Client Relations Advisor I (Hybrid)

Company Overview

The HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. We are regarded as a leader, occupying a specific niche in the financial services sector and serving over 900 local governments nationwide. Leveraging our talented team of professionals, along with leading edge software and database systems, HdL discovery efforts have recovered over $3 billion for our local government partners.

Core Values

HdL team members individually and collectively aspire to the following core values:

Deliver Excellence In Everything – We anticipate needs and believe that delivering extraordinary service, inside and outside our organization, is key to our success. We passionately pursue excellence in everything we do.

Do The Right Thing – We always act in the best interests of our company and our clients. We are respectful, have high integrity, and are accountable for our actions.

Foster Relationships – We build lasting relationships based on trust with our teams and our clients. We value collaboration toward our common goals and inspire each other to improve and progress.

Give Generously – We give generously of our time and resources with our teammates, clients and communities. We impart information for best practices, encourage professional development, and support charitable community organizations.

Enjoy The Journey – We enjoy our journey and enthusiastically celebrate our successes. We have fun and find fulfillment working with our colleagues and clients.

Be Authentic, Grateful, and Humble – We are thankful for the success we have achieved individually and as a company and never take it for granted.

Position Overview

The Client Relationship Advisor I is an integral part of the Client Services team within HdL Texas. Reporting to the Client Relations Manager or Supervisor, this role focuses on building and maintaining strong relationships with municipal clients. The Advisor supports client meetings, executes procedural tasks, and contributes to the delivery of high-quality service aligned with HdL’s mission.

Job Responsibilities

• Ensure Client Satisfaction
  1. Attend client meetings and maintain regular communication with assigned clients.
  2. Assist in resolving client inquiries and ensure timely follow-up on outstanding issues.
  3. Maintain accurate records of client interactions and service activities.
  4. Collaborate with internal teams to ensure client needs are met effectively.

• Procedural Task Execution
  1. Execute assigned procedural tasks related to Client Services and Sales Tax support.
  2. Manage specific client service processes under supervision.
  3. Ensure compliance with internal procedures and quality standards.
  4. Support documentation and reporting requirements for assigned tasks.

• Team Collaboration
  1. Work closely with team members to support shared goals and service standards.
  2. Participate in team meetings and contribute to process improvement discussions.
  3. Provide support to peers and assist with special projects as assigned.
  4. Demonstrate a commitment to continuous learning and development.

• Subject Matter Expertise
  1. Apply foundational knowledge of Client Services and sales tax.
  2. Develop secondary subject matters to support broader team initiatives.
  3. Engage in training opportunities to build expertise and service capabilities.
  4. Apply knowledge to enhance client service delivery and team performance.

•  Contribute to other company initiatives as needed 

Skills and Qualifications

• Basic subject matter knowledge in Client Services is required.
• Introductory understanding of secondary subject matters is expected.
• Strong communication and interpersonal skills.
• Ability to manage procedural tasks independently and with accuracy.
• Team-oriented mindset with a willingness to learn and grow.

Education and Experience

• Bachelor’s degree preferred or equivalent combination of education and experience.
• 1-2 years experience in client service or local government roles is a plus.
• Familiarity with sales tax and local government operations is beneficial.
• Strong organizational and time management skills.

Compensation

The starting base salary for this Austin or Houston, Texas position is expected to be between  $71,513.30 to $76,879.80. Actual salary will be determined based on skills, experience (to the extent relevant) and other job-related factors, consistent with applicable law.

Benefits

1. Competitive Base Pay
2. Opportunity to participate in 401k
3. Medical, Dental, Vision, Life/AD&D, LTD and Employee Assistance Program
4. Paid time off for Vacation, Sick and Holidays
5. Employee Stock Ownership Plan (learn more about the HdL ESOP at: https://www.hdlcompanies.com/about/careers)