Client Relationship Specialist
- Develop and sustain strong, trusting relationships with clients, partners, and stakeholders through regular communication and meetings.
- Recognize and pursue new business opportunities in collaboration with internal teams, aligning them with client needs and company objectives.
- Provide exceptional service by addressing client concerns promptly and effectively, ensuring a high level of client satisfaction.
- Work closely with internal teams to ensure effective communication, alignment of goals, and seamless execution of projects.
- Develop and implement strategies for relationship building and management to achieve business objectives and drive growth.
- Utilize CRM software (or similar tools) to manage, track, and analyze client relationships and interactions.
- Oversee all aspects of client management projects, including setting deadlines, assigning responsibilities, monitoring, summarizing progress of project
- Ensure deliverables fall within the applicable scope and coordinate with other departments to ensure all aspects of each project are compatible.
- Coordinate internal resources and third parties/vendors for the flawless execution of projects; ensure resource availability and allocation
- Meet with clients to take detailed ordering briefs and clarify specific requirements of each project
- Manage project scope and objectives, involving all relevant stakeholders and ensuring feasibility
- Develop and maintain a detailed project plan to monitor and track progress. Routinely deliver project status reports for upper management.
- Develop spreadsheets, diagrams, and process maps to document needs and measure project performance using appropriate tools and techniques
- Communicate project plan consistently throughout the project with clients, internal resources, and third-party vendors; report and escalate to management as needed
- Manage changes to the project scope and project schedule to ensure that all projects are delivered on-time, within scope and within budget
Practice Management
- Serve as the subject matter expert for the Advisor Club Program (membership); maintain accurate records of client conversations; actively and accurately utilize Projects, TMI and other applicable Myriad approved tools to document status updates to confirm a clear line of communication is maintained
- Active engagement with communications and of Advisor Club
- Manage onboarding process for new Advisor Club members and offboarding process for existing Advisor Club members
- Complete quarterly touch point meetings with all assigned Advisor Club members
- Maintain database and active prospect list of customers; follow through on proposals, sales, client engagement, and orders; manage all sales and business transactions start to finish to confirm completion, in collaboration with appropriate departments/Leadership members
- Maintain up-to-date client data in the TMI system and contact database for purposes of cross sales and reporting, scheduling, fee tracking and marketing; consistently connect with clients to guarantee records are accurate
- Coordinate, analyze and work in conjunction with Leadership to improve customer service offerings to aid in meeting and exceed company goals
The Essential Duties and Responsibilities listed are not all inclusive; other duties as assigned will apply
Desired Qualifications (Knowledge and Skills)
- Bachelor’s degree in Business, Marketing, Communications, or a related field preferred.
- 3-5 years of experience in client relationship management, customer success, or account management, ideally in a business-to-business (B2B) environment.
- Strong interpersonal and communication skills, with a client-focused approach.
- Proficiency in CRM software and experience with project management tools.
- Solid problem-solving skills with the ability to address client concerns effectively.
- Strong organizational skills and ability to handle multiple projects simultaneously.
Desired Traits
- Excellent organizational skills and attention to detail
- Ability to build and maintain positive client relationships.
- Strong attention to detail and accuracy in client documentation.
- Ability to multi-task and adhere to deadlines
- Passion for delivering outstanding customer service and exceeding expectations
- Collaborative team player with a client-centric mindset
- Ability to anticipate potential problems and develop solutions needed to resolve them
- Desire to grow as an individual through continuously learning new techniques
