Client Success Manager

We’re Four Quadrants Advisory Companies—we are the most comprehensive niche firm working exclusively with elite dental owners in the country. We help with investing, accounting and most importantly personal & business advisory. We are in need of an experienced, on-site, full-time Client Success Manager to add to our cutting-edge team. You will be primarily working on all aspects of maintaining high client service levels/retention, participating in all meetings/calls, building rapport with clients, and mentoring/bridging communication between client and advisor. This position will not require any sales. If you’ve wanted to focus on concierge, deep relationships with clients, move to more of service-based, consultative role that creates generations wealth for your clients without products, then this is the place for you. We have an elite, high-level image and bring this white glove approach to the comprehensive and concierge to the way we handle clients—are you ready?

To the qualified candidate we offer:

• A competitive starting salary for ideal candidates—no commissions or sales requirement
• Relocation assistance available.
• Bonus programs available
• 401 (k) with 4% company match
• Medical/Dental/Vision/Disability insurance
• Generous vacation & PTO package
• Extra paid time off around the holidays
• Flexible work hours
• Very little if any travel requirements
• Tremendous opportunity for advancement

Client Success Manager Traits

• Exemplary client servicing & verbal/written communication skills
• Personable attitude & willingness to build deep relationships with existing clients
• Social and emotional awareness to tailor interactions for individual customers
• Very organized and strong attention to detail
• Problem-solving/troubleshooting ability will be needed
• Team player willing to take the initiative to help out internally while proactively following up with client/co-workers on outstanding issues without being asked.
• Ability to explain complicated financial concepts in an easily understandable way
• Self starter who does not need to be micro-managed/ability to work independently
• Expert in dealing with customer issues & retention of clients
• Ability to prioritize and/or seek assistance in determining task priority
• Leadership and motivational abilities
• Task and deadline driven
• Desire to learn a wide array of subject matter a must
• Ability and willingness to adapt to changing environment
• Great comfort in crafting professional emails
• Familiarity with interpreting financial data (Profit & Loss, Balance Sheet, taxes) preferred

Duties and Responsibilities include

• Concierge servicing focus (calls, meetings, email, etc.) to maintain/expand on stellar firm retention ratio with all dental clients
• Learning about the business model of dentistry from executive teams
• Meeting with clients on a regular basis in person and via phone/email
• Building rapport and cultivating existing relationships with clients
• Work with client advisor to ensure client success and retention
• Educating/mentoring advisors with client communication
• Entertaining clients to deepen relationships

Requirements

• 3+ yrs experience preferred working in the financial advisory field
• 6+ yrs experience running meetings & communicating with clients
• Undergraduate degree required (ideally in Finance/Economics/Accounting/Business field) - MBA degree coveted
• Very polished presentation skills a necessity
• Series 65 or 66 required
• Expert communication/relationship skills are necessary
• Professional appearance and image a must
• Superb time management skills will be needed
• Dental experience a plus
• Multitasking ability necessary
• Mac & PC experience preferred
• Must authorize background and credit history checks

About Four Quadrants Advisory Companies:

Four Quadrants Advisory is a contemporary firm that feels more like a specialized think tank than a more traditional financial firm. We operate very differently than a traditional firm because we've removed all the worst parts of the model and have replaced them with practical, efficient ideas to focus on being a better planner. We are an elite firm working with dental clients in over 38 states currently that travel to us annually. We act as their financial planner, external CFO and handle all accounting aspects of client cases helping with everything in their business and personal lives. We are known as the best niche firm in the country to help dentists save money and guarantee our results. We are looking for the best person to continue and grow that excellence.

Job Type: Full-time

Pay: $75,000.00 - $300,000.00 per year

Benefits:

• 401(k)
• 401(k) 4% Match
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Compensation Package:

• Bonus opportunities
• Performance bonus
• Quarterly bonus

Schedule:

• Choose your own hours
• Monday to Friday

Application Question(s):

• Why are you leaving your current position or why are you looking for a new position?
• We do not like to waste time if numbers don't align for both sides. What is your current income (as well as how it is split between base/bonus/commissions)? What is your target income for this role?
• Cultural fit is very important to us....please tell us about you away from the office

Experience:

• Customer relationship management: 6 years (Required)

Work Location: In person