Inbound Client Success Coordinator

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 a nationally recognized business advisory firm serving entrepreneurs, business owners, investors, and high-net-worth individuals. Through a broad suite of entity formation, asset protection, tax, estate planning, and business advisory services, we help clients build, protect, and grow their wealth.

As the organization continues to scale, we are investing in operational excellence, leadership depth, and organizational maturity to support sustainable growth while maintaining the entrepreneurial culture that has fueled our success.

Job Purpose:

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.

*This position operates on a Pacific Standard Time (PST) schedule, and candidates must be able to work standard business hours 8 am - 5 pm PST (9 am - 6 pm MST)*

Key Responsibilities:

Client Communication

• Act as the first point of contact for client inquiries, ensuring first-call resolution with minimal transfers.
• Communicate with clients via phone, email, and chat to answer questions, provide information, and follow through on requests.
• Deliver exceptional client service with a client-first approach, handling basic and complex inquiries effectively.

Client Coordination

• Work with clients to identify their needs and direct them to the appropriate department for assistance.
• Utilize internal resources and collaborate with professionals across departments to resolve client issues promptly.
• Operate live chat software (RingCentral) and manage email support requests, ensuring active follow-up.

Knowledge Development

• Develop a thorough understanding of company services, including policies and procedures.
• Continuously expand knowledge to better address client needs and enhance the overall client experience.

Process Improvement

• Identify opportunities to improve client communication and coordination processes.
• Implement best practices to enhance efficiency and ensure client satisfaction.

Administrative Support

• Assist with administrative tasks to support the Client Success team.
• Perform other duties as assigned by management to meet organizational goals.

Required Qualifications:

• Bachelor’s Degree
• In lieu of a degree, combination of education and relevant work experience will be considered
• Minimum 3 years of customer service experience.
• Comfortable working with technology and word-processing systems (e.g., Google Workspace, RingCentral).
• High degree of accuracy and attention to detail.
• Strong verbal and written communication skills.
• Ability to work independently and prioritize tasks effectively.
• Comfortable in a fast-paced, dynamic environment.
• Minimum of 2 years of professional-level work experience.

Preferred Qualifications:

• Additional certifications or coursework related to customer service or client coordination.