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