Client Services Coordinator
Westhafen Consulting
New York, NYFresher1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads, no experience needed
- Must know
- Customer serviceMicrosoft OfficeExcelAccountingSalesforceCRM
- Work
- On-site in New York
- Pay
- Not stated by the employer.
- Skill demand
- Customer service83%Microsoft Office22%Excel11%Accounting11%of 18 similar entry-level jobs posted in the US this week
- Listed
- Nov 2, 2026 · still open
Sign in free to see which of these skills your resume already shows.
About the Role
- Client Services Coordinator
- Full-time, remote from anywhere in the United States
Key Responsibilities
- Respond to client emails and calls regarding documents, meetings, and timelines.
- Maintain a log of all documents received and their recipients.
- Schedule interviews and review meetings.
- Send reminders for outstanding information.
- Provide short status updates to the engagement lead.
- Handle daily document, question, and meeting requests from client finance and legal staff.
- Record all sent items and their recipients.
Requirements & Tech Stack
- Proficiency in Outlook calendars
- Proficiency in Excel
- Ability to write clear, professional emails
Qualifications
- Experience in client or customer service, or office coordination (internships count)
Also Welcome
- Experience with a law firm, accounting firm, or bank
- Experience with HubSpot or Salesforce
- Experience handling confidential documents