Client Engagement Coordinator (Nevada, United States hours)

DUTIES:
• Serve as the primary contact for incoming phone calls and client inquiries.
• Track clients using client management systems, from initial contact to follow-up, including scheduling appointments, requesting necessary documents, handling referrals, and issuing non-engagement notices.
• Maintain ongoing communication with callers through phone, text, and email.
• Conduct preliminary consultation calls and prepare clear, concise summaries of each interaction.
• Request, collect, and organize documentation.
• Keep electronic and physical files well-organized and up to date.
• Assist the team with general clerical and administrative tasks as needed.
• Take on additional responsibilities as assigned.

NECESSARY SKILLS:
• Highly detail-oriented and accurate in all tasks.
• Comfortable juggling multiple responsibilities and prioritizing effectively.
• Strong written and verbal communication skills in English.
• Proficient in Microsoft 365 and Google Workspace.
• Friendly, professional, and empathetic, with strong customer service skills.
• Independent, self-motivated, and able to learn quickly.
• Willing to take initiative and grow into new responsibilities.

WORK SCHEDULE & REQUIREMENTS:
• Full-time, 9:00 AM – 5:00 PM. Side jobs are not allowed during work hours.
• Resume with professional references must be submitted (PDF or Google Drive link).
• NBI clearance is required for employment.