Client Coordinator

Client Coordinator Finance Jobs

4 jobs found

Today

Dental Treatment & Financial Coordinator

Cameron Station Dental Care Alexandria, VA

Alexandria, VA

Today

$20 - $30/hr Full time Client Coordinator Client Relations Client Service

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Job Description

Join Cameron Station Dental Care in Alexandria, VA as a Dental Treatment & Financial Coordinator supporting patients from first conversation through financial processing. This onsite role blends patient care coordination with efficient billing and coding, helping ensure treatment plans move forward with clarity and accuracy.

We offer competitive hourly pay of $20.00 to $30.00 and a full-time schedule of 40.0 hours per week in person. You will also be eligible for dental insurance, health insurance, and paid time off.

Responsibilities

Act as a key connection between patients, dental providers, and insurance companies to support smooth treatment planning and accurate financial processing
Assist patients in understanding their dental treatments and next steps, helping them feel confident throughout the process
Support practice performance by using efficient billing and coding practices to optimize revenue

Requirements

Minimum 3 years of experience as a Dental Treatment & Financial Coordinator
Experience with treatment presentation, patient follow-up, collections, and aging reports
Strong communication and organizational skills
Open Dental experience preferred
Must be local and live within a few miles of the Alexandria, VA office

Tech Stack

Open Dental

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1d ago

Financial Coordinator

Brocks Gap Dental Group Hoover, AL

Hoover, AL

1d ago

Full time Accounting Budget Management Client Coordinator

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Job Description

Brocks Gap Dental Group is looking for a Financial Coordinator in Hoover, AL to support patients and help keep day-to-day operations moving smoothly. This role blends patient communication with practical financial coordination, with a strong focus on creating an excellent patient experience through clear guidance and dependable support.

Working onsite in a team-oriented dental environment, the Financial Coordinator will help patients understand treatment and financing options while contributing to efficient daily workflows.

Key Responsibilities

Assist patients in understanding their treatment and available financial options
Develop and maintain strong patient relationships
Support smooth daily operations to keep the office running efficiently

Qualifications

Previous dental experience preferred
Experience with treatment planning, financial coordination, or patient financing is a plus
Strong communication and customer service skills
Excellent organization skills and attention to detail
Ability to multitask and thrive in a fast-paced environment
Recent graduates are encouraged to apply
Friendly and professional demeanor
Commitment to providing exceptional patient service
Confidence discussing treatment costs and financial arrangements with patients
Strong problem-solving and relationship-building abilities

Benefits

Comprehensive benefits package
Paid holidays
Supportive, team-oriented work environment
Opportunities for professional growth and development

Schedule

Full-Time
Monday through Friday
8:00 AM to 5:00 PM

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5d ago

Client and Operations Coordinator - Finance

Express Employment Professionals Clermont FL Clermont, FL

Clermont, FL

5d ago

$47k+/yr Full time Accounting Client Coordinator Client Relations

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Job Description

Express Employment Professionals Clermont FL is hiring an on-site Client & Operations Coordinator - Finance for a growing CPA and accounting firm in the Clermont area. In this role, you will function as a central client contact while supporting finance-focused onboarding, document processing, scheduling, billing support, and day-to-day office operations.

This position is based in Clermont, FL 34711 and is offered at a salary of $47,000 per year. The firm is seeking someone with 3 years of professional office experience who can manage client communications and operational workflows with accuracy and discretion.

Key Responsibilities

Act as the primary point of contact for clients
Handle and manage central email, phone calls, and in-person client interactions
Assist with client onboarding and account setup
Manage document intake and support workflow tracking
Coordinate appointments and maintain timely client communications
Support billing and other administrative operations
Help ensure smooth daily office operations
Complete other tasks as assigned

Requirements

3 to 5 years of professional office experience
Experience in a relevant office environment such as accounting, tax, legal, insurance, banking, medical administration, or financial services
Direct client-facing experience
Proven ability to manage documents, schedules, deadlines, and confidential information
Strong phone handling, email management, and follow-up skills
Strong Microsoft Office skills
Ability to work independently and anticipate needs

Technology

Microsoft Office

Schedule/Work Setup: This is an in-person role.

Compensation: Salary starts from $47,000.00 per year.

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10d ago

Client Service Coordinator (Financial Services)

Pancoast Staffing Services Pittsburgh, PA

Pittsburgh, PA

10d ago

$60k - $70k/yr Full time Client Coordinator Client Relations Client Service

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Job Description

This Client Service Coordinator role supports a Pittsburgh-area investment services group by managing client service requests, assisting with account administration, and coordinating client and prospect meetings. The position also contributes to reporting support and a range of administrative and project tasks.

Key Responsibilities

Handle and complete client service requests from start to finish
Complete required forms for account opening and ongoing account administration
Complete Required Minimum Distributions (RMDs)
Manage scheduling and prepare materials for client and prospect meetings
Track meeting outcomes in the firm’s CRM software
Support the implementation of the firm’s giving and gifting practices
Assist with quarterly and yearly reporting requirements
Provide additional administrative and project support as needed

Required Qualifications

3+ years of relevant experience in financial and/or investment services
Bachelor’s degree or higher
Strong professional verbal and written communication skills
Proficient MS Office skills, with the ability to learn new software systems as needed
Excellent organization, prioritization, and problem-solving skills
Flexible, deadline-oriented approach
Experience with portfolio reporting systems, custodial client service platforms, and CRM software
Team-oriented mindset with willingness to support others as needed

Technology

MS Office
CRM software

Compensation and Work Location

Salary: USD 60,000 - 70,000 per year.

Location: Pittsburgh, PA, onsite (in person).

Benefits

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

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Client Coordinator Finance Jobs

Dental Treatment & Financial Coordinator

Financial Coordinator

Client and Operations Coordinator - Finance

Client Service Coordinator (Financial Services)

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