What to Expect:

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

Starting Pay: $45,000 - $50,000 per year

Qualifications

• Minimum 3 years of customer service background
• Comfortable working with technology & word processing systems (GSuite, 8x8/VOIP software)
• 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

Preferred Qualifications:

• Bachelor's Degree
• Minimum of 2 years of professional-level work experience

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 each of our professionals in their respective departments
• Operate live Olark chat software as part of daily duties
• Respond to incoming client email support requests and/or route to correct department for active follow up
• All other duties that may be assigned from time to time by management

Anderson Business Advisors is the nation's premier entity provider. They are a business planning and asset preservation consulting firm that provides high-quality services, education, and resources to high-net-worth individuals, families, trusts, real estate investors, stock traders and business owners.

Serving clients nationally since 1997, Anderson Advisors is growing at a phenomenal rate and we owe this success to our people, services and clients.

We're looking for friendly, driven and passionate individuals to contribute to our mission to assist investors and business owners to not only preserve, protect and prosper financially, but also realize the greatest potential their assets can achieve around what matters to them most.

Anderson Advisors is an award-winning workplace - Voted Top Places to Work in 2020, 2021, and 2022 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020.

We support our employees with ongoing training and internal advancement opportunities for people who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Working remote or access to Las Vegas, Tacoma, WA and Salt Lake City area regional offices
• Robust onboarding program to ensure new employees are knowledgeable about all aspects of the organization, its services and products
• Medical, Dental, Vision, Short-term disability are all provided at no cost to each employee. Employee-paid health insurance starts the beginning of next month after hire
• 401(k) plan that is matched at 4% after 6 months of employment
• 16 days of PTO in the 1st year, 21 days of PTO after 1 year of employment
• In addition to PTO, Anderson offers 7 paid company holidays per year
• Family Leave (FMLA)
• $35 monthly gym membership

A full background check, drug screen, internet and social media search is required for employment.

Anderson is an EEO employer as defined by the EEOC.