Client Performance Specialist

This is a fully remote position, open to applicants in Colorado, +3 more states.

📋 Description

• Act as the primary point of contact on a daily basis for both internal and external clients concerning client inventory performance, operations, and reporting.

• Serve as a bridge between external clients and internal departments at Rausch Sturm.

• Function as the main liaison between the firm and high-profile clients.

• Update client-specific reports monthly and assess client KPIs to pinpoint successes and areas for improvement.

• Develop performance reviews and presentations for key clients.

• Lead and engage in client performance discussions.

• Oversee client placements to ensure timely and accurate data loading.

• Track client inventory to guarantee prompt suit, judgment, and execution progress.

• Inform internal stakeholders of any client changes and verify implementation.

• Revise reference documents and communicate updates internally.

• Investigate and resolve account-level concerns raised by both internal and external clients.

• Detect trends and possible systemic issues, offering recommendations to stakeholders.

• Execute other assigned duties as required.

⛳️ Requirements

• Exceptional written and verbal communication abilities, including the capacity to convey complex information in a clear and concise manner.

• A curious and innovative mindset that aims to create new solutions and enhance processes.

• Capability to manage changing priorities in a fast-paced, detail-oriented, results-focused environment.

• Strong interpersonal skills, demonstrating respect for differing opinions.

• Proficient in the Microsoft Office suite.

• A Bachelor's degree is preferred, or equivalent experience in client services.

• Previous experience in client-facing roles is preferred.

• Ability to sit at a desk and work on a computer for extended periods.

• Regularly required to communicate verbally and use hands for typing, handling, or touching objects.

• Frequently required to stand and walk; may need to stoop, bend, or reach overhead.

• Must be capable of occasionally lifting up to 25 pounds.

• Must be able to access and navigate through each department within the organization's facilities.

• Availability from Monday to Friday, 8am to 5pm, with flexibility to accommodate business needs.

🏝️ Benefits

• Health insurance

• Dental insurance

• Vision insurance

• Life insurance

• Short-term disability

• Long-term disability

• 401(K) Retirement Program with Company Match

• Paid Time Off (PTO)

• Employee Referral Program

• Volunteer Time Off

• Bonus program