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Client Success Coordinator

Company: Anderson Business Advisors
Location: Draper
Posted on: June 7, 2021

Job Description:

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

Starting salary is $40k - $45k (based on experience).

What to Expect:

Client Success Coordinators will be responsible for onboarding the client and the follow-through to complete the fulfillment process. As the main point of contact, the Client Success Coordinator will assist with answering questions or engaging the proper department to assist. On a daily basis, a Client Success Coordinator can expect to have between 2-4 scheduled calls with clients. On average, Client Success Coordinators spend about 2 hours on the phone every day.
Willingness and readiness to learn and grow in a dynamic, new career field with evolving practices and procedures.


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 be the point of contact for our clients for the wide range of services that we offer Respond to all correspondence within 1 business day 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

TO APPLY VISIT: https://andersonadvisors.applicantpro.com/jobs/

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.

Keywords: Anderson Business Advisors, Draper , Client Success Coordinator, Other , Draper, Utah

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