What are the responsibilities and job description for the Client Relationship Specialist position at Continuum Advantage LLC?
Client Relationship Specialist
The Client Relationship Specialist is responsible for cultivating and maintaining strong relationships with clients, partners, and stakeholders. This role focuses on fostering long-term engagement, identifying new opportunities for the company’s offerings, and ensuring exceptional communication and customer service. Acting as a key liaison between the company and its clients, the Client Relationship Specialist will collaborate with internal teams to align goals and support seamless project execution while utilizing CRM tools to track and enhance client interactions.
Essential Duties and Responsibilities
- 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.
Project Management
- 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