Client services administrator job description
Updated March 14, 2024
9 min read
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Example client services administrator requirements on a job description
Client services administrator requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in client services administrator job postings.
Sample client services administrator requirements
- Bachelor's degree in business administration or related field
- Proficient in Microsoft Office Suite
- Experience in customer service or related field
- Excellent written and verbal communication skills
- Ability to multitask and prioritize tasks effectively
Sample required client services administrator soft skills
- Strong interpersonal skills
- Ability to work independently and as part of a team
- Attention to detail and strong organizational skills
- Ability to remain calm and professional under pressure
- Excellent problem-solving skills
Client services administrator job description example 1
Intercare Therapy client services administrator job description
Intercare Therapy provides evidence-based behavioral therapies that help children overcome challenges related to autism spectrum disorders. Our mission is to optimize the independence and quality of life of our clients and their families. We are committed to evidence-based practices, excellent customer service, and employee quality of professional experience. We strive to be the preferred service provider and referral partner to our funding sources as well as the employer of choice for behavior analysts in search of a long-term professional home.
The Client Services Administrator is a member of the Client Services team. The Client Services Administrator works collaboratively with the department members focusing on client family satisfaction. In addition, the Client Services Administrator provides staff support by serving as a communication liaison providing prompt, compassionate care and attention to support staff inquiries, schedule changes, and overall understanding of interdepartmental needs.
This position requires the candidate be fully vaccinated for COVID-19 pursuant to the California Department of Health guidelines or vaccination requirements set forth by Intercare funding sources.
Primary Responsibilities:Provide administrative support with digital scheduling tools to ensure the accuracy of appointment schedules, make schedule edits and confirm appointments for billing processing Update, maintain and audit client files for various scheduling forms and protocol documentation in document repository system Exhibit exemplary customer service by engaging in professional interactions with all communications (telephone and/or email) with customers, our client families and staff Manage scheduling communications between office, client families, and field staff Escalate any staff or client complaints to management Document time off requests (TOR) in Central Reach Update all New Hire Orientation Schedules on Central ReachAdd various scheduling appointments such as but not limited to drive, administrative and clinical meetings on Central Reach as needed Provide general office administrative support with office supply orders, data purge projects and/or other projects as needed Comply with company's policies, procedures, timelines and budgets Learn, respect and represent the Intercare history, mission, and brand
Job Skills: Must be able to communicate professionally, clearly and concisely in both written and verbal format Excellent time management and organizational skills Detailed-oriented, dependable, dedicated to providing excellent customer service Proactive self-starter Professional and polished in self-presentation
Required Qualifications:Minimum two years customer service experience and two years administrative support experience Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint) Bilingual Spanish
Learn more about us on YouTube!
If you have a BCBA and have experience in any of the following fields, we encourage you to apply:
Behavior Analyst, Autism, Social Learning, Social Skills, Developmental Condition, Psychology, Sociology, Social Services, Children, ABA
Intercare Therapy will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
Intercare Therapy supports a diverse workforce and is an Equal Opportunity Employer.
The Client Services Administrator is a member of the Client Services team. The Client Services Administrator works collaboratively with the department members focusing on client family satisfaction. In addition, the Client Services Administrator provides staff support by serving as a communication liaison providing prompt, compassionate care and attention to support staff inquiries, schedule changes, and overall understanding of interdepartmental needs.
This position requires the candidate be fully vaccinated for COVID-19 pursuant to the California Department of Health guidelines or vaccination requirements set forth by Intercare funding sources.
Primary Responsibilities:Provide administrative support with digital scheduling tools to ensure the accuracy of appointment schedules, make schedule edits and confirm appointments for billing processing Update, maintain and audit client files for various scheduling forms and protocol documentation in document repository system Exhibit exemplary customer service by engaging in professional interactions with all communications (telephone and/or email) with customers, our client families and staff Manage scheduling communications between office, client families, and field staff Escalate any staff or client complaints to management Document time off requests (TOR) in Central Reach Update all New Hire Orientation Schedules on Central ReachAdd various scheduling appointments such as but not limited to drive, administrative and clinical meetings on Central Reach as needed Provide general office administrative support with office supply orders, data purge projects and/or other projects as needed Comply with company's policies, procedures, timelines and budgets Learn, respect and represent the Intercare history, mission, and brand
Job Skills: Must be able to communicate professionally, clearly and concisely in both written and verbal format Excellent time management and organizational skills Detailed-oriented, dependable, dedicated to providing excellent customer service Proactive self-starter Professional and polished in self-presentation
Required Qualifications:Minimum two years customer service experience and two years administrative support experience Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint) Bilingual Spanish
Learn more about us on YouTube!
