Client Services Representative

Eckard Enterprises, LLC; Town of Texas (WI); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

LTD and Teladoc

401K matching

3 Weeks of PTO per year

LTI Program

Job summary

Eckard Enterprises, LLC is seeking a driven Client Services Representative to be a key point of contact for clients and a core member of our high-energy team. The ideal candidate communicates clearly, builds relationships, and solves problems in a fast-paced environment, taking ownership of the client experience from first contact through resolution.

Join a growing energy asset management company with a collaborative, family‑oriented culture and a strong emphasis on client service.

Qualifications

• Two to five years in client services or a client-facing role.
• Strong written and verbal communication with a professional presence.
• Proven ability to manage multiple client relationships and priorities.

Responsibilities

• Serve as the primary client contact handling inquiries and documentation.
• Communicate with clients via phone and email with proactive updates.
• Assist onboarding and maintain accurate client records.
• Collaborate with accounting, compliance, events, marketing, and sales teams.
• Coordinate client meetings, events and communications.
• Build and deepen lasting client relationships and identify upsell opportunities.
• Travel occasionally for conferences, meetings and events.
• Support conference readiness from materials to on-site logistics.

Skills

Communication

Attention-to-detail

Organization

CRM proficiency

Cross-functional collaboration

Tools

CRM systems

Microsoft Office

Job description

Eckard Enterprises is a family-owned and operated energy asset management firm based in Allen, TX. We focus on the U.S. oil and gas industry, managing a diverse portfolio of assets including mineral rights, exploration and production, steel fabrication, and pipeline infrastructure.

We believe that owning tangible energy assets is one of the most stable, long-term investment strategies in today’s market—and we are committed to delivering exceptional service and value to our clients.

About the Role

Eckard Enterprises is looking for a driven Client Services Representative to be a key point of contact for our clients and a core part of our high-energy team.

The ideal candidate is a driven self-starter with strong communication, relationship-building, and problem-solving skills who thrives in a fast-paced, high-energy environment and takes full ownership of the client experience from first contact through resolution. This is an opportunity to join an industry-leading, growing company executing a long-term strategy in the energy space.

Key Responsibilities

• Serve as a primary point of contact for clients, confidently handling account questions, documentation, and inquiries
• Communicate with clients via phone and email, providing proactive updates and driving requests to timely resolution
• Assist client onboarding and maintain accurate, well-organized client records and documentation
• Partner closely with accounting, compliance, events, marketing and sales teams to anticipate and support client needs
• Coordinate client meetings, events, and communications
• Build and deepen strong, lasting client relationships
• Identify and surface opportunities to introduce additional investment offerings
• Travel occasionally for conferences, meetings, and company events
• Support conference readiness, from materials assembly to on-site logistics.

Qualifications

• 2–5 years of professional experience in client services, account management, or a client-facing role

Required Skills

• Strong written and verbal communication skills, with a polished, professional presence
• Sharp attention to detail and organizational skills
• Proven ability to manage multiple client relationships and priorities in a fast-moving environment
• Confident, professional phone and email presence
• Proficiency with CRM systems and Microsoft Office (Excel, Word, Outlook)
• Strong cross-functional collaboration skills

What We’re Looking For

• A team player who thrives in a collaborative environment
• Someone who is proactive, dependable, and client-focused
• Interest in the oil & gas or financial services industry is a plus, but not required

Why Join Eckard Enterprises?

• Opportunity to grow within a stable and expanding company
• Exposure to the energy investment sector
• Collaborative, family-oriented culture
• Direct visibility to leadership and cross-functional teams
• Competitive benefits package including Medical, Dental, Vision, Life, LTD and Teladoc
• 401K matching
• 3 Weeks of PTO per year
• LTI Program

EEO STATEMENT

Eckard Enterprises, LLC is an equal opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.