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Account Coordinator

Company: The Panther Group
Location: Norwood
Posted on: September 25, 2022

Job Description:

JOB DESCRIPTION:The Account Coordinator provides overall day-to-day client service and support to ensure effective execution of the overall client experience. As a member of the Account Coordination team, collaboration with internal teams is essential by pitching ideas, developing strategies and demonstrating problem-solving skills. The position entails project tracking duties, research and handling of account issues, composing client correspondence, creating presentations and assistance in maintaining a great partnership.ESSENTIAL FUNCTIONS:Provide first level superior phone support to client base by initiating and fielding inbound callsManage relationships and the overall client experience with existing partnerships i.e. Account Management, Account CoordinationManage all daily and weekly client reporting requirements/deliverablesCreate, review, and deliver various clients month end reportsCreate, maintain, and submit requests for projects as well as daily, weekly and monthly tasksAssist in the transition of tasks and assignments to better streamline workflowsGenerate Power Point presentations and reporting for specific clientsProduce Excel spreadsheets detailing placement units, average balances, and dollars collectedAssist the Operations departments in gathering data and information on accounts, researching payments, adjustments, and placements as neededUpdate and maintain department job aids and training materials

Keywords: The Panther Group, Boston , Account Coordinator, Other , Norwood, Massachusetts

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