If you have a BCBA and have experience in any of the following fields, we encourage you to apply:
Behavior Analyst, Autism, Social Learning, Social Skills, Developmental Condition, Psychology, Sociology, Social Services, Children, ABA
Intercare Therapy will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
Intercare Therapy supports a diverse workforce and is an Equal Opportunity Employer.
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Client services administrator job description example 2
M&T Bank client services administrator job description
**Overview:**
Client Service Administrator will be responsible for coordinating with the Fiduciary Advisor (FA), and all other team members to accomplish the daily administrative details and duties of each account. The Client Service Administrator works with the team to provide client service in accordance with developed service standards.
**Primary Responsibilities:**
+ Perform various account management functions including review of daily cash balances and management of account needs and overdrafts
+ Research and respond to client inquiries
+ Assist FA as needed on projects and compliance requests
+ Cultivate and maintain client relationships
+ Communicate appropriate information as required
+ Collect required information to process discretionary distributions and prepare Discretionary Distribution memos:
+ Oversee distribution and proper documentation in account records and establish ticklers as needed
+ Participate in all phases of the opening of new accounts
+ Set up ticklers, statements, interested parties and account affiliations as needed
+ Assist Fiduciary Advisor with annual account reviews:
+ Check for recurring distributions from accounts, ticklers and status of DPMs
+ Assist tax department with obtaining any additional information needed to prepare trust tax returns
+ Address questions that arise from other advisors and respond appropriately in a timely manner; keep other team members informed of status and progress
Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
**Scope of Responsibilities:**
The position communicates internally and externally with clients, their representatives, accounting firms, other investment brokers, attorneys, Certified Public Accountants (CPAs), tax accountants, etc., as required.
**Education and Experience** **Required:**
Bachelor's degree and a minimum of 2 years' relevant industry experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' relevant industry experience
Proficiency with personal computers as well as pertinent spreadsheet, word processing and presentation software
Demonstrated verbal and written communication skills
Demonstrated presentation skills
Prior experience listening and accurately interpreting client needs
Experience developing relationships and interacting effectively with internal and external partners
Experience expanding and retaining client relationships including building a significant level of trust with clients
**Education and Experience Preferred:**
Bachelor's degree in Finance, Accounting, Economics, or related field
Minimum of 3 years' relevant industry experience
Certified Financial Planner (CFP) designation
\#LI-LP1
\#WT
**Location**
Wilmington, Delaware, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
Client Service Administrator will be responsible for coordinating with the Fiduciary Advisor (FA), and all other team members to accomplish the daily administrative details and duties of each account. The Client Service Administrator works with the team to provide client service in accordance with developed service standards.
**Primary Responsibilities:**
+ Perform various account management functions including review of daily cash balances and management of account needs and overdrafts
+ Research and respond to client inquiries
+ Assist FA as needed on projects and compliance requests
+ Cultivate and maintain client relationships
+ Communicate appropriate information as required
+ Collect required information to process discretionary distributions and prepare Discretionary Distribution memos:
+ Oversee distribution and proper documentation in account records and establish ticklers as needed
+ Participate in all phases of the opening of new accounts
+ Set up ticklers, statements, interested parties and account affiliations as needed
+ Assist Fiduciary Advisor with annual account reviews:
+ Check for recurring distributions from accounts, ticklers and status of DPMs
+ Assist tax department with obtaining any additional information needed to prepare trust tax returns
+ Address questions that arise from other advisors and respond appropriately in a timely manner; keep other team members informed of status and progress
Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
**Scope of Responsibilities:**
The position communicates internally and externally with clients, their representatives, accounting firms, other investment brokers, attorneys, Certified Public Accountants (CPAs), tax accountants, etc., as required.
