Client Success Coordinator

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.
• 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.

Required Qualifications

• 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.