Client Engagement Specialist
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Job Description
Client Engagement Specialist driving client engagement for the VCFO Team. Managing client onboarding experience and ensuring service delivery excellence while collaborating with stakeholders.
Responsibilities:
- Execute customized success plans to ensure achievement of business objectives
- Act as a liaison between all stakeholders to convey information, provide clarity, and ensure that certain tasks are completed in an accurate, timely manner
- Maintain records of client interactions, account information, and documents in appropriate systems (such as a master client log)
- Provide prompt and friendly service to all external and internal clients
- Work closely with partners, management, and individual team members to develop or improve process documentation that supports client satisfaction and excellence
- Handle inquiries, listens to feedback, provides appropriate information and progress reports, and follows up to ensure resolution
- Identify opportunities to improve service, work processes, and efficiencies
- Actively support teamwork throughout the department and the firm
- Lead and coordinate the client onboarding experience in collaboration with the VCFO team
Requirements:
- Bachelor’s degree preferred
- 3+ years of client-facing customer service experience or equivalent
- General knowledge of business systems, processes, metrics, and reporting
- Experience with Microsoft Office products (Outlook, Excel, Word)
- Experience with task management and project tracking tools
- General knowledge of accounting and ClickUp experience preferred
Benefits:
- Our welcoming and collaborative culture
- Professional development opportunities
- Benefits that directly impact mental, physical and financial wellness
- Work Flex program which gives you the opportunity to work at our Chesterfield office, our Downtown St. Louis office, remotely, adopt a hybrid approach or even switch between these options as you prefer
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