**Education and Experience** **Required:**
Bachelor's degree and a minimum of 2 years' relevant industry experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' relevant industry experience
Proficiency with personal computers as well as pertinent spreadsheet, word processing and presentation software
Demonstrated verbal and written communication skills
Demonstrated presentation skills
Prior experience listening and accurately interpreting client needs
Experience developing relationships and interacting effectively with internal and external partners
Experience expanding and retaining client relationships including building a significant level of trust with clients
**Education and Experience Preferred:**
Bachelor's degree in Finance, Accounting, Economics, or related field
Minimum of 3 years' relevant industry experience
Certified Financial Planner (CFP) designation
\#LI-LP1
\#WT
**Location**
Wilmington, Delaware, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
Dealing with hard-to-fill positions? Let us help.
Client services administrator job description example 3
Iron Mountain client services administrator job description
At Iron Mountain we protect what our customers value most, from the everyday to the extraordinary. We build customer value around the world with a passion for preserving the physical, transforming the digital, and respecting the environmental. We pioneered the industry for global records and information management and have established some of the best customer relationships in the industry with 95% of the Fortune 1000 companies among our 225,000 loyal customers. Here, you'll bring your expertise and creativity to a workplace that thrives on continuous improvement. Here, you'll be part of a global workforce that embraces the differences among us. And here, we'll encourage you to Climb Higher for the benefit of our customers and each other. There is so much more, but enough about us. We can't wait to hear about YOU.
See below-the auto populated is not accurate.
**Summary:**
**The Facility Client Services Associate is responsible for responding to and coordinating the execution of estimates and services for Crozier's clients, working alongside our Operations Manager, with the support of Project Management. This role will coordinate internal and external resources across teams, managing projects from planning and pricing to task completion and invoicing.**
**Job Responsibilities:**
+ **Manage projects (from planning and pricing through execution and billing) to ensure successful delivery in terms of scope, deliverables, and client satisfaction**
+ **Provide general administrative support to the warehouse operations team, which includes but not limited to creating, maintaining and editing paperwork, documents, spreadsheets, files, and filing paperwork**
+ **Database entry and updates, including inventory creation and collection management support**
+ **Receptionist to greet clients, assist with deliveries and handle incoming phone and email requests**
+ **Exceed customer expectations via responsiveness, providing insights, marketplace knowledge, and resolving issues**
+ **Utilize a consultative approach to develop an estimate addressing client's business needs**
+ **Liaise and collaborate with internal teams, including Technicians, Sales and Development, and Managers**
+ **Create overall project documentation and work with internal departments and external vendors to execute, while ensuring timely and successful completion of projects**
+ **Monitor services scheduled and project timeline, update client and Operations Manager regarding any changes in scope, particularly as they deviate from original estimate.**
+ **Utilize problem-solving abilities if changes to the project occur- work through issue resolution to completion, delegating or escalating when necessary**
+ **Ability to analyze complex issues and develop resolutions for any issues related to assigned projects**
+ **Follow-up with clients and internal teams to relay customer feedback and strategize with the team on any adjustments to be made to ensure continuous improvement**
+ **Create and review invoices for accuracy, and ensure invoices are approved in a timely manner**
+ **Maintain functional knowledge of new features, products and initiatives across Crozier, Adjacent Businesses and Iron Mountain**
+ **Consistently make every effort to increase knowledge of the industry and strengthen business acumen**
+ **Complete billing for department tasks; review and compare with estimates when necessary**
+ **Invoice all storage projects in a timely manner**
+ **Secondary contact on all reception duties, including phones, emails, intercom, and delivery vendors**
+ **Office supply, wrapping/packing materials and equipment tracking, maintenance and ordering**
**Experience, Skills and Attributes:**
+ **2-4 years of experience in a project coordinator role**
+ **Knowledge and passion for all things art related, including the latest industry advancements**
+ **Proven team player with a track record of strong project coordination/ management**
+ **Knowledge of Crozier's full suite of services**
+ **Ability to work effectively and collaboratively across several teams/departments**
+ **Strong work ethic with an ability to manage workload while efficiently and effectively prioritizing responsibilities to meet deadlines**
+ **Excellent communication skills - both written and verbal**
+ **Exceptional diligence and attention to detail as well as resourcefulness and quick, practical thinking in a demanding environment**
+ **Strong organizational, analytical, and time management skills**
+ **Strategic thinker who is solutions-oriented and proactive in problem solving**
Category: gja\_Customer Support
Iron Mountain is committed to a policy of equal employment opportunity. We recruit and hire applicants without regard to race, color, religion, sex (including pregnancy), national origin, disability, age, sexual orientation, veteran status, genetic information, gender identity, gender expression, or any other factor prohibited by law.
