Client Success Coordinator

Description

Job Purpose:
To manage client relationships and ensure high levels of satisfaction and retention. This role involves maintaining strong client relationships, providing exceptional service, and coordinating with other departments to meet client needs and resolve issues.

Key Responsibilities:

1. Client Relationship Management:
   • Build and maintain strong relationships with clients.
   • Act as the primary point of contact for client inquiries and concerns.
   • Ensure timely and effective communication with clients regarding their accounts.
2. Client Communication:
   • Communicate effectively in a variety of settings.
   • Tailor messages to the audience and situation.
   • Facilitate productive discussions and meetings with clients.
3. Project Management:
   • Plan and organize own work efficiently.
   • Balance multiple tasks and projects effectively.
   • Use advanced organizational tools to manage time and meet deadlines.
4. Customer Service:
   • Address customer needs independently.
   • Handle more complex customer inquiries and complaints.
   • Consistently seek ways to improve customer satisfaction.
5. Team Collaboration:
   • Contribute to team goals and objectives.
   • Build positive relationships with team members.
   • Resolve minor conflicts within the team.
6. Problem Solving:
   • Identify opportunities for improving client services and operational processes.
   • Implement best practices to enhance efficiency and client satisfaction.
   • Proactively address issues and take corrective actions.
7. Training and Development:
   • Participate in training sessions and development opportunities to continuously build knowledge and skills.
   • Seek feedback to improve performance and stay abreast of current developments.
8. Administrative Tasks:
   • Ensure all client documentation is accurately recorded and maintained.
   • Perform all other duties as assigned by Company management to support the overall objectives of the organization.

Competencies:

Integrity

• Consistently demonstrates ethical behavior.
• Addresses minor ethical issues independently.
• Ensures confidentiality and privacy in more complex situations.

Accountability

• Manages own workload and meets deadlines with minimal supervision.
• Takes responsibility for the outcomes of projects.
• Proactively addresses issues and takes corrective actions.

Customer Focused

• Addresses customer needs independently.
• Handles more complex customer inquiries and complaints.
• Consistently seeks ways to improve customer satisfaction.

Time Management / Organization

• Plans and organizes own work efficiently.
• Balances multiple tasks and projects effectively.
• Uses advanced organizational tools to manage time.

Communication

• Communicates effectively in a variety of settings.
• Tailors messages to the audience and situation.
• Facilitates productive discussions and meetings.

Teamwork

• Contributes to team goals and objectives.
• Builds positive relationships with team members.
• Resolves minor conflicts within the team.

Self-Motivated

• Takes initiative to improve processes and outcomes.
• Manages own workload and sets personal goals.
• Pursues continuous learning and development.

Required Qualifications:

• Bachelor’s degree in Business Administration or related field.
• Minimum 3 years of experience in account management or client success roles.
• Proven experience in managing client relationships and providing exceptional service.
• Strong understanding of customer relationship management (CRM) systems.
• Excellent organizational and time management skills.
• Strong communication and interpersonal skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Proficiency in Microsoft Office and CRM software.

Preferred Qualifications:

• Salesforce experience.

Performance Metrics:

• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Efficiency: Timely completion of client support tasks and projects.
• Communication: Responsiveness to client communication and effective team collaboration.
• Retention: Client retention rates and satisfaction.

About Anderson

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 5 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, 2023 and 2024 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment. Anderson is an equal opportunity employer, committed to diversity and inclusion as defined by the EEOC.

Salary : $45,000 - $50,000