Client Success Coordinator

Job Purpose:

To coordinate client needs, answer questions, and direct clients to the appropriate department for assistance. This role involves daily client interactions, developing an extensive knowledge base over time, and ensuring exceptional client service.

Key Responsibilities:

• Client Communication:
  • Provided customer service and assisted as a primary contact for clients regarding the wide range of services offered.
  • Respond to all correspondence within 1-2 business days.
  • Communicate with clients via phone, email, and chat to provide information, answer questions, and follow through on requests.
• Client Coordination:
  • Work with clients to coordinate their needs and ensure they are directed to the appropriate department for assistance.
  • Utilize the resources and knowledge of each professional in their respective departments to address client needs.
• Knowledge Development:
  • Develop a thorough understanding of asset protection, business structures, entity formation, estate planning, and capital development.
  • Continuously expand knowledge base to serve clients better and improve client experience.
• Process Improvement:
  • Identify opportunities for improving client communication and coordination processes.
  • Implement best practices to enhance efficiency and client satisfaction.
• Administrative Support:
  • Assist with various administrative tasks as needed to support the Client Success team.
  • Perform all other duties as assigned by 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:

• Bachelors Degree in business or related field
• Minimum 3 years of customer service background.
• Comfortable working with technology and word-processing systems.
• A high degree of accuracy and attention to detail.
• Ability to establish rapport and build strong relationships with clients in a friendly and confident manner.
• Ability to prioritize work and complete duties accurately and timely.
• Ability to work independently without direct supervision.
• Comfortable working in a fast-paced environment.
• Minimum of 2 years of professional-level work experience.

Preferred Qualifications:

• Additional certifications or coursework related to customer service or client coordination.

Performance Metrics:

• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Efficiency: Timely completion of client communication and coordination tasks.
• Communication: Responsiveness to client communication and effective team collaboration.
• Knowledge Development: Continuous improvement and expansion of knowledge base.

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 coverageall 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.