Client Relationship Manager

2 days ago

Minneapolis, Minnesota, United States MESSERLI & KRAMER P.A. Full time
Job Summary

We are seeking a highly skilled Client Relationship Coordinator to join our team at Messerli & Kramer P.A. This role will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.

Key Responsibilities
  • Provide exceptional communication to clients, anticipating and resolving issues in a timely and professional manner.
  • Work closely with internal teams to respond to client audit requests and questionnaires, ensuring timely and accurate responses.
  • Participate in monthly calls, remote audits, and on-site visits to ensure client satisfaction and identify areas for improvement.
  • Review and respond to client inquiries, providing timely and effective solutions to critical issues.
  • Properly track deadlines to meet client requirements, ensuring seamless delivery of services.
  • Communicate regularly with clients to evaluate satisfaction and proactively identify upcoming needs.
Requirements
  • Two (2) years post-secondary education or comparable experience.
  • Ability to coordinate multiple tasks simultaneously with differing levels of urgency.
  • Keen attention to detail to ensure accuracy of data.
  • Exceptional time management skills.
  • Demonstrate a high degree of professionalism and accountability.
  • Excellent communication skills (verbal and written).
  • Excellent analytical thinking and organization skills.
  • Experience with Microsoft products: Outlook, Excel & Word.
  • All candidates must be able to pass a drug and background screen.
Work Environment

This role operates in a professional office setting, routinely working with standard office equipment. The person in this role would be required to talk and hear, sit or stand for long periods, and use their hands and fingers to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements.

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