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Client Success Coordinator

This position is remote. You can work from anywhere in the United States except NY provided you have a quiet, interruption-free environment.

Job Details

Remote Type Fully Remote

Position Type Full Time

Education Level 2 Year Degree

Salary Range $45,000.00 – $50,000.00 Salary

Travel Percentage None

Job Shift Day

Job Category Customer Service

About Anderson

Anderson Business Advisors is a planning and consulting firm with a focus on providing high-quality services to real estate investors, stock traders, and business owners. Services provided focus on Asset Protection, Estate Planning, and Tax Planning. We are looking for a talented Client Success Coordinator to join our growing company.

Our company’s Values are: Integrity | Resilient | Driven | Innovative | Conscientious

Qualifications

This position is remote. You can work from anywhere in the United States except NY provided you have a quiet, interruption-free environment.

This position offers growth within the role itself. Salary does have the potential to progressively increase beyond the starting base rate according to the said growth once in the role and per your own progress.

What to Expect:

• Client Success Coordinators will be responsible for working with the client to coordinate their needs to answer questions or directing the client to the proper department to assist. The role progression consists of three different tiers. Each tier has specific duties oriented to improve the client experience. As the knowledge increases, so will the responsibilities and the pay when moving up each tier. On a daily basis, a Client Success Coordinator can expect to be in touch with at least 15 clients per day on the phone, and the talk time is expected to increase to around 3-5 hours per day, as well as have between 2-3 scheduled calls with clients as they progress on the role. On average, Client Success Coordinators spend about 2+ hours on the phone every day.
• Email communication with clients is also part of the normal daily duties.
• Willingness and readiness to learn and grow in a dynamic, new career field with evolving practices and procedures.
• This is not a typical Customer Representative role. The Client Success Coordinators are expected to develop a very extensive knowledge base over time in topics such as asset protection, business structures, entity formation, estate planning, capital development, etc.

Qualifications

• Minimum 3 years of customer service background
• Comfortable working with technology & word processing systems
• A high degree of accuracy and attention to detail
• Ability to establish rapport with our clients and build strong relationships with our 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

Preferred Qualifications:

• Bachelor’s Degree
• Minimum of 2 years of professional-level work experience

Job Duties:

• Provide customer service and assist as a contact for our clients for the wide range of services that we offer
• Respond to all correspondence within 1-2 business days
• Calling and/or corresponding via email with our clients to provide information, answer questions and/or follow through on requests
• Utilize the resources and knowledge of each of our professionals in their respective departments
• All other duties that may be assigned from time to time by management

Full Benefits Include:

• Competitive compensation
• Insurance plans including health, dental, vision; short and long-term disability, 401(k) plan, and more
• Generous allocation of paid time off and holidays
• Unlimited career growth potential

A full background check, drug screen, internet and social media search is required for employment.

Anderson is an EEO employer as defined by the EEOC.