Client Relationship Associate

Job type: Full-time, exempt

Location: Mission Valley, San Diego, CA

Office policy: In-person (Mon, Tues, Thurs), Work from home (Wed, Fri)

Company Description:

TEAM RMS (www.teamemployer.com) is a national leader in the outsourced household employment market. We are a fast-growing company backed by a premier growth equity firm, but with the stability of our 20-year track record as a market leader. TEAM provides an all-in-on payroll and HR service for family offices, wealth managers, and banks whose clients have household staff. We specialize in exceptional customer service and serve some of the nation’s largest blue-chip banks and financial institutions such as Wells Fargo, JP Morgan, and Morgan Stanley.

We are a high-performing team pursuing aggressive growth targets. We’re proud of our 93% client NPS and consistent track record of double-digit organic growth. We like to win, but we also have fun doing it. Company culture and employee engagement are our #1 priority. We have a close-knit family culture and keep things light with our regular team celebrations, pranks, and costume contests.

Role Summary:

We are looking for an exceptional Client Relationship Associate to support enterprise client relationships and provide white-glove service experiences in our fastest-growing segment, TEAM Private Family Services. This individual will be a trusted partner to a highly effective team of Client Relationship Managers who serve as the primary points of contact for ultra-high-net-worth advisors, their clients, and employees. This individual will directly support all aspects of the client lifecycle.

Client Relationship Associates report directly to the Vice President of Private Family Services. In addition to invaluable hands-on experience serving a sophisticated client base and scaling a rapidly growing business, this role offers deep experience across a wide variety of functions, which would pave the way for future growth in client success, as well as offering hands-on experience scaling operations, sales, and human resources.

What you’ll do:

● Responsible for supporting Client Relationship Managers to drive exceptional client and employee NPS as well as expansion growth targets.

● Assist with all aspects of the account and employee lifecycle, including onboarding and offboarding.

● Consult and work flexibly with internal teams to solve problems and deliver solutions for clients and employees.

● Navigate service or employment-related questions and issues and drive successful, client-centric resolutions.

● Create and maintain workflow documentation for the Private Family Services department.

● Respond to all inquiries in a timely and solutions-based manner.

● Perform other duties as assigned in support of key business and department objectives.

What you’ll need to know/have:

● Manages multiple projects and processes efficiently and autonomously and executes with a high degree of quality and accuracy.

● Strong communication skills; Effectively relays information in a clear and concise manner.

● High degree of organization and attention to detail.

● Fanatical client service orientation; Demonstrates accountability by taking complete ownership of assigned tasks and recognizing the impact on clients and employee relationships.

● Solves problems creatively with a strategic, solutions-oriented mindset.

● Demonstrates the ability to maintain confidentiality and exercise discretion

Compensation: $67-75k

Company-sponsored medical, dental and vision plan for employees and their dependents, 401(k), wellness program, learning development program, life insurance, long-term disability coverage, charitable contribution matching, volunteer time off and employee assistance program. In addition to accrued vacation time and sick time, TEAM recognizes 12 paid federal holidays. We also offer our team members the option of alternative work schedules. For team members based out of the San Diego office, we provide daily catered meals, weekly massages, onsite fitness center, a fully stocked pantry, happy hours, free parking and much more.

Note: TEAM Risk Management Strategies, LLC is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation, or any other protected characteristic under local, state, or federal law.