Client Success Coordinator
Anderson Advisors
- Client Success CoordinatorHot JobRainbow Office - Las Vegas, NV 89107; Draper Office - Draper, UT 84020; Remote - Texas - Dallas, TX 75235; Remote - Florida - Orlando, FL 32809## OverviewSalary Range$50,000.00 - $55,000.00 SalaryPosition TypeFull TimeJob ShiftDayEducation Level4 Year DegreeTravel PercentageNoneCategoryCustomer Service## Description**Job Purpose:**To coordinate client needs, answer questions, and direct clients to the appropriate department for assistance. This role involves daily client interactions, developing an extensive knowledge base over time, and ensuring exceptional client service.**Key Responsibilities:****Client Communication:*** Provided customer service and assisted as a primary contact for clients regarding the wide range of services offered.* Respond to all correspondence within 1-2 business days.* Communicate with clients via phone, email, and chat to provide information, answer questions, and follow through on requests.**Client Coordination:*** Work with clients to coordinate their needs and ensure they are directed to the appropriate department for assistance.* Utilize the resources and knowledge of each professional in their respective departments to address client needs.**Knowledge Development:*** Develop a thorough understanding of asset protection, business structures, entity formation, estate planning, and capital development.* Continuously expand knowledge base to serve clients better and improve client experience.**Process Improvement:*** Identify opportunities for improving client communication and coordination processes.* Implement best practices to enhance efficiency and client satisfaction.**Administrative Support:*** Assist with various administrative tasks as needed to support the Client Success team.* Perform all other duties as assigned by management to support the overall objectives of the organization.**Required Qualifications:*** Bachelor’s Degree in business or related field* Minimum 3 years of customer service background.* Comfortable working with technology and word-processing systems.* A high degree of accuracy and attention to detail.* Ability to establish rapport and build strong relationships with 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.* Minimum of 2 years of professional-level work experience.**Preferred Qualifications:*** Additional certifications or coursework related to customer service or client coordination.**Performance Metrics:*** Client Satisfaction: Measured by client feedback and satisfaction survey results.* Efficiency: Timely completion of client communication and coordination tasks.* Communication: Responsiveness to client communication and effective team collaboration.* Knowledge Development: Continuous improvement and expansion of knowledge base.##### About Anderson**Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!**Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work for 6 consecutive years 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* 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 8 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.
- J-18808-Ljbffr Anderson Advisors
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Success Coordinator in Brooklyn, NY vacancy
$65k - $80k
...accurately and efficiently at scale. We are growing quickly, and our Client Success team supports both our SaaS platform and managed services business. About the Role We are looking for a Client Success Coordinator who can bring structure, speed, and follow-through to a busy...SuggestedFull timeRemote workFlexible hours$38.5k - $61.6k
Position Overview: As a Client Success Coordinator at Valued Pharmacy Services, your role extends beyond traditional client management. You will be a pivotal link between our clients, prescription benefit consulting, and clinical program management. This dynamic position...SuggestedWork at officeRemote workWork from home1 day per week- ...mag.com , biz417.com , 417 Custom Publishing and high impact thought leadership events. Four One Seven is looking for a Client Success Coordinator. This position serves as the primary day-to-day contact for assigned clients following the sale and owns the successful execution...SuggestedWork at officeLocal areaWeekend work
$54.08k - $66.56k
...Job Title: Client Success Specialist Location: Lawrence, NY (Full-Time, In-Office; Fridays remote optional) Pay range: $26-32 per hour... ...issues from identification through to successful resolution. Coordinate with internal teams and vendors to expedite service delivery....SuggestedHourly payFull timeWork at officeRemote work$21 - $28 per hour
...Client Success Specialist The Client Success Specialist is a pivotal role that is responsible for ensuring an exceptional after-sales service experience, upholding the unparalleled standards of luxury service that define Tiffany & Co. The Client Success Specialist...SuggestedWork at office$63k - $69k
...manage a range of multiple projects and work closely with sales and clients, for program delivery.TheClient SuccessSpecialist manages a... ...appreciated. So, you can make an immediate difference in our success while advancing your career. Questex drives business forward through...Work at officeLocal areaImmediate startRemote workFlexible hours$250k
...this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Client Success Representative Full Time Sales Scottsdale, AZ, US 9 days ago Requisition ID: 1337 WHO WE ARE Cardone Training Technologies,...Full timeLocal areaMonday to FridayWeekend work- ...others to feel good in their skin. We’re looking for a full-time Client Coordinator to join our team in Indianapolis, Indiana! Department: Admin... ...is a must! Product and service knowledge is the key to success in this role. Knowing your stuff and being able to answer questions...Full timeWork at office
$20 - $25 per hour
## Client CoordinatorApply: US - Plainfield, IN: Full time: Posted Today: R20260585Azenta... ...Value and Integrity## Job TitleClient Coordinator## **Job Description**At Azenta, new ideas... ...-to-day administrative tasks to ensure successful project management services including...Full timeWork at officeWorldwide$42.3k - $66.6k
# Lending Client Coordinator RAUBack to search resultsApply to this positionFollow CompanyMore Jobs from Compee...Send to Friend**Empowered to live. Inspired to work.** Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring...Temporary workWork experience placementSummer workCasual workInternshipSeasonal workWork at officeRemote workWork from homeWork visaFlexible hoursIllinois Ag
Brooklyn, NY2 days ago$21 per hour
...Announcement Number Announcement Number STAFF - VA - 27106 For questions regarding this position, please contact: The Student Success Coordinator helps students navigate academic and administrative processes from recruitment through graduation; coordinates undergraduate...Hourly payContract workWork at officeMontana State University
Brooklyn, NY5 hours ago$84.26k - $112.82k
...Student Success Coordinator Salary: $84,261.00 - $112,819.00 Annually Job Type: Classified - Full-time Job Number: 7136-c-09/26 Closing: 9/29/2026 11:59 PM Pacific Location: Tulare, CA Department: Matriculation General Description Under the direction of the Director, Student...Full timeH1bWork at officeVisa sponsorshipMonday to FridayFlexible hoursNight shiftAfternoon shiftAgupdate
Brooklyn, NY2 days ago- ...temporary. Treatment is transformative. Upperline Health providers coordinate patients’ care among a team of specialists – physicians,... ...the center of value-based care. Position Summary The Practice Success Coordinator helps patients understand and enroll in Upperline...Full timeTemporary workWork at officeImmediate start
Upperline Health
Brooklyn, NY5 hours ago - ...enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a... ...their retirement plans. PURPOSE OF POSITION The Manager of Client Success is responsible for leading, developing, and scaling a team of Client...Temporary workLocal areaRemote workHome officeFlexible hours
Definiti
Brooklyn, NY17 hours ago - Pace Analytical Services, LLC seeks a Client Project Manager to onboard new clients, configure data in LIMS, and manage cross-functional project delivery. You will build relationships, coordinate with lab operations, and ensure on-time, quality results while driving client...
