Client Service Manager
Pewaukee,
WI,
United States
Join a team full of growth and opportunity. We are a tax, accounting, insurance, and financial services firm dedicated to providing thoughtfully crafted tax and financial solutions to our clients. We are looking for an experienced Client Service Manager to join our team.
As a Client Success Manager, you will be essential in nurturing and assisting our customers. You will act as the primary contact, coordinate and support our team's efforts, and oversee tasks and projects to ensure they are completed successfully.
Mission Statement: We are in the people development business. We are committed to building a culture that encourages growth, balance, and equitable opportunities. With the best and brightest, we will grow this business to provide thoughtful guidance, holistic service, and ultimately build strong partnerships with our clients.
Responsibilities
- Lead the client experience
- Organize and manage internal project work
- Provide updates and communicate with customers to keep them informed
- Address issues, conflicts, and concerns promptly and proactively
Must Have
- Two-years of account management experience
- Experience in a fast-paced environment
- Experience in professional services
- Experience in cross-selling and expansion
- Time management & organizational skills
- Microsoft 365 Suite Proficiency
Nice to have
- Associate or Bachelor's degree
- Project management skills
- Experience with tax software
Company Benefits
- Competitive Salary ($70-90k)
- Performance-Based Comp
- Matching 401(k) Plan
- Group Health & Dental Insurance
- Group Life, Short & Long-Term Disability
- PTO, Maternity/Paternity Leave
