Client Relations Coordinator- Financial Services Industry at Ultimate Staffing Services in Pasadena, California

Job Description:

Job Title: Client Relations Coordinator




Location: Glendale, CA
Type: Full-time, Onsite
Benefits: Medical, Dental, and Vision Insurance (100% paid premiums for employee and dependents), Accrued Vacation, Gym Access, Weekly Office Massages, Snacks, Weekly Office Lunches, Team Building Activities, Opportunity for Professional Growth, and more!


Job Summary:

We are seeking a highly motivated and customer-focused Client Relations Coordinator to join our dynamic team. The ideal candidate will have a strong background in financial services, a passion for client success, and a results-oriented mindset. As the Client Relations Coordinator, you will be responsible for providing unparalleled service to our clients, ensuring the smooth management of their accounts, and driving continuous performance improvements. You will utilize internal reporting systems to optimize account performance while also identifying and troubleshooting potential challenges in client campaigns.


This is an exciting opportunity for someone looking to challenge themselves, develop their skills, and contribute to the growth and success of our organization. If you're ready to make a significant impact in a tech-driven marketing agency with a focus on lead generation, we encourage you to apply!


Key Responsibilities:

• Act as the primary point of contact for clients, building and maintaining strong, long-lasting relationships.


• Review client campaign analytics regularly to ensure performance goals are met and proactively suggest areas of improvement.


• Apply a results-oriented approach to client requests and inquiries, ensuring timely and effective solutions.


• Perform active account management, ensuring all client accounts are monitored, optimized, and delivering expected outcomes.


• Utilize internal reporting tools to track and analyze account performance, identifying opportunities to enhance results.


• Troubleshoot and resolve any issues or concerns related to client accounts or campaigns.


• Work collaboratively with internal teams to meet clients' needs and achieve campaign goals.


• Attend industry conventions and events as a company representative.

Required Qualifications:

• Minimum of 2 years of relevant sales experience and/or customer service, with a preference for candidates with a financial services background.


• Proficient in Microsoft Excel, with advanced skills in pivot tables, formulas, and data analysis.


• 
  Tech-savvy with the ability to quickly learn and use new software and CRM systems.


• Strong interpersonal skills and a team player mentality.


• Exceptional organizational skills, with the ability to manage and prioritize multiple projects effectively.


• Excellent communication skills (both verbal and written).


• A detail-oriented and proactive problem-solver, with the ability to anticipate potential issues and implement solutions swiftly.


• Ability to thrive in a dynamic and fast-paced environment.


• 
  Lead generation experience is a MUST. Experience with lead tracking tools and CRM systems is highly preferred.

Desired Skills:

• Knowledge of affiliate marketing and how it relates to client campaigns.


• Understanding of financial services and how they influence client strategies.

Why Join Us?

• Opportunity for professional growth and advancement within a rapidly growing company.


• 
  Comprehensive benefits package, including medical, dental, and vision insurance fully covered for you and your dependents.


• Work in a collaborative, dynamic, and fun environment that fosters personal and professional development.


• 
  Access to exclusive team-building activities and social events to help build camaraderie within the team.

To Apply:

If you're a self-driven, proactive professional with experience in client relations and a background in financial services, we'd love to hear from you! Apply now and take the next step in your career with us.


Note:

• Lead generation experience is a must.


• A background in the financial services industry is highly preferred.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions. Apply Now