Client Success Coordinator

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.

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

Qualifications

• Bachelor's degree or equivalent client experience/customer service experience
• 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

Starting Salary is $45,000 - $50,000 per year

About Anderson

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 4 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, and 2023 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
• Recharge and rejuvenate with 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.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment. Anderson is an equal opportunity employer, committed to diversity and inclusion as defined by the EEOC.