Top 142 Customer service coordinator Jobs in White Plains, Ny

Client Service Coordinator
Strategies for Wealth —New York, NY
- $64,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Office Coordinator & Customer Service Representative
HearthCabinet Ventless Fireplaces- NYC —New York, NY
- $60,000 - $65,000 a year
- Full-time
- Google Workspace
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
10d
Sales Operations Coordinator
Wholesale Footwear Industry —New York, NY
- Full-time
- In-person
- Negotiation
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Front Desk Coordinator - Full Time
RestorixHealth —Valhalla, NY
- $24.00 - $26.50 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Hospital
- Health savings account
- AD&D insurance
Quick Apply
12d
Service Coordinator
ITG Larson —White Plains, NY
- $20 - $25 an hour
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Care Coordinator/Front Desk - Scarsdale
SPEAR Physical Therapy —Scarsdale, NY
- $16 - $22 an hour
- Full-time
- Bachelor of Science
- Clinic
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Front Desk Care Coordinator (Onsite-Westchester)
East River Medical Imaging, PC —White Plains, NY
- $20 - $25 an hour
- Full-time
- In-person
- Radiology
- 2 years
Quick Apply
3d
Wholesale Customer Service Coordinator
Holderness & Bourne —Armonk, NY
- $65,000 a year
- Email
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Helpline Coordinator
COMMUNITY SERVICE SOCIETY OF NEW YORK —New York, NY
- $75,196 a year
- Full-time
- Hybrid work
- Spanish
- Experience working with individuals with disabilities
- Mid-level
- Commuter assistance
- Health insurance
Quick Apply
Service Coordinator / Dispatcher - IT Security
ITG Larson —White Plains, NY
- $24 - $30 an hour
- Background check
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Coordinator - Client Relations Center
Hermès Paris —Manhattan, NY
- $23.43 - $28.64 an hour
- Full-time
- Bilingual
- Microsoft Word
- Mentoring
- Profit sharing
- Paid parental leave
First Legal Coordinator
First Legal Network LLC —White Plains, NY
- $40,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Customer Experience Coordinator (Relief) - Greenwich, CT
Veterinary Emergency Group (VEG) —Greenwich, CT
- $19 - $29 an hour
- Weekends as needed
- Computer skills
- ER
- 1 year
- Flexible schedule
- Referral program
Customer Relations Coordinator II
Stamford Health —Stamford, CT
- Overtime
- Computer literacy
- Mid-level
- High school diploma or GED
Quick Apply
10d
Dental Front Office Coordinator
Westchester Dental Group —White Plains, NY
- $25 - $30 an hour
- Full-time
- Dental office
- OSHA
- HIPAA
- Paid holidays
- Health insurance
Quick Apply
Customer Service Coordinator (ISO)
Ignyte Insurance —New York, NY
- $40,000 - $50,000 a year
- Full-time
- 1 year
- Communication skills
- Entry level
- Disability insurance
- Health insurance
Account Coordinator
PIMS Inc —New York, NY
- $45,000 - $70,000 a year
- Full-time
- Hybrid work
- Marketing
- Office
- Microsoft Office
- Disability insurance
- Health insurance
Quick Apply
Front Office Scheduling Coordinator
All County Endodontics —Scarsdale, NY
- $22 - $32 an hour
- Full-time
- Dental office
- HIPAA
- Mid-level
- Free parking
- Paid training
Quick Apply
1d
Front Desk Patient Coordinator
Greenwich Sports Medicine —Greenwich, CT
- $23 - $27 an hour
- Email
- Customer service
- Computer literacy
- Medical office experience
- Profit sharing
- Health insurance
Quick Apply
Customer Support Coordinator
Culinary Depot —Hackensack, NJ
- $25 - $33 an hour
- Full-time
- Office
- Continuous improvement
- Communication skills
- Paid holidays
- Health insurance
Quick Apply

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customer service coordinator jobs near white plains, ny

Client Service Coordinator

Strategies for Wealth
New York, NY

Quick Apply

Job Details

Full-time
$64,000 - $85,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
Paid time off
Work from home
Employee assistance program
Vision insurance
Employee discount
Life insurance

Qualifications

Client communication
Administrative experience
Managing clients in a customer support role
Attention to detail
Client services
Client email correspondence
Client interaction via phone calls

Full Job Description

Roles & Responsibilities For Client Service Coordinator

· Serve as a primary point of contact for clients regarding account inquiries, service requests, and administrative support.

· Deliver timely, professional, and accurate responses to client communications via phone, email.

Anticipate client needs and proactively follow up on outstanding requests or issues.
Provide clear, professional communication regarding timelines, requirements, and next steps.
Maintain detailed records of client interactions and service activities in the CRM system.
Deliver a high level of service while maintaining confidentiality and professionalism.

Advisor & Client Meeting Support (Case Preparation)

Assist with preparing comprehensive case materials in advance of client meetings
Run in-force illustrations for life insurance policies
Run new life insurance illustrations
Obtain and/or generate investment proposals
Create and maintain client account overviews, including balances, holdings, and policy summaries.
Organize financial data and documentation to ensure advisor(s) are fully prepared for client discussions.
Assist with post-meeting follow-ups, action items, and documentation.

Account Administration & Processing

Prepare, process, and track client paperwork including account openings, transfers, updates, and maintenance requests.
Assist clients with money movement requests.
Process account distributions including wires, ACH transfers, and check requests.
Support incoming asset transfers via ACH, ACAT and rollover requests.

o Track the status of transfers and proactively communicate updates to clients

Update client account information such as beneficiary designations, banking details, and personal information.
Assist clients with registering for online access

Life Insurance Application & Underwriting Support

Coordinate the life insurance application process from submission through policy issuance.
Send applications to clients and ensure timely completion and submission.
Order and track required medical exams, and medical records as necessary
Serve as a point of contact for clients during the underwriting process,
Communicate with carriers, underwriters, and advisors to facilitate timely underwriting decisions.
Monitor application status and follow up on outstanding requirements.

Core Competencies & Skills

Strong attention to detail and organizational skills
Ability to manage multiple cases and deadlines simultaneously
Clear written and verbal communication skills
Familiarity with financial products, custodians, and insurance carriers
Proficiency with CRM systems and financial platforms

Job Type: Full-time

Pay: $64,000.00 - $85,000.00 per year

Benefits:

Dental insurance
Employee assistance program
Employee discount
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
Work from home

Experience:

Life Insurance: 2 years (Preferred)
Administrative: 5 years (Required)
Client services: 3 years (Required)

Work Location: Hybrid remote in New York, NY 10022

Quick Apply

Refine Your Search

customer service coordinator jobs in white plains, ny

Client Service Coordinator

Office Coordinator & Customer Service Representative

Sales Operations Coordinator

Front Desk Coordinator - Full Time

Service Coordinator

Care Coordinator/Front Desk - Scarsdale

Front Desk Care Coordinator (Onsite-Westchester)

Wholesale Customer Service Coordinator

Helpline Coordinator

Service Coordinator / Dispatcher - IT Security

Coordinator - Client Relations Center

First Legal Coordinator

Customer Experience Coordinator (Relief) - Greenwich, CT

Customer Relations Coordinator II

Dental Front Office Coordinator

Customer Service Coordinator (ISO)

Account Coordinator

Front Office Scheduling Coordinator

Front Desk Patient Coordinator

Customer Support Coordinator

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