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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$50k–$55k/yr
Full-time
bachelor degree
Hybrid Work Schedule, Onboarding Program, Medical Insurance, Dental Insurance, Vision Insurance, Short-term Disability Coverage
Posted 20d ago
~40 hrs/week
Responsibilities
The role focuses on coordinating client needs, answering inquiries, and directing clients to the appropriate departments. It involves managing daily communications via phone, email, and chat while continuously expanding knowledge of asset protection and estate planning.
Requirements
Candidates must have a Bachelor's degree in business or a related field and at least 3 years of customer service experience. A minimum of 2 years of professional-level work experience and proficiency with word-processing systems are also required.
Full job description
Job DetailsJob Location: Rainbow Office - Las Vegas, NV 89107Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $50,000.00 - $55,000.00 SalaryTravel Percentage: NoneJob Shift: DayJob Category: Customer ServiceJob Purpose:
To coordinate client needs, answer questions, and direct clients to the appropriate department for assistance. This role involves daily client interactions, developing an extensive knowledge base over time, and ensuring exceptional client service.
Key Responsibilities
Client Communication
Provided customer service and assisted as a primary contact for clients regarding the wide range of services offered. Respond to all correspondence within 1-2 business days. Communicate with clients via phone, email, and chat to provide information, answer questions, and follow through on requests.
Client Coordination
Work with clients to coordinate their needs and ensure they are directed to the appropriate department for assistance. Utilize the resources and knowledge of each professional in their respective departments to address client needs.
Knowledge Development
Develop a thorough understanding of asset protection, business structures, entity formation, estate planning, and capital development. Continuously expand knowledge base to serve clients better and improve client experience.
Process Improvement
Identify opportunities for improving client communication and coordination processes. Implement best practices to enhance efficiency and client satisfaction.
Administrative Support
Assist with various administrative tasks as needed to support the Client Success team. Perform all other duties as assigned by management to support the overall objectives of the organization.
Required Qualifications
Bachelor’s Degree in business or related field Minimum 3 years of customer service background. Comfortable working with technology and word-processing systems. A high degree of accuracy and attention to detail. Ability to establish rapport and build strong relationships with clients in a friendly and confident manner. Ability to prioritize work and complete duties accurately and timely. Ability to work independently without direct supervision. Comfortable working in a fast-paced environment. Minimum of 2 years of professional-level work experience.
Preferred Qualifications
Additional certifications or coursework related to customer service or client coordination.
Performance Metrics
Client Satisfaction: Measured by client feedback and satisfaction survey results. Efficiency: Timely completion of client communication and coordination tasks. Communication: Responsiveness to client communication and effective team collaboration. Knowledge Development: Continuous improvement and expansion of knowledge base.
About AndersonAnderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!
Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work for 6 consecutive years by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.
Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.
At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.
We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.
Anderson Advisors offers robust benefits including:
Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly. Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products. Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you. Plan for the future with a 401(k) matching program Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays. Stay active with a $35 monthly gym membership subsidy.
Please note that a full background check, drug screen, internet, and social media search are required for employment.
We are a business planning and consulting firm with a focus on providing high-quality tax and legal services.
Industry
Business Consulting and Services
Company size
201-500 employees
Founded
1999
Headquarters
Las Vegas, NV
LinkedIn followers
24,877
Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. We are a business planning and consulting firm with a focus on providing high-quality tax and legal services and resources to small business owners, real estate investors, professionals, stock traders, entrepreneurs, freelancers, and contractors.
Our consultants consist of attorneys, CPAs, and business advisors who have been working with individuals and businesses to protect their assets and minimize their taxes. They travel nationwide to speak at conferences and seminars on asset protection, tax reduction, and business planning. We have taught tens of thousands of people how to make better business decisions and properly prepare to meet their goals.
With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.
Let us shore up your investments and business! We specialize in entity structuring, business strategies, business compliance, tax planning, tax preparation, bookkeeping, asset protection, and estate planning. Together, we can protect & grow your wealth.
Offices: 3225 McLeod Dr, Las Vegas, NV 89121, US · 732 Broadway Suite #201, Tacoma, WA 98402, US
Asset ProtectionEntity FormationsNevada CorporationsBookkeepingTax Prep for Business Owners & Real Estate Investorsand Living TrustsLand TrustsFinanceLegalConsulting