Job Description

JOB DESCRIPTION - CLIENT SERVICE COORDINATOR May 2025 

Eternity Health Partners, powered by the Age Management Institute, is a leading integrative health and wellness clinic in Santa Barbara dedicated to enhancing overall vitality through personalized, evidence-based care focused on prevention and long-term wellness.

We seek a full -time, salaried Client Service Coordinator responsible for collecting information on how to best serve clients, enroll them in memberships, and maintain a positive relationship with all clients, past and present, at AMI. The Client Service Coordinator will report directly to general management and work closely with the Physician, Concierge Receptionist, Program Specialist , and other role players, e.g., teams within the organization, vendors, and customers. Success in this role requires excellent organization, clear communication, and a consistently professional and courteous demeanor.

This is a full-time, in-office salaried position with the following hours:

Monday–Thursday: 8:00 AM – 5:00 PM (30min lunch break)

Friday: 8:00 AM – 2:30 PM (30min lunch break)

Key Skills & Requirements:

• Critical Thinking: Proactively assess patient needs, team dynamics, and office flow to determine when action is needed.
• Compassionate Care: Demonstrate empathy and professionalism when interacting with patients in a variety of situations.
• Attention to Detail: Ensure accuracy in supporting individualized treatment plans and documentation.
• Organized & Efficient: Manage multiple patients and tasks with strong prioritization skills.
• Collaborative Attitude: Thrive in a team environment with a positive, adaptable mindset.
• Tech-Savvy: Comfortable with data entry and navigating electronic medical records (EMR) systems.
• Patience Under Pressure: Maintain calm and focus while multitasking in a dynamic clinical setting.
• Strong Communicator: Communicate clearly and kindly with patients and team members, both verbally and in writing.
• Professional Demeanor: Represent the clinic with reliability, discretion, and a consistently friendly attitude.
• An associate's or bachelor' s degree is preferred but not required. 

Roles & Responsibilities: 

Employee shall perform the following services for the Company as "salary,” and devote such time, attention and energies as required, including but not limited to: 

• Provide friendly and responsive support to clients through in-person interactions, email, phone, and text. 
• Review client feedback and requests, and deliver effective, tailored solutions 
• Promptly escalate client concerns to the appropriate department for timely resolution
• Work closely with internal teams to align service offerings with client needs 
• Foster strong, long-term relationships with clients through consistent communication and personalized support.

● Client Membership: 

• Client Enrollment 
• Client Paperwork / Docusign 
• Maintaining Client Retention 
• Tracking Client procedures and information 

● Patient Care , generally: 

• Compile and maintain records on patient treatments 
• EMR Data entry on all patient treatment 
• Screen feedback and requests from clients to provide solutions. 
• Build and maintain close relationships with clients. 
• Discuss Client questions on Services & Products
• Tracking Client procedures and information
• Adhere to all federal HIPAA guidelines as they pertain to clients 
• Efficient in EMR & CRM Software 
• Client relations and meeting protocols 
• Referral recognition program 
• Office policies + procedures 

● Team Support: 

• Support for Preferred Physician, Nurse and Program Specialist 

As a Management Service Provider, AMI Santa Barbara will provide you with; 

• Annual salary of $68,000-$70,000 based on experience 
• 10 Days (80 hours) of PTO for the 1st year + 5 Sick Days annually. PTO does not accrue/carry over annually. PTO begins at 90 days of employment. 

Receives holiday pay for the following 2025 Calendar Holiday Dates; 

• Jan 1 - New Year’s Day
• Jan 20 - Martin Luther King Day
• Feb 17 - President’s Day
• May 26 - Memorial Day
• June 19 - Juneteenth
• July 4 - Independence Day
• Sept 1 - Labor Day
• Oct 13 - Columbus Day
• Nov 11 - Veterans Day
• Nov 27th & 28th - Thanksgiving Holiday
• Dec 24th, 25th, & 26th - Christmas Holiday & Boxing Day

Quarterly Bonus: As a member of the AMI Team, you will have the opportunity to earn an additional bonus based on Quarterly Goals created by the Team. 

• 401(k) offering, eligible after one year of employment. 
• Health Insurance & Dental benefits
• Receive wholesale pricing on all in-house supplements and services 
• Annual complete comprehensive bloodwork and consultation review with one of our specialists
• $1000 Annual Credit towards products and services 

Training & Support

• Power2Practice EMR & CliqueTech CRM Software Training 
• Operations & Guidelines, Programs & Services Training and Education 
• HIPAA Compliance Training, CPR Training, OSHA & Stericycle Compliance Training 

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