Client Service Coordinator at Guidepoint

Mumbai, Maharashtra, IndiaFull-timeClient ServicePosted 7 days ago

About the Role

Overview: Our Mumbai office is seeking a Coordinator to join our Client Service team. This is a fantastic opportunity to join a dynamic, fast-paced start-up environment to work on projects within multiple industry sectors. If you are a detailed-oriented, goal-oriented and organized individual who enjoys learning new things, then this opportunity might be the one for you! What You'll Do:  <ul> <li style="font-size: 12pt;"> Responsible for scheduling telephone consultations for client service teams</li> <li style="font-size: 12pt;"> Coordinate with advisors to obtain responses, availability and confirm telephone consultations</li> <li style="font-size: 12pt;"> Leave messages and follow up with Advisors to expedite scheduling projects</li> <li style="font-size: 12pt;"> Maintain an updated status of client telephone consultations</li> <li style="font-size: 12pt;"> Update Advisors’ profiles as needed</li> <li style="font-size: 12pt;"> Qualify Advisors via questionnaire to confirm if they are appropriate for consultations</li> <li style="font-size: 12pt;"> Follow multiple work streams to help Project Managers organize client requests and track progress on projects</li> <li style="font-size: 12pt;"> Assist with ad-hoc requests</li> </ul> What You Have:  <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"> Bachelor’s degree</li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"> 1-3 years of previous work experience dealing in a high-call volume environment</li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"> Previous project management experience strongly preferred</li> </ul>  Skills You Will Bring:  <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"> Exceptional organizational skills with meticulous attention to detail</li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"> Ability to prioritize and multi-task and to work under tight deadlines</li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"> Flexibility to work long and unpredictable hours</li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"> Proficiency in MS-Office, Outlook, and Google Suite</li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"> Proficient in the use of the internet for research</li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"> Demonstrated ability to communicate effectively and persuasively, both verbally and textually</li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"> Demonstrated ability to work both in a team atmosphere and autonomously</li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"> A desire to work in a fast-paced entrepreneurial environment</li> </ul> What we Offer: <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Competitive compensation </li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Employee medical coverage </li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Central office location </li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Entrepreneurial environment, autonomy, and fast decisions </li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Casual work environment </li> </ul> About Guidepoint: Guidepoint powers end-to-end research workflows for the world’s best research teams. Backed by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Through consultations, surveys, events, proprietary content, and AI-enabled tools, we support every stage of the decision-making process—from developing hypotheses and gathering insights to validating assumptions and building conviction for critical decisions. At Guidepoint, our success relies on the diversity of our employees, experts, and clients, which enables us to foster meaningful connections and a broad range of perspectives. We are committed to creating an inclusive and welcoming environment where individuals of all backgrounds, identities, and experiences can contribute and succeed. #LI- SR1 #LI- HYBRID

About the Role

Related Roles