• Oversee all aspects of client management projects, including setting deadlines, assigning responsibilities, monitoring, summarizing progress of project
• Ensure deliverables fall within the applicable scope and coordinate with other departments to ensure all aspects of each project are compatible Coordinate internal resources and third parties/vendors for the flawless execution of projects; ensure resource availability and allocation
• Responsible for providing accurate information to clients pertaining to products, services, and offerings of Myriad; accurately explaining the various service and quoting services and/or coordinate advance conversation with internal subject matter experts
• Serve as the subject matter expert for the Advisor Club Program (membership); maintain accurate records of client conversations; actively and accurately utilize Projects, TMI and other applicable Myriad approved tools to document status updates to confirm a clear line of communication is maintained
• Responsible for ensuring client needs are promptly and accurately addressed through independent support and/or in collaboration with appropriate Myriad team(s) support
• Maintain database and active prospect list of customers; follow through on proposals, sales, client engagement, and orders; manage all sales and business transactions start to finish to confirm completion, in collaboration with appropriate departments/Leadership members

• Bachelor or Associates degree preferred; Completed college coursework in conjunction with work experience will also be considered
• Minimum of 2 years of professional experience in client relationship position or Account Management experience with active and engaged understanding of multiple products
• Entrepreneur minded with the ability and desire to see opportunities and proactively and strategically act upon such
• Adaptability, mental flexibility to respond to a variety of situation in whichever way our clients reach out to us i.e. phone, email, social media, or in person.
• Persuasive speaking skills to ensure a positive client service experience; focus on solution and show patience, understanding and brand loyalty; Display self-control during stressful client interactions; Ability to maintain professionalism at all times

• Ability and drive to remain up to date on company product specs, the process for engagement and ability to answer customers questions efficiently
  • Self-Awareness of personal knowledge limits to avoid misinformation or misleading answers but instead offer to find the answer/solution
• Delivery of professional verbal communications; Written communications that are free from error to be delivered timely in an effort to build relationships with each interaction
• Time Management is a must to include outstanding planning foresight
• Intermediate to advanced level computer skills, including working knowledge of the Microsoft Office suite with strong skills in Word, Outlook and Excel.

Myriad Advisor Solutions is a business consulting firm offering one-stop-shop products and services for our clients. The focus and dedication of Myriad is to provide big company resources for independent business owners which help them.