Client Success Concierge (Inbound) - PST Hours

Anderson Business Advisors; Utah; On-site; USD 42,000 - 65,000; Full time

Job summary

Anderson Advisors is seeking an Inbound Client Success Coordinator to serve as the primary contact for clients during business hours, delivering accurate and proactive support via phone, email, and chat. A client-first mindset and active listening are essential for resolving inquiries and coordinating with multiple departments.

The role requires a Bachelor’s Degree or equivalent experience, at least 3 years in customer service, and proficiency with Google Workspace and RingCentral.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience is required.
• Minimum 3 years of customer service experience.
• Excellent verbal and written communication skills.

Responsibilities

• Serve as the first point of contact for client inquiries during business hours.
• Respond to questions via phone, email, and chat with accuracy and courtesy.
• Coordinate with internal teams to route requests appropriately.
• Maintain accurate records and documentation of client interactions.
• Identify opportunities to improve client communication and coordination processes.

Skills

Customer service

Communication

Prioritization

Independent work

Fast-paced environment

Education

Bachelor’s Degree

Tools

Google Workspace

RingCentral

Job description

Anderson Advisors is seeking an Inbound Client Success Coordinator to serve as the primary contact for clients during business hours, delivering accurate and proactive support via phone, email, and chat. A client-first mindset and active listening are essential for resolving inquiries and coordinating with multiple departments.

The role requires a Bachelor’s Degree or equivalent experience, at least 3 years in customer service, and proficiency with Google Workspace and RingCentral.