$77k - $97k
Overview Individuals in a Client Success Management (CSM) role are responsible for the end-to-end success of a portfolio of clients, ensuring... ..., sentiment, and usage trends to identify risks early. Coordinates cross-functional resources to mitigate risks and resolve...Full timeTemporary workWork experience placementRemote workFlexible hours$54.4k - $68k
...based out of New York City and Chicago, and help us give our diners the exceptional value they deserve. About The Opportunity The Client Success Associate is responsible for all aspects of the post-sales relationships and achieving goals with our campuses. We're looking...Temporary workWork at officeLocal areaFlexible hours3 days per week- ...accommodation or an alternative application process. Associate Client Success Manager DENVER, NC, US 3 days ago Requisition ID: 1111 LPS... ...and identify the next logical opportunity for penetration. Coordinate with Senior CSMs and appropriate LPS teams to introduce additional...Immediate start
- ...Indianapolis, IN is seeking a friendly front desk Associate to greet clients, manage scheduling, and handle check‑in/check‑out processes... ..., support the stylist schedule, process payments, and coordinate with management to ensure a smooth daily operation. Experience...
- ...environment where all our employees can flourish and cultivate a culture of empowerment and mutual support. JOB DESCRIPTION The Client Coordinator is a passionate supporter of our Elase Med Spas. This person is integral to delivering a best-in-class client experience in...Hourly payPart timeNight shift
- ...touch, white glove system providing strategy, training, and custom AI workflows built around their business goals. The Client Experience Coordinator owns the operational backbone of every client engagement. You're the reason our delivery team walks into every session prepared...Contract work
- Working Title: Student Success Coordinator (TRIO SSS Veterans) Position Number: Position Number: 006269 Full-Time Or Part-Time: Full-Time Or Part-Time: Full Time Time Limited Position: Time Limited Position: Yes Number of Vacancies: Number of Vacancies: 1 Department...Full timePart timeFor contractorsWork at office
$26.5 - $29 per hour
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Client Experience Coordinator Full Time Clerical Jackson, WY, Jackson, WY, US 5 days ago Requisition ID: 1057 Salary Range: $26.50 To $29.00 Hourly...Hourly payFull timeWork at office- Saddle Creek Logistics Services in Kentucky is seeking a Client Service Coordinator to deliver a high-quality, professional client experience and act as a liaison between clients and Saddle Creek. You will support client relationships, answer questions, track enhancements...
- ...consistent positive energy to the workplace and to the completion of your job duties. You will be a key ambassador of the firm to its clients and a key liaison between the firm’s clients and Audit & Attest teams. Maintain a client service focus and communicate with both...Contract workWork at officeLocal areaFlexible hours
$160k - $190k
...business. Why This Role Matters Retention is how a subscription business compounds. Having crossed $100M in ARR, Luxury Presence's Client Success organization sits at a pivotal moment: a large and growing client base, a strong CSM team already in place, and a real...Work at officeShift work- ...healthcare experience. Founded in 2010 by a practicing physician and a successful tech entrepreneur, we took a radically different approach: we... ...medicine with us? Job Description Summary: Manager, RCM Client Success to oversee team members, including Enterprise Client Advisors...Work at officeRemote workFlexible hours
- Position: Director, Client Success Position reports to Associate Vice President, Client Satisfaction CLUTCH is a hybrid consultancy and agency... ...: You’ll develop solutions, identify opportunities and coordinate initiatives that improve client engagement and drive client success...
$125k - $140k
Description Director, Client Success Remote (with periodic travel to Sterling, Virginia and client sites) Client Success Company Overview... ...client analytics, product, and data services, the Director will coordinate across teams to deliver operational excellence, manage day-to...Temporary workWork at officeLocal areaRemote workVisa sponsorship$100k - $110k
...Client Success Executive At MYITCREW, we partner with clients. As a Client Success Executive, you'll be the strategic quarterback for your assigned accounts: the single point of accountability for relationship health, business growth, and technology alignment across...Contract work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Success Coordinator. Be the first to apply!
Related searches
- remote coordinator Brooklyn, NY
- promotional review coordinator Brooklyn, NY
- retail coordinator Brooklyn, NY
- school coordinator Brooklyn, NY
- permit coordinator Brooklyn, NY
- nurse coordinator Brooklyn, NY
- uat coordinator Brooklyn, NY
- coordinator transportation Brooklyn, NY
- workflow coordinator Brooklyn, NY
- recreation coordinator Brooklyn, NY