Client Success Manager Are you interested in a versatile role with a dynamic growing company? We’re hiring a professional Client Success Manager to support our advisors and help lead our administrative team. This role demands a blend of sharp administrative skills and stellar client service acumen, all while thriving in our dynamic, fast-paced setting. This is a remote position with significant growth potential based on performance. Compensation- This is a position with a compensation plan that includes an annual salary range of $60,000 - $85,000 and incentives driven by performance. Benefits for qualified employees include: • Paid Time Off • Comprehensive insurance benefits • 401(k) with company match • Professional development. **** PLEASE FOLLOW THE INSTRUCTIONS BELOW WHEN APPLYING **** If steps are not correctly followed, your application will not be considered. (Following instructions is an important requirement for thriving in this position). Your cover letter must include 2-3 concrete examples demonstrating : Client Relationship Management : Illustrate how you've built and maintained strong relationships with clients, including handling challenges, ensuring client satisfaction, and fostering loyalty. • Administrative and Organizational Skills: Describe scenarios where your administrative abilities and organizational systems significantly contributed to project success or enhanced operational efficiency. • Innovative Problem-Solving: Provide examples of how you've applied innovative solutions to complex problems, particularly in improving processes, enhancing client experience, or contributing to business growth. These examples should not only reflect your competencies but also your strategic thinking, problem-solving skills, and commitment to excellence. Ensure your cover letter succinctly addresses these aspects, as they are pivotal in assessing your suitability for the Client Success Manager role. **The Ideal Candidate** We care about skills and experience. We care just as much about your behaviors, habits, and attitudes…the right person for this role will: • Not only “adapt” to change, but lead change - drive it and thrive in it • Talk more about the solution than the problem • Equally embrace both aspects of the “work/life balance” • Have a sense of humor in equal measure to your sense of compassion • Make clients feel valued and important Responsibilities: The Position • Serve as the primary point of contact for high-level administrative support and client relations. Serve as the first point of contact for client communications, managing inquiries with the professionalism and efficiency that our elite clientele deserves • Craft and maintain optimal organizational systems from digital filing to scheduling • Be the architect of our client program calendars, aligning our business advisors’ expertise with client needs for unparalleled service delivery • Cultivate and enhance client relationships where every interaction is an opportunity to impress • Prepare and review correspondence, reports, and presentations on behalf of company executives, crafting messages that resonate with clarity and impact • Manage and prioritize incoming communications, including emails, phone calls, and postal mail, navigating the flow of information • Organize and maintain executive calendars, orchestrating the symphony of appointments, meetings, and travel with masterful efficiency • Facilitate the preparation and logistics for internal and external meetings Qualifications: Education: Candidates must possess a bachelor's degree in Business Administration, Management, or a related field. We value education as a keystone for personal and professional development, especially when it aligns with our innovative and client-focused consulting services. Advanced degrees, certifications, and additional professional development is highly desirable. • Must have a bachelor's degree • Five (5) or more years of executive and/or professional client service experience • Very familiar with Google Suites • Strong organizational, communications, and time management skills • Technological agility and experience with CRM & Project Management Systems Compensation: $60,000 - $85,000 yearly

• The Position • Serve as the primary point of contact for high-level administrative support and client relations. Serve as the first point of contact for client communications, managing inquiries with the professionalism and efficiency that our elite clientele deserves • Craft and maintain optimal organizational systems from digital filing to scheduling • Be the architect of our client program calendars, aligning our business advisors’ expertise with client needs for unparalleled service delivery • Cultivate and enhance client relationships where every interaction is an opportunity to impress • Prepare and review correspondence, reports, and presentations on behalf of company executives, crafting messages that resonate with clarity and impact • Manage and prioritize incoming communications, including emails, phone calls, and postal mail, navigating the flow of information • Organize and maintain executive calendars, orchestrating the symphony of appointments, meetings, and travel with masterful efficiency • Facilitate the preparation and logistics for internal and external meetings