Entry-Level Client Success Associate

Patrick OConnor & Associates LP; Aurora (IL); On-site; USD 38,000 - 48,000; Full time

Job summary

Patrick O'Connor & Associates LP seeks an enthusiastic Client Success Consultant to be the first point of contact for residential clients up to $1M in property value. This entry-level role focuses on building trust through phone-based relationships, educating clients about tax protests, and delivering the O'Connor Signature Client Experience.

You will manage a defined client book, handle inquiries, and support retention through proactive outreach and responsive service, with clear coaching and

Qualifications

• High School Diploma or equivalent required.
• 1+ year of client-facing, phone-based, or service-oriented experience preferred.
• Familiarity with CRM systems and call/documentation tools is a plus.

Responsibilities

• Manage inbound and outbound client communications with a focus on education and retention.
• Educate clients on property tax status and protest outcomes.
• Maintain accurate CRM records and follow up on commitments.
• Collaborate with internal teams to resolve client issues and ensure a positive client experience.
• Support proactive outreach and referrals to strengthen client relationships.

Skills

Verbal communication

Written communication

Customer service mindset

Phone-based experience

CRM familiarity

Education

High School Diploma or Equivalent

Tools

CRM systems

Job description

Patrick O'Connor & Associates LP seeks an enthusiastic Client Success Consultant to be the first point of contact for residential clients up to $1M in property value. This entry-level role focuses on building trust through phone-based relationships, educating clients about tax protests, and delivering the O'Connor Signature Client Experience.

You will manage a defined client book, handle inquiries, and support retention through proactive outreach and responsive service, with clear coaching and