Client Success Coordinator

Anderson Business Advisors • Las Vegas, NV

215d • $45,000 - $50,000

About The Position

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.

Requirements

• Bachelor’s 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.

Nice To Haves

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

Responsibilities

• 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.
• 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.
• 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.
• Identify opportunities for improving client communication and coordination processes.
• Implement best practices to enhance efficiency and client satisfaction.
• 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.

Benefits

• Hybrid work schedule, balancing remote and in-office work seamlessly.
• Robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• 401(k) matching program, starting at 4% after just 3 months of employment.
• 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.
• $35 monthly gym membership subsidy.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees