Client Services Coordinator

5 months ago


London, United Kingdom Global Relay Full time

**Who we are**:
For over 20 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations.

Though we offer competitive compensation and benefits and all the other perks one would expect from an established company, we are not your typical technology company. Global Relay is a career-building company. A place for big ideas. New challenges. Groundbreaking innovation. It's a place where you can genuinely make an impact - and be recognized for it.

**Your Role**:
The Data Services team provides audit, eDiscovery, and data migration support to our global customer base. The team is a specialized professional services department that delivers service and industry expertise on audit, legal eDiscovery, and data management related inquiries.

As the Data Services Client Coordinator, you will provide world class customer service in being the first point of contact for our clients in supporting their data management requests. You will be responsible for providing all relevant, pertinent and timely information to clients and be well versed in our business processes and operations of our fast-paced organization, to ensure accurate capture of information to accommodate the quick and accurate execution of requests by the Data Services Specialist and/or Data Services Systems Team. The Data Services Client Coordinator will be focused on the day-to-day management of all customer-facing requests for Data Services and will be the liaison for our clients with other Data Service's teams as well as other Global Relay departments. These request types include imports, exports, migrations, legal holds, retention terms configurations, deletions and terminations, and other ad hoc enquiries.

**Your Job**
- Perform Customer Relationship Management (CRM) data entry, reporting, records maintenance, and customer request tracking and processing
- Salesforce case management, contact detail updates, and data entry
- Create & update spreadsheets, documents, and templates
- Research and document related information on an ad hoc basis
- Organize, coordinate, analyze, and validate reports on an on-going basis
- Contribute to effective communication within the department and the organization
- Support training of new hires on the Data Services team
- Complete Data Services requests as outlined on the wiki
- Complete data investigation and project coordination in collaboration with the Client Services Coordinator as needed
- Review and verify logs for Data Services requests

**Technical**:

- Processing all customer data requests such as Data Exports, Data Import, and Data Migrations.
- Cataloguing, formatting, and encrypting hard drives as needed
- Encrypting and testing files as needed
- Inventory tracking (receipt, storage, destruction)
- Transferring and receiving files using FTP clients or Cerberus

**Management Support**:

- Provide the Data Services Team Leads with recommendations for policy and procedural changes
- Assist with cross-company issues and trouble-shooting
- Support Management with completion of ah-hoc tasks and projects

**Administrative**:

- Workstation management (software update reminders, licenses, etc.)

**Case Management**:

- Archive 9/Archive 10 Data Export requests
- Archive 9/Archive 10 Retention, Deletion, Customer Reporting and Legal Hold requests
- Archive 9/Archive 10 Data Import and Migration requests
- Customer Termination requests (Export and/or Deletion)
- Lead customer calls relating to all Data Services requests

**Project Management**:

- Liaise with internal teams and stakeholders on operational issues
- Provide basic Project Management in support of larger/more complex requests

**Leadership, Coaching & Mentoring**:
Train and mentor new hires; review new hire's customer communication drafts

**About You**:

- Post-secondary education; undergraduate degree preferred
- Minimum 1 year of experience in a dynamic office environment
- Previous customer service experience
- Ability to write and speak English fluently, with strong editing skills
- Previous legal, technical, and/or business communication required
- Experience in Microsoft Office, specifically Excel and Outlook
- Technical/desktop trouble-shooting skills and computer proficiency
- Previous administration experience with the ability to manage multiple projects simultaneously

**Working conditions**:

- Able and willing to work with challenging customers
- Prepared to work evening / weekend shifts on rotation as needed
- Prepared to work statutory holidays as needed

**What you can expect**:
At Global Relay, there's no ceiling to what you can achieve. It's the land of opportunity for the energetic, the intelligent, the driven. You'


  • Office Coordinator

    6 months ago


    London, United Kingdom Office Coordinator Full time

    **Company Overview** IGG is a dynamic, award-winning professional trustee company offering pragmatic, collaborative and professional trustee services to pension schemes throughout the country. We support trustees and sponsors to manage their schemes in an increasingly challenging regulatory environment. The 200+ strong team is made up of professionals who...


  • London, Greater London, United Kingdom Harrison Scott Associates Full time

    **Job Title:** Client Services Coordinator**About Harrison Scott Associates:We are a specialist recruitment agency serving the print and mailing industry. Our mission is to provide exceptional recruitment services to our clients and candidates.The successful candidate will have excellent communication and organisational skills, with experience in...


  • London, Greater London, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    We are looking for a highly skilled and motivated Client Services Coordinator to join our Wealth Management team in London. As a Client Services Coordinator, you will be responsible for providing full administrative support to Investment Managers, including processing deals, maintaining client records, and building relationships with clients.This is a...


  • London, United Kingdom PGA Tour Full time

    The Best Players Need the Best People._ The International Media Coordinator is responsible for departmental support and coordination to service the PGA TOUR’s 45+ international media partnerships globally. Primary responsibilities include partnership rights management and operational support in EMEA, and supporting the TOUR’s international offices...


  • London, Greater London, United Kingdom Nuffield Health Brentwood Full time

    Client Services CoordinatorWe are seeking a highly organized and customer-focused individual to join our Client Services team at Nuffield Health Brentwood. As a Client Services Coordinator, you will be responsible for ensuring the smooth running of the reception area, providing exceptional customer service, and supporting the team with membership enquiries,...


  • London, Greater London, United Kingdom ZEAL Creative Limited Full time

    Join Our Team!We are excited to offer a rewarding opportunity for a motivated and organised Business Development Executive to join our Client Services department in London. As part of our team, you will contribute to the success of our business by supporting senior members with delivering exceptional client service and driving business growth.Key...


  • London, United Kingdom Client Server Full time

    Client Services Officer London onsite to £55k Do you have excellent client facing communication and relationship building skills combined with a strong interest in financial markets and an academic record of achievement? You could be progressing your career as a Client Services Officer at a global eTrading company. As a Client Services Officer you'll be the...


  • London, Greater London, United Kingdom Quarsh Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Quarsh. As a Client Services Coordinator, you will play a crucial role in ensuring clients have a seamless experience from the moment they join our company.Your responsibilities will include:Client Acquisition: Efficiently gather and manage...


  • London, United Kingdom Ascential Full time

    The role We are looking to hire a Client Services Coordinator (French Speaking) to join our Client Services team in London. Working at WGSN Together, we create tomorrow A career with WGSN is fast-paced, exciting and full of opportunities to grow and develop. We're a team of consumer and design trend forecasters, content creators, designers, data...


  • London, United Kingdom Withersworldwide Full time

    **Type**: Permanent - Full Time **Location**: London **Job Role**: Business Services **About Withersworldwide** A law firm focused on people and collaboration. For the past 125 years, Withers has supported some of the world's most remarkable people and organisations at defining moments in their lives. We are the only international law firm focused on...


  • London, Greater London, United Kingdom Royal London Full time

    We are seeking a Client Services Coordinator to join our team in London. The successful candidate will assist the Client Relationship Managers and Head of Client Services team in meeting the servicing and relationship requirements of Royal London Asset Management's external clients.The role involves providing office-based support, managing BAU relationships,...


  • London, Greater London, United Kingdom Ocorian group Full time

    Are you looking for a challenging role in corporate governance? Ocorian Group is seeking a highly skilled Client Service Coordinator to join our team in London. This is an excellent opportunity to work with a leading financial institution and contribute to the success of our clients.The ideal candidate will have experience working in company...


  • London, United Kingdom Withersworldwide Full time

    **Type**: Permanent - Full Time **Location**: London **Job Role**: Secretary **About Withersworldwide** A law firm focused on people and collaboration. For the past 125 years, Withers has supported some of the world's most remarkable people and organisations at defining moments in their lives. We are the only international law firm focused on successful...


  • London, Greater London, United Kingdom Helen Bamber Foundation Full time

    The RoleThe Helen Bamber Foundation is seeking a skilled Client Services Administrator to join its vibrant team. This exciting opportunity is two-fold: hosting the reception area, welcoming clients and professionals, and overseeing appointment bookings between clients and staff/volunteers. The successful candidate will be at the heart of the team, working...


  • London, Greater London, United Kingdom Aldrich & Company Limited Full time

    Investment Administration Role£45,000 + benefits Support the Investment Management team and their clients with administrative tasksWe are seeking an experienced Investment Administrator to join our team at Aldrich & Company Limited. As a Client Services Assistant, you will be responsible for supporting the Investment Management team with day-to-day...


  • London, Greater London, United Kingdom C & V Income Tax Services Full time

    Job OverviewC & V Income Tax Services is a dynamic organization seeking a highly skilled Client Services Coordinator and Quality Assurance Specialist to join our team. This role offers a unique blend of client-facing responsibilities and essential document management tasks.The ideal candidate will possess excellent communication skills, confidence, and a...


  • London, Greater London, United Kingdom Evelyn Partners Full time

    Unlock a Rewarding CareerEvelyn Partners, the UK's leading integrated wealth management and professional services group, invites applications for an Administrative role that will enable you to make a meaningful impact in the lives of clients.As a Client Administrator, you will be responsible for providing exceptional support to Investment Managers, ensuring...


  • London, United Kingdom McLarens Global Full time

    **The opportunity**: As part of our continuing expansion, we currently have an exciting opportunity for a Client Services Coordinator to join our London office. Reporting to the Client Services Lead, you will be integral to the success of our client engagements and quality of communications, working with our specialist practices across the UK and Ireland on...


  • London, Greater London, United Kingdom MaxAd Recruitment Ltd Full time

    We are seeking an Administrative Coordinator to join our team at MaxAd Recruitment Ltd. The ideal candidate will provide exceptional client service, ensuring a seamless experience for visitors and clients. This role involves managing conference bookings, handling switchboard duties, and providing administrative support.Key ResponsibilitiesManage front desk...


  • London, Greater London, United Kingdom Harrison Scott Associates Full time

    Job OverviewHarrison Scott Associates is seeking a skilled Senior Client Coordinator to join our expanding Client Services team. As a key member of the team, you will be responsible for coordinating projects from estimation to completion for assigned clients.Key ResponsibilitiesServe as the main day-to-day contact on current projects for clients, suppliers,...