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Assistant Client Coordinator Jobs in California (NOW HIRING)

BRMS Online

Client Coordinator

Folsom, CA · On-site

$23 - $24/hr

The Client Coordinator will support the Client Services Team in serving and responding to clients ... Cat 5 reports * Assist with Renewals * Assist with Open Enrollments * Discrepancy Resolving

BRMS

Client Coordinator

Folsom, CA · On-site

$23 - $24/hr

The Client Coordinator will support the Client Services Team in serving and responding to clients ... Cat 5 reports * Assist with Renewals * Assist with Open Enrollments * Discrepancy Resolving

Casa Fantastic Cleaning Services Inc.

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Client Coordinator

Whittier, CA · On-site

$21 - $22/hr

Client Services & Operations Coordinator Location: Hybrid (4 days in-office, 1 remote day per week ... Prepare business reports and assist with company performance reporting * Track and report key ...

BRMS

Client Coordinator

Folsom, CA · On-site

$23 - $24/hr

The Client Coordinator will support the Client Services Team in serving and responding to clients ... Cat 5 reports * Assist with Renewals * Assist with Open Enrollments * Discrepancy Resolving

Sowards Law Firm

Client Services Coordinator

Campbell, CA · On-site

$21 - $28.25/hr

Description We're searching for a warm, organized, and proactive client services coordinator to ... Assist with billing, payments, and administrative tasks as needed. • Help ensure every client ...

Sowards Law Firm

Client Services Coordinator

Campbell, CA · On-site

$25.50 - $27.50/hr

We're searching for a warm, organized, and proactive client services coordinator to serve as the ... Prepare engagement documents and correspondence. Assist with billing, payments, and administrative ...

BERNSTEIN FINANCIAL SERVICES INC

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Client Excellence Coordinator

Van Nuys, CA · On-site

$25 - $35/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Excellence Coordinator Company: Bernstein Financial Services Location: Van Nuys, CA (In ... Develop and maintain strong client relationships through regular communication * Assist in ...

WME Group

Assistant, Client Strategy

Beverly Hills, CA · On-site

$21/hr

  • Medical

  • Retirement

  • PTO

... Assistant to support an Agent with a multi-faceted practice at the intersection of talent, media ... coordination * Manage high volumes of email and communication flows, prioritizing requests and ...

WME Group

Assistant, Client Strategy

Beverly Hills, CA · On-site

$21/hr

  • Medical

  • Retirement

  • PTO

... Assistant to support an Agent with a multi-faceted practice at the intersection of talent, media ... coordination * Manage high volumes of email and communication flows, prioritizing requests and ...

BERNSTEIN FINANCIAL SERVICES INC

Be Seen First

Client Excellence Coordinator

Van Nuys, CA · On-site

$25 - $35/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Excellence Coordinator Company: Bernstein Financial Services Location: Van Nuys, CA (In ... Develop and maintain strong client relationships through regular communication * Assist in ...

WME Group

Assistant, Client Strategy

Beverly Hills, CA · On-site

$21/hr

  • Medical

  • Retirement

  • PTO

... Assistant to support an Agent with a multi-faceted practice at the intersection of talent, media ... coordination * Manage high volumes of email and communication flows, prioritizing requests and ...

HUB

Client Engagement Coordinator

Newport Beach, CA · On-site

$33/hr

  • Dental

  • Vision

  • Life

  • Retirement

We are currently seeking a Client Engagement Coordinator to join our Wealth & Retirement team ... This position will work with the sales staff and Retirement Plan Advisors and assist with tasks ...

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Assistant Client Coordinator information

What are some common challenges faced by assistant client coordinators, and how can they be addressed?

Assistant Client Coordinators often juggle multiple tasks while serving as the primary point of contact between clients and internal teams. Common challenges include managing competing deadlines, ensuring clear communication among stakeholders, and maintaining high levels of client satisfaction. To address these challenges, it’s helpful to develop strong organizational skills, proactively clarify client expectations, and regularly update both clients and team members on project progress. Embracing collaborative tools and maintaining a solution-oriented mindset can also make the role more manageable and rewarding.

What are the key skills and qualifications needed to thrive as an assistant client coordinator, and why are they important?

To thrive as an Assistant Client Coordinator, you need strong organizational skills, attention to detail, and a background in customer service or administration, often supported by an associate’s or bachelor’s degree. Familiarity with CRM software, scheduling tools, and office productivity suites is typically required. Exceptional interpersonal skills, proactive communication, and problem-solving abilities help you excel in managing client relationships. These competencies ensure efficient coordination, client satisfaction, and smooth workflow within client-focused environments.

