Client Relations Coordinator Jobs

We are seeking a full-time Client Relations Coordinator to join our fast-growing company and provide exceptional, elevated service to ensure client goals and objectives are met. The ideal candidate for this position is a people-person, reliable, meticulous, one who thrives in a collaborative team environment and is highly motivated to meet and exceed expectations.
Our core values are the compass of our business and hiring process. We value humility, a job well done, and building relationships. These values guide us as we build, secure, and fulfill legacies for our employees and clients because everyone deserves to leave a legacy. Could we be yours?
Responsibilities

• Work directly with attorneys and the client management team to ensure best recommendations are made and fulfilled
• Gather information from the clients and their advisors to ensure client success
• Maintain a comprehensive and accurate history for each client
• Develop strong and trusted relationships with clients and advisors through timely and accurate communications
• Build and maintain solid relationships with team members
• Proactively assess, clarify, and validate client needs on an ongoing basis
• Resolve client matters in an accurate and timely manner

Requirements

• CRM experience preferred
• Exceptional verbal, written, and interpersonal skills
• Ability to keep exceptional notes and gather information from clients and advisors to ensure all records are complete and accurate
• Must have professional appearance and demeanor
• Thoroughly follows task procedures and meets multiple deadlines at one time
• Ability to manage work with outstanding organization and time-management
• Critical thinking and problem-solving skills
• Applicants must be available to work onsite, Monday – Friday 8:25 a.m. – 5:00 p.m.
• Ability to work in ambiguous environments and implement feedback
• 3+ years of professional experience in finance, healthcare, legal, or business required
• Proven ability to work independently and maintain strict confidentiality
• Proven experience building client relationships and providing consistent, elevated client experiences
• Proficiency with Microsoft Suite

Benefits

• Annual Salary: $52,000 - $65,000 DOE*
• Paid time off and paid holidays
• Benefits include health, dental, vision, and life insurance, 401(k) matching, and gym membership reimbursement