Office & Client Services Coordinator

Position: Office & Client Services CoordinatorLocation: Birmingham, AL, 35244Shift times: onsite Monday-Friday, 8:30am-5pm CTOpenings: 1JOB DESCRIPTIONInsight Global is seeking a warm, professional, and detail-oriented individual to serve as an Office & Client Services Coordinator for one of our leading financial clients in Birmingham AL. This role is responsible for creating an exceptional first experience for every client and prospective client who interacts with our firm"”whether by phone or in person. As the first point of contact, you will play a critical role in shaping how clients feel about the company from their very first interaction.Key Responsibilities:Front Desk & In-Office ExperienceGreet and welcome all clients and prospective clients with warmth and professionalismEnsure clients are comfortable and cared for upon arrivalPrepare meeting rooms and maintain a clean, organized office environmentManage the flow of the office to ensure a smooth and timely experiencePhone & Communication ManagementAnswer incoming phone calls promptly and professionallyDirect calls to the appropriate team membersTake clear and accurate messages when neededServe as a helpful and knowledgeable first point of contactScheduling & Coordination (In-Office)Schedule follow-up appointments for clients and prospects before they leave the officeCoordinate calendars to ensure efficient schedulingConfirm appointment details and ensure accuracyOffice Support & OrganizationMaintain organization of front office systems and processesAssist with general administrative tasks as neededSupport the team during busy periods to ensure a seamless client experienceREQUIRED SKILLS AND EXPERIENCE-2 years of experience working within Office Management, Administration, or Front Desk roles-Excellent verbal communication and interpersonal skills-Professional presence and positive demeanor-Strong organizational skills and attention to detail-Technically SavvyNICE TO HAVE SKILLS AND EXPERIENCE-Experience working within a financial services firm-Experience working with CRM managing client and/or customer information

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