Client Services Director - Home Care jobs in Memphis, TN

Do you find you love connecting with people and going the extra mile to make sure that each and every person has a great experience? If so, you might be THE ONE we are looking for.

Our successful, outside the box, professional practice is looking for a passionate Client Services Director. Our goal is to improve our community, one family at a time. We believe that helping families preserve and protect their wealth and accomplish family goals is a way to touch the lives of others and make a difference. If the following describes you, and our culture and beliefs interest you, then we’d like to hear from you:

• You believe client service and quality work are top priority

• You like lots of direct client contact, both on the phone and in-person

• You are systems-oriented and believe in teamwork

• You have a high degree of attention to detail

• You can learn new things quickly and think on your feet

The right person will become an important part of our intense, but fun group, for the long-term. As our Client Services Director, your primary objective will be to take such great care of our clients throughout the planning process that they can’t help but refer everyone they know. If this sounds exciting to you, you might be THE ONE. You will have regular and frequent client contact and meetings with clients to deliver, execute and explain estate plan documents.

Additionally, you will be responsible in learning our systems/processes so that you can effectively show and communicate “how we’re different” to prospective clients and referral sources. As a team, you’ll be responsible for taking such great care of our clients throughout the planning process that they can’t help but refer everyone they know. You will need to know how to figure things out on your own and be able to creatively problem solve situations.

And, if you are above putting paper in the copier or replacing the empty water cooler jug, this is NOT the job for you. You must be able to think on your feet and make smart decisions; as well as being able to learn from your mistakes. You must also be able to work quickly and efficiently as we run a very busy office working on set deadlines. If you cannot do these things or if you take constructive critique personally, please do not apply.

Job Requirements:

• Polished and professional appearance

• Strong communication and writing skills

• Exceptional customer service

• Good computer skills and ability to learn new systems and software

• Good organizational skills

• Ability to work in a team environment where processes result in the most efficient flow of work and results

• Attention to Detail

• Commitment to quality work product

The ideal candidate will have experience in a legal, financial advisory, tax or other professional practice. However, if you have at least some basic work experience and possess the above traits, we will provide training, processes and tools you will need to be successful and professionally fulfilled.

If you are THE ONE, please complete these requirements.

1) Send your resume and a cover letter that clearly conveys WHY we should hire you and what you bring to the table. Tell us what you're looking for in a job and why you think you'd be a good fit. Oh, and make sure to put "I'm THE ONE" in the subject line. Any emails without the correct subject line won't even be opened; then

2) Complete a quick assessment at https://s.crys.io/s/ug75kw.

Applications without these two requirements will not be considered. Thank you.

Job Type: Full-time

Benefits:

• 401(k)
• Paid time off

Schedule:

• Monday to Friday

Ability to Relocate:

• Jonesboro, AR 72401: Relocate before starting work (Required)

Work Location: In person