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Continuum Advantage · 2 days ago

Client Relationship Specialist

Waukee, IA

Full-time

Onsite

Mid Level

3+ years exp

Continuum Advantage LLC is seeking a Client Relationship Specialist responsible for cultivating and maintaining strong relationships with clients, partners, and stakeholders. The role focuses on fostering long-term engagement, identifying new opportunities, and ensuring exceptional communication and customer service while collaborating with internal teams to support seamless project execution.

Human Resources

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

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

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

Qualification

Client relationship managementCRM software proficiencyProject management toolsInterpersonal skillsProblem-solving skillsOrganizational skillsCustomer service passionCommunication skillsAttention to detailTeam player

Preferred

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

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