To view the Equal Employment Opportunity is the Law posters and the supplement, as well as the Pay Transparency Policy Statement, CLICK HERE
**Requisition:** J0050884
See below-the auto populated is not accurate.
**Summary:**
**The Facility Client Services Associate is responsible for responding to and coordinating the execution of estimates and services for Crozier's clients, working alongside our Operations Manager, with the support of Project Management. This role will coordinate internal and external resources across teams, managing projects from planning and pricing to task completion and invoicing.**
**Job Responsibilities:**
+ **Manage projects (from planning and pricing through execution and billing) to ensure successful delivery in terms of scope, deliverables, and client satisfaction**
+ **Provide general administrative support to the warehouse operations team, which includes but not limited to creating, maintaining and editing paperwork, documents, spreadsheets, files, and filing paperwork**
+ **Database entry and updates, including inventory creation and collection management support**
+ **Receptionist to greet clients, assist with deliveries and handle incoming phone and email requests**
+ **Exceed customer expectations via responsiveness, providing insights, marketplace knowledge, and resolving issues**
+ **Utilize a consultative approach to develop an estimate addressing client's business needs**
+ **Liaise and collaborate with internal teams, including Technicians, Sales and Development, and Managers**
+ **Create overall project documentation and work with internal departments and external vendors to execute, while ensuring timely and successful completion of projects**
+ **Monitor services scheduled and project timeline, update client and Operations Manager regarding any changes in scope, particularly as they deviate from original estimate.**
+ **Utilize problem-solving abilities if changes to the project occur- work through issue resolution to completion, delegating or escalating when necessary**
+ **Ability to analyze complex issues and develop resolutions for any issues related to assigned projects**
+ **Follow-up with clients and internal teams to relay customer feedback and strategize with the team on any adjustments to be made to ensure continuous improvement**
+ **Create and review invoices for accuracy, and ensure invoices are approved in a timely manner**
+ **Maintain functional knowledge of new features, products and initiatives across Crozier, Adjacent Businesses and Iron Mountain**
+ **Consistently make every effort to increase knowledge of the industry and strengthen business acumen**
+ **Complete billing for department tasks; review and compare with estimates when necessary**
+ **Invoice all storage projects in a timely manner**
+ **Secondary contact on all reception duties, including phones, emails, intercom, and delivery vendors**
+ **Office supply, wrapping/packing materials and equipment tracking, maintenance and ordering**
**Experience, Skills and Attributes:**
+ **2-4 years of experience in a project coordinator role**
+ **Knowledge and passion for all things art related, including the latest industry advancements**
+ **Proven team player with a track record of strong project coordination/ management**
+ **Knowledge of Crozier's full suite of services**
+ **Ability to work effectively and collaboratively across several teams/departments**
+ **Strong work ethic with an ability to manage workload while efficiently and effectively prioritizing responsibilities to meet deadlines**
+ **Excellent communication skills - both written and verbal**
+ **Exceptional diligence and attention to detail as well as resourcefulness and quick, practical thinking in a demanding environment**
+ **Strong organizational, analytical, and time management skills**
+ **Strategic thinker who is solutions-oriented and proactive in problem solving**
Category: gja\_Customer Support
Iron Mountain is committed to a policy of equal employment opportunity. We recruit and hire applicants without regard to race, color, religion, sex (including pregnancy), national origin, disability, age, sexual orientation, veteran status, genetic information, gender identity, gender expression, or any other factor prohibited by law.
To view the Equal Employment Opportunity is the Law posters and the supplement, as well as the Pay Transparency Policy Statement, CLICK HERE
**Requisition:** J0050884
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Updated March 14, 2024
Updated March 14, 2024