Inbound Client Success Coordinator

Description

The Inbound Client Success Coordinator will serve as a vital point of contact for clients during business hours, addressing inquiries and providing support with accuracy and efficiency. This role involves delivering exceptional service through phone and video interactions, demonstrating a client-first mentality, and utilizing strong, active listening and communication skills to handle a range of content. The Coordinator must recognize when issues require legal or tax professional input to avoid offering unintended advice. A proactive attitude towards learning and adapting in a dynamic field is essential for success in this evolving role.

Working hours for this position are 8am - 5 pm Pacific Time (11am - 8pm Eastern Time)

What to Expect:

• Inbound Client Success Coordinators will be responsible for being available to all clients during business hours to answer any questions via phone and chat,  providing assistance as needed in a call center environment. The Inbound Client Success Coordinator will work with the rest of their team and the company to provide answers as quickly as possible while maintaining the accuracy and relevance of information.
• Delivering exceptional client service over the phone, video, and chat. Exhibiting a client-first mentality. Utilizing your active listening skills and clear communication with basic and complex content.
• Identifying issues that require a legal/tax professional is necessary to avoid inadvertently providing legal or tax advice.
• Willingness and readiness to learn and grow in a dynamic, new career field with evolving practices and procedures.

Job Duties:

• The first point of contact for all client calls with a goal of one call resolution.
• Answer client questions, aiming for first-call resolution with minimal transfers.
• Utilize the resources and knowledge of our professionals in their respective departments.
• Operate live RingCentral chat software as part of daily duties
• Respond to incoming client email support requests and/or route to the correct department for active follow-up
• All other duties that may be assigned from time to time by management

Qualifications:

• Minimum 3 years of customer service background
• Comfortable working with technology & word processing systems (Google Workspace, RingCentral/VOIP software)
• A high degree of accuracy and attention to detail
• Ability to maintain comfort and confidence under pressure
• Strong verbal and written communication skills
• Ability to work independently, without direct supervision
• Adaptable and comfortable working in a fast-paced environment
• Interest in continuing growth, personal and professional
• Strong sense of ownership of both own and clients' success
• Minimum of 2 years of professional-level work experience (Preferred)
• Bachelor's Degree preferred

Qualifications

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.