What is the difference between Assistant Client Coordinator vs Client Service Associate?

AspectAssistant Client CoordinatorClient Service Associate
CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; customer service experience often preferred
Work EnvironmentOffice setting, supporting client management teamsOffice or call center, handling client inquiries and support
Employer & IndustryFinancial services, insurance, or consulting firmsBanking, financial institutions, or service-based industries
Search & Comparison IntentRoles supporting client coordination and administrative tasksRoles focused on client support and service delivery

The Assistant Client Coordinator typically handles administrative and coordination tasks within client management teams, often requiring some post-secondary education. In contrast, a Client Service Associate focuses more on direct client support, communication, and service delivery, often with a stronger emphasis on customer interaction. Both roles are common in financial and service industries, but they differ in responsibilities and daily activities.

What does an assistant client coordinator do?

An Assistant Client Coordinator supports the client relations team by managing client communications, scheduling appointments, and ensuring that clients receive timely and accurate information. They often assist with administrative tasks, help resolve client issues, and maintain records of client interactions. Their role is essential in ensuring a smooth workflow and high client satisfaction within the organization.
What are popular job titles related to Assistant Client Coordinator jobs in California? For Assistant Client Coordinator jobs in California, the most frequently searched job titles are:
What job categories do people searching Assistant Client Coordinator jobs in California look for? The top searched job categories for Assistant Client Coordinator jobs in California are:
What cities in California are hiring for Assistant Client Coordinator jobs? Cities in California with the most Assistant Client Coordinator job openings:
Assistant Client Coordinator jobs near you

Client Coordinator

BRMS Online

Folsom, CA • On-site

$23 - $24/hr

Full-time

Re-posted 13 days ago

Job description

Job Type
Full-time
Description
SUMMARY: The Client Coordinator will support the Client Services Team in serving and responding to clients needs on a daily basis.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
  • Works on site with consistent attendance.
  • Data entry
  • Maintain Eligibility (Enrolls, Terms, Changes)
  • Maintain MHB updates (Premiums, Contributions, Plan Builds, etc.)
  • Daily Fulfillments
  • Retro Reports
  • OAD Reports
  • Cat 5 reports
  • Assist with Renewals
  • Assist with Open Enrollments
  • Discrepancy Resolving
  • Process Incoming Faxes and Mail, including returned mail
  • Assist With Outbound Calls
  • Work Import Error Log
  • Creating new and/or maintaining export mapping documents
  • HIPAA Certifications, as needed
  • Receive incoming requests for research from Account Executives and Client Managers.
  • Research all claim questions as requested
  • Gather all necessary information for claim research purposes
  • Provide timely and detailed responses to requestor(s)
  • Build strong relationships with Account Executives and Client Managers
  • Build strong relationships with Claims Management personnel
  • Manage claim research and details from beginning-to-end.
  • Assist With Outbound Calls
  • Make calls to members or providers as needed to gather or provide information as directed by Account Executives and Client Managers
  • Review Summary Plan Descriptions/Documents for all benefit information as needed
  • Exhibit strong technical knowledge of industry, products, and compliance requirements, including plan deductibles and dates
  • Appropriately escalate issues and opportunities to Upper Management as needed.
  • Ensure proper handling of customer issues and concerns.
  • Navigate and understand BRMS claims system
  • Administrative duties in support to Client Services team
  • Performs other duties and responsibilities as assigned by Management

Supervisory Responsibilities: This job has no supervisor responsibilities.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Requirements
Knowledge, Skills, & Abilities:
  • Strong computer skills, including Word, Excel, and Outlook
  • Excellent verbal and written communication skills
  • Good analytical skills
  • Positive problem-solving skills.
  • Ability to provide effective leadership in all aspects of position.
  • Must be dependable and maintain excellent attendance and punctuality.
  • Ability to grow with changing demands of the position and the company.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience: High School diploma or G.E.D; and minimum of 6 months related experience and/or training; or equivalent and any combination of education, training, and/or experience, which demonstrates ability to perform the duties described.
Language Skills: Ability to read, speak, and write effectively in English. Ability to interpret documents such as plan documents, memos, letters, and procedure manuals. Ability to write routine reports, meeting notes, project documentation, and correspondence. Ability to speak effectively before customers or employees of organization. Ability to effectively address or resolve customer service issues within guidelines of the position.
Mathematical Skills: Ability to add and subtract, multiply and divide with 10's and 100's.
Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Certificates, Licenses, Registrations: Valid, class C license in state working with no adverse driving record.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit for extended periods in front of a computer. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and use hands to finger, handle, or feel. The employee may frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. This position requires the employee to work in the office.
Salary Description
$23.00 - $24.00 DOE

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