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Client Service Coordinator

Company:
The Boundary
Location:
New York City, NY
Posted:
April 28, 2026
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Description:

Job Description

The Client Services Coordinator supports the Client Services team in delivering outstanding client experiences by managing documentation, scheduling, and internal follow-ups. This entry-level role provides vital administrative support, helping the team maintain accurate records, coordinate meetings, and prepare materials for client communication. The Coordinator is essential in ensuring operational consistency across client accounts.

Responsibilities

Client Strategy & Relationship Management

Provides day-to-day support across Tier 1–3 accounts by coordinating communications, documentation, and scheduling.

Supports Managers and Senior Managers with timely and accurate tracking of project actions and client requests.

Ensures that project documents, call notes, and meeting agendas are well prepared and client-ready.

Account Growth & Commercial Development

Supports client-facing team members by compiling historic scope and delivery data to inform renewal or upsell discussions.

Maintains reference documents and logs to help team track engagement history and opportunity timelines.

Assists in follow-ups to nurture ongoing client conversations post-delivery.

Client Delivery Governance

Tracks delivery milestones in CRM tools and project boards (e.g., HubSpot, Monday.com), ensuring all updates are current.

Logs client feedback rounds and supports content upload or review logistics.

Helps prepare client-facing decks, recaps, or handover notes for internal use.

Cross-Functional Collaboration

Works closely with PMs to ensure project schedules, meetings, and updates are clearly communicated.

Coordinates with BD on contact records and helps align notes between teams.

Flags recurring questions or delivery themes for discussion in team reviews.

Team Leadership & Capability Development

Participates in team meetings and internal knowledge-sharing sessions.

Seeks out learning opportunities from senior team members and proactively upskills in tools and workflows.

Process & Tools Optimisation

- Keeps CRM and shared documentation up to date.

- Identifies repetitive tasks that could benefit from process improvements or templating.

- Helps test new tools and SOP updates as they roll out across the department.

Reporting, Feedback & Escalation Management

Maintains contact logs, activity trackers, and supports NPS/feedback survey rollouts.

Alerts team leads if a client hasn’t received key updates or requires a follow-up.

Compiles inputs for team reporting dashboards and post-project summaries.

Hiring & Onboarding

Assists in onboarding new Coordinators by walking them through systems, shared files, and daily task flows.

Shares learnings, tips, and process notes to improve future onboarding cycles.

Requirements

1–2 years in admin, coordination, or client service support

Experience working in a fast-paced agency or studio environment

Excellent organizational and task management skills

Strong written communication

Basic knowledge of CRM or documentation tools

Ability to take accurate notes and follow up independently

Detail-oriented and proactive mindset

Comfortable juggling multiple internal and client-facing tasks

Strong team collaboration skills

Bachelor’s degree or relevant experience preferred

Benefits

Salary: $50 to 65k per annum depending on experience

Bonus Scheme: based on annual company performance

Retirement Plan (401k)

Health Care Plan (Medical, Dental & Vision)

Gym membership

Fantastic office environment in a nice location

Full-time

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