Client Services Associate - Chicago, United States - The Family Business Consulting Group, Inc.

Description

WHO WE ARE AND WHAT WE DO

Since 1994, The Family Business Consulting Group has worked with over 3,000 enterprising families in 70 countries to achieve one common goal: protect the integrity of the family and the enterprise for future generations.

We share a core belief that multi-generational family enterprises are precious and vitally important to the economies and social fabric of the world and deserve the best care and counsel.

Located across North America, our team is the largest and most experienced group of its kind, with unmatched expertise and a passion for helping family firms.

We facilitate clarity and balance between sensitive family issues and critical business decisions.

FBCG consultants practice disciplines that include strategy, management, finance, governance, psychology, leadership development, communication, conflict resolution, succession planning, and family education.

Our people-centered approach helps families work together more effectively to secure their legacy and continue to grow across generations.

***This is a hybrid position requiring in-office attendance at least once a month for monthly team meetings, however, in-person attendance will be discussed and agreed upon with the hiring manager, as required for onboarding and business needs. The role also involves the need to travel locally and participate in quarterly firmwide two-day meetings currently held within the Chicagoland area, starting Wednesday evening and concluding Friday afternoon. Out of state travel may be required for business needs.

The office is open and available during regular business hours if you need to stretch your legs, find a quiet space to focus, or collaborate with other team members.

Our office is located near O'Hare Airport within walking distance from the CTA Cumberland Blue Line.


RESPONSIBILITIES

• Support the client services department in all daytoday client, prospect, and consultant needs and communications, coordinating with other departments as needed, to ensure a timely response and follow through
• Maintain up to date contact information, reporting requirements, and opportunities in Salesforce
• Answer, screen, and direct phone calls to the appropriate team members/departments and schedule introductory calls as appropriate
• Schedule client, prospect, and consultant meetings, phone calls, and related followup meetings for the client services department
• Assist in the creation and distribution of speaking opportunity contracts, NDAs, and additional agreements and documents
• Work closely with other internal departments including marketing, consultant services, and IT/operations to constantly improve the use and efficiency of department systems, platforms, and intellectual property
• Facilitate the promotion of the firm's education events (webinars, premiere events, etc.) to prospects, clients and Centers of Influences (COIs), as collaboration between the Consultant Services and Client Services departments, to meet event revenue goals and ensure success of events
• Support the workflow of organizational sales processes, ensuring smooth operations and successful implementation of sales strategies and platforms (Salesforce, HubSpot, Jostle, etc.)

QUALIFICATIONS/SKILLS

• Associates degree required; Bachelor's degree in related field preferred
• 13 years of relevant experience in sales operations, client/customer service, administrative/executive assistance or similar experience
• Experience with managing complex calendars and scheduling
• Proficiency in Google Workspace, Microsoft Office, and Salesforce with an aptitude for learning new software and systems strongly preferred
• Resourcefulness with the proven ability to anticipate needs, prioritize responsibilities, and manage multiple projects or priorities with tight timelines
• Excellent written and verbal communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels (leadership, team members, clients, consultants, and external partners)
• Ability to work independently and under supervision, demonstrating initiative and adaptability in a fastpaced and dynamic environment

JOB SPECIFIC ATTRIBUTES
These attributes are common among people in this field and represent what we think will help someone to be successful in this role at FBCG:

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  Exceptional Organizational Skills: Given the variety of tasks involved, strong organizational skills are essential for managing multiple responsibilities, deadlines, and priorities effectively

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Excellent Communication Skills:Clear and concise communication is crucial for interacting with clients, prospects, consultants, and team members across departments, ensuring smooth coordination and follow-through on tasks
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Attention to Detail:Precise attention to detail is necessary for accurately updating contact information, reporting requirements, and opportunities in the Salesforce, as well as creating and distributing co