Client Services Associate

Job Location: Frisco, Texas - Hybrid 

Position Details: Part-time average of 10-15 hours per week with the ability to work additional hours as needed. 

Job Type: Contract 1099 

Bee Defined Consulting is a fast-growing professional growth and development firm dedicated to enabling professionals and businesses to achieve their goals.  We have been recognized as the 6 Best Career Coaches in Dallas by DBest in 2022, the 7 Best Career Coaches in Denver by Searchremotely and WateverCoach Publication in 2022 and 2024, 7 Best Resume Writers in 2022 by ResumeZest, and the 5 Best Resume Help by Kev’s Best in 2022. We provide a wide range of professional services for our clients including career planning and coaching, professional and leadership development, business advisory and consulting, and organizational development. 

Our transformative and collaborative approach to serving our clients starts with our highly valued team. We foster a creative environment where our team members contribute their ideas, build relationships, and drive outstanding business and people outcomes. 

Position Summary

Under the direction of the Director of Client Services, the Client Services Associate will provide vital administrative and business support for the delivery of our client services and programs. 

Duties & Responsibilities:

• Build and maintain client relationships aimed at client retention and an exceptional client experience; manage client onboarding process, coordinate, and direct client activities with other team members and assist as necessary. 
• Perform operational duties including providing information to prospects, clients, and vendors via phone, email, and chat.  
• Serve as the primary point of contact for client inquiries, addressing questions, concerns, and requests in a timely and professional manner.
• Directly interface with career coaches, business consultants, and vendors via phone, email, chat, and videoconferencing to gather necessary information to complete tasks and create presentation materials.
• Maintain knowledge of services and processes to answer general questions from clients and prospects and coordinate and schedule consultations. 
• Attend client and other business meetings, provide summaries, and coordinate next steps.
• Conduct research and provide administrative support as needed to Coaches and Consultants. 
• Assist leadership with operational tasks and coordination of projects to ensure smooth business operations.
• Complete data entry in CRM and generate standard and ad hoc reports as required and assist with website updates/information as needed.
• Contribute to the creation and publication of curriculum and job aids to support client and internal programs.
• Assist in the production of customized, client-specific information packages in response to Requests for Information (RFIs) and Requests for Proposals (RFPs).
• Assist in the regularly scheduled maintenance, system updates, and user acceptance testing for technology platforms. 
• Coordinate on/offsite meetings, webinars, and conferences, schedule appointments, maintain calendars, arrange travel itineraries, and reserve meeting rooms.
• Develop and deliver solutions to complex problems that have a significant impact on the business.
• Analyze operations and service delivery journey to identify bottlenecks, key metrics, and opportunities and provide feedback to management. 
• Assist in the development and maintenance of procedures and controls to promote communication and adequate information flow.
• Demonstrate a professional presence, including LinkedIn, and a strong commitment to professional and personal growth and development. 
• Perform other related duties as required.

Here are some characteristics of people that would fit well with our company:

• Professionalism, trustworthiness, and ethics
• Excellent oral and written communication skills
• Results-orientated, analytical and problem solving
• Diligent, self-starter, concise, and thorough
• Excellent researcher, organized, and time management skills
• Effective verbal, presentation and listening communications skills
• Ability to be highly productive in a high-autonomy environment
• Adaptability to different learning styles and personalities
• Passion for mentoring and motivating others
• Ability to give honest and direct feedback
• Growth mindset and life-long learner 

What’s in it for you: 

At Bee Defined Consulting, you'll find a client-centric culture built around helping our clients and giving back to our communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth. You’ll also have the opportunity to help shape and build an emerging company.

Requirements:

• 3-5 years’ client service and project coordination experience for a professional services organization or similar industry
• Bachelor's degree or an equivalent combination of education, certifications, experience, military service, or training
• Desire to work in a fast-paced, entrepreneurial, and results-oriented environment
• Comfortable working independently and directly with other team members
• Team player supporting focus on growth of the business and results for clients
• Strong orientation to technology with the ability to learn quickly and work with various platforms
• Sound organizational skills
• Highly detail-oriented
• Excellent communication skills, both oral and written
• Adept problem solver with initiative to proactively identify and address potential issues
• Proficiency in all Microsoft Office applications, G-suite
• Experience utilizing Salesforce, Cloud Phone System, and SAAS platforms. 
• Personal Computer meeting specific requirements
• High-Speed Internet access (Cable or DSL; no satellite or dial-up)Windows 8/10, Mac OS Yosemite or above, Chrome or Firefox – latest browsers).
• Ability to work part-time hours, an average of 10-15 hours per week with the ability to work additional hours as needed
• Private and professional area to work without distractions
• Maintain efficiency and performance standards while delivering high satisfaction