Client Relationship Associate

Team Services Group • San Diego, CA

49d • Onsite

About The Position

We are looking for an exceptional Client Relationship Associate to support enterprise client relationships and provide white-glove service experiences in our fastest-growing segment, TEAM Private Family Services. This individual will be a trusted partner to a highly effective team of Client Relationship Managers who serve as the primary points of contact for ultra-high-net-worth advisors, their clients, and employees. This individual will directly support all aspects of the client lifecycle. Client Relationship Associates report directly to the Private Family Services Manager. In addition to invaluable hands-on experience serving a sophisticated client base and scaling a rapidly growing business, this role offers deep experience across a wide variety of functions, which would pave the way for future growth in client success, as well as offering hands-on experience scaling operations, sales, and human resources.

Responsibilities

• Responsible for supporting Client Relationship Managers to drive exceptional client and employee NPS as well as expansion growth targets.
• Assist with all aspects of the account and employee lifecycle, including onboarding and offboarding.
• Consult and work flexibly with internal teams to solve problems and deliver solutions for clients and employees.
• Navigate service or employment-related questions and issues and drive successful, client-centric resolutions.
• Create and maintain workflow documentation for the Private Family Services department.
• Respond to all inquiries in a timely and solutions-based manner.
• Perform other duties as assigned in support of key business and department objectives.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees