What are the responsibilities and job description for the Client relationship position at MESSERLI KRAMER P.A.?
$750 Sign-On Bonus After 90 Days
Summary :
The role of the Client Relationship Coordinator is to be the primary contact and owner of the client relationship. This role will work closely with teams throughout the organization to ensure client needs are addressed accurately and in timely manner.
Will also participate in monthly calls, client audits, remote and on-site visits.
Essential Functions and Duties :
- Providing excellent communication to all clients by anticipating and resolving issues in a manner that exceeds the client's expectations.
- Working with teams throughout the organization to respond to client audit requests and questionnaires by assigned deadlines.
- Participating in monthly calls, remote audits, and on-site visits.
- Reviewing and responding to client inquiries to solve critical in a timely fashion.
- Properly tracking deadlines to meet client requirements.
- Communicating regularly with the client to evaluate satisfaction and proactively identifying upcoming needs.
Supervisory Responsibility :
This position does not have supervisory responsibility
Benefits & Perks Include :
- Medical, Dental, & Vision Insurance
- HSA & FSA Accounts
- 401K, with 4% company contribution (after 1 year of service)
- Paid time off (17 days per year)
- Paid holidays off (7 days per year a floating holiday)
- Company Paid Life Insurance
- Employee Assistance Program
- Eligibility in Annual Discretionary Bonus
- Building amenities include : Free parking, onsite restaurant, & onsite free gym
Required Education & Experience :
Two (2) years post-secondary education or comparable experience
Competencies :
- Ability to coordinate multiple tasks simultaneously with differing levels of urgency
- Keen attention to detail to ensure accuracy of data
- Exceptional time management skills
- Demonstrate a high degree of professionalism and accountability
- Excellent communication skills (verbal and written)
- Excellent analytical thinking and organization skills
- Experience with Microsoft products : Outlook, Excel & Word
- All candidates must be able to pass a drug and background screen
Work Environment and Physical Demands :
This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel.
Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and / or move up to 10 pounds, occasionally lift and / or move up to 25 pounds.
Vision abilities required by the job include close vision.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements
PI364383a56422-26289-34801471
Last updated : 2024-07-25
