Client Success Coordinator

Job Summary

To enhance client satisfaction, the full-time Client Success Coordinator will manage client communications, coordinate their needs with various departments, and develop a comprehensive knowledge base to provide exceptional service.

Key responsibilities:

• Serve as the primary contact for clients, responding to inquiries through phone, email, and chat within 1-2 business days
• Coordinate client needs and direct them to the appropriate departments for assistance
• Continuously expand knowledge in asset protection, business structures, and estate planning to improve client experience

Required qualifications:

• Bachelor's Degree in business or a related field
• Minimum 3 years of customer service experience
• Proficient with technology and word-processing systems
• Ability to build strong client relationships in a friendly manner
• Minimum of 2 years of professional-level work experience