask in a fast-paced environment.



  • Coordinate with internal departments to ensure timely and efficient service delivery to clients
  • Resolve client concerns and issues in a timely and satisfactory manner
  • Maintain updated records of client interactions and transactions
  • Build strong and positive relationships with clients
  • Train and guide staff to maintain high customer service standards
  • Monitor and report on the performance of client service campaigns
  • Conduct client satisfaction surveys and implement necessary changes as required
  • Prepare reports on account status
  • Stay updated on product knowledge to provide high quality customer service



  • Proven work experience as a Client Services Coordinator or similar role
  • Strong understanding of customer service techniques
  • Excellent verbal and written communication skills
  • Proficiency in MS Office and customer service software
  • Strong problem-solving ability
  • Ability to work in a fast-paced, high-pressure environment
  • High school diploma; BSc/BA in Business Administration or relevant field is a plus



  • 401(k)
  • Health insurance
  • Dental insurance
  • Retirement plan
  • Paid time off
  • Professional development opportunities


Additional Information

  • Job Title: Client Services Coordinator
  • Work Environment: Office setting with options for remote work. Some travel may be required for client meetings or team training.
  • Reporting Structure: Reports to the Client Services Manager.
  • Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
  • Pay Range: $50,000 minimum to $75,000 maximum
  • Location: [City, State] (specify the location or indicate if remote)
  • Employment Type: Full-time
  • Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
  • Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].


What Does a Client Services Coordinator Do?

Client Services Coordinators typically work for corporations across various industries, including marketing, healthcare, education, and financial services, among others.

Their primary role is to act as the liaison between the company and its clients.

They manage daily administrative tasks, including answering client inquiries via phone or email and ensuring all client interactions are logged and kept up-to-date in the company’s database.

They also schedule appointments or meetings between the clients and the company’s specialists or executives as needed.

Their job is to understand the specific needs of each client, communicating these needs clearly to the relevant departments within the company, and ensuring that these needs are met promptly and effectively.

They also play an essential role in problem-solving and resolving any issues or concerns raised by the clients.

In addition to that, Client Services Coordinators often have the responsibility of monitoring the company’s services to ensure they meet the clients’ expectations and satisfaction.

They also gather client feedback, and use this information to recommend improvements to the company’s services or products.

Some may also be tasked with developing and implementing client service policies and standards for the organization.

They may also assist in the creation and execution of sales or marketing strategies.

Overall, their main goal is to foster positive relationships with clients, aiming to enhance client satisfaction and loyalty, which in turn can lead to client retention and business growth.


Client Services Coordinator Qualifications and Skills

A proficient Client Services Coordinator should have a variety of skills and qualifications to effectively manage customer interactions, such as:

  • Strong customer service skills to effectively address client queries and concerns, ensuring complete client satisfaction
  • Excellent communication skills for understanding client needs and conveying information clearly and effectively to both clients and team members
  • Outstanding organizational skills for managing multiple client accounts, tracking client interactions, and maintaining detailed client records
  • Problem-solving skills to identify and address client issues in a timely and efficient manner
  • Interpersonal skills to build and maintain positive relationships with clients, fostering long-term loyalty and trust
  • Proficiency in customer relationship management (CRM) software to automate and streamline client services processes
  • Attention to detail to ensure accurate understanding and fulfillment of client requests and needs
  • Teamwork abilities for working effectively with other team members towards common objectives and client satisfaction
  • Time management skills to manage client services and tasks efficiently, ensuring all deadlines are met


Client Services Coordinator Experience Requirements

Entry-level candidates for a Client Services Coordinator role usually have 1 to 2 years of experience, which can be gained through internships, part-time roles, or full-time roles in customer service, sales, or marketing.

These professionals often build their skills in communication, coordination, and client management in roles such as Customer Service Representative, Sales Associate, or Marketing Coordinator.

Candidates with more than 3 years of experience have typically honed their client service skills and have a deeper understanding of client needs, service strategies, and the coordination of services.

They might have worked in roles such as Account Manager or Client Relations Specialist.

Those with more than 5 years of experience are often expected to have some leadership experience and may have managed teams or large client accounts in their previous roles.

They are well equipped to handle crisis situations, resolve complex client issues, and take strategic decisions for client service improvements.


Client Services Coordinator Education and Training Requirements

A Client Services Coordinator typically holds a bachelor’s degree in business administration, communications, marketing, or a related field.

They should have a strong understanding of customer service principles and practices, as well as excellent communication and interpersonal skills.

Experience in a customer service role or in a role that involved regular interaction with clients or customers is often required.

This can be gained through internships, part-time jobs, or even volunteer work.

Some positions may require Client Services Coordinators to have knowledge or experience in a specific industry.

Many employers provide on-the-job training to help Client Services Coordinators learn about their products, services, and customer relations policies.

While not required, some Client Services Coordinators may choose to pursue advanced certifications in customer service or related fields to enhance their skills and qualifications.

They should also have strong organizational and multitasking abilities, as they often need to manage multiple client accounts and projects at the same time.

They must also be comfortable using computer software, including customer relationship management (CRM) systems, Microsoft Office Suite, and other business-related software.


Client Services Coordinator Salary Expectations

A Client Services Coordinator earns an average of $47,500 (USD) per year.

The specific salary may fluctuate based on factors such as years of experience, educational background, geographic location, and the specific industry or company they work for.


Client Services Coordinator Job Description FAQs

What skills does a Client Services Coordinator need?

A Client Services Coordinator should possess excellent communication and interpersonal skills to handle client requests and queries effectively.

They should also have strong organizational and multitasking abilities to manage multiple client accounts and deadlines.

Proficiency in customer relationship management (CRM) software is often required and knowledge of industry-specific processes and practices can be beneficial.


Do Client Services Coordinators need a degree?

While not always required, many employers prefer Client Services Coordinators to have a bachelor’s degree in business administration, marketing, communications, or a related field.

However, experience in customer service or client relationship management can often be considered in lieu of formal education.


What should you look for in a Client Services Coordinator resume?

When reviewing a Client Services Coordinator resume, look for demonstrated experience in customer service or client relations.

This can include experience managing client accounts, resolving customer issues, or coordinating service delivery.

Additionally, familiarity with CRM software and strong computer skills are often required.

Excellent communication and problem-solving skills should also be highlighted.


What qualities make a good Client Services Coordinator?

A good Client Services Coordinator is proactive, resourceful, and has a strong client-centric approach.

They should have excellent problem-solving skills to handle any client issues that arise, and be able to communicate effectively with different departments within the organization to coordinate service delivery.

Above all, they should be able to build and maintain strong relationships with clients to ensure their needs are met and they are satisfied with the service.


What are the daily duties of a Client Services Coordinator?

On a typical day, a Client Services Coordinator may review and respond to client queries or complaints, coordinate service delivery with different departments, manage client accounts and update CRM systems with client interaction data.

They may also participate in client meetings or conference calls, prepare client reports, and work to identify and implement strategies to improve client satisfaction.



And there you have it.

Today, we’ve unravelled the intricacies involved in being a Client Services Coordinator.

Surprise, surprise?

It’s not just about answering calls.

It’s about orchestrating seamless client experiences, one interaction at a time.

Armed with our ready-to-use Client Services Coordinator job description template and practical examples, you’re all set to take the next step.

But why settle here?

Venture further with our job description generator. It’s your go-to tool for precision-crafted job listings or tailoring your resume to perfection.


Every client interaction is part of a bigger journey.

Let’s create those memorable experiences. Together.

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