Job summary
Job post source
This job is directly from Heritage Strategies LLC
Job overview
The Client Service Associate at Heritage Strategies LLC acts as a key liaison managing client communications and supporting Partners to ensure smooth execution of client meetings and activities.
Responsibilities and impact
The role involves attending client meetings, preparing and organizing meeting materials, documenting discussions, managing client communications, tracking action items, coordinating with internal teams, and adhering to company protocols to support organizational goals.
Experience and skills
Candidates must have excellent communication, active listening, organizational, time management, and problem-solving skills, proficiency with CRM and Microsoft 365, and the ability to maintain confidentiality and follow company procedures.
Company information
Heritage Strategies LLC is an Estate Planning Family Office serving over 250 affluent families with a combined net worth exceeding $35 billion, offering over 100 years of expertise and simplifying estate plans into accessible formats.
Company overview
Heritage Strategies LLC is a consulting firm specializing in historic preservation, cultural resource management, and heritage tourism, helping communities, organizations, and governments leverage their unique historical assets for economic and cultural development. The company generates revenue through professional services such as strategic planning, grant writing, interpretive planning, and project management for preservation initiatives. Founded by Donovan Rypkema, a recognized expert in the field, Heritage Strategies has contributed to significant preservation projects across the United States, often collaborating with public and private sector clients. Candidates should be aware of the firm’s reputation for combining economic analysis with preservation advocacy, as well as its role in shaping preservation policy and best practices nationally. Understanding the company’s commitment to sustainable development and community engagement is important for prospective employees.
How to land this job
Position your resume to highlight your exceptional organizational skills, attention to detail, and ability to manage client communications effectively, as these are core to the Client Service Associate role at Heritage Strategies LLC.
Emphasize your proficiency with CRM software, Microsoft 365 suite, and Adobe PDF Pro, along with your experience in drafting professional correspondence and managing meeting documentation, to align with the job's technical requirements.
Apply through multiple channels including Heritage Strategies LLC's official corporate website and LinkedIn to maximize your application visibility and increase your chances of being noticed.
Connect with current employees in the client services or estate planning divisions at Heritage Strategies LLC on LinkedIn, initiating conversations by referencing their recent company projects, expressing interest in their approach to client relationship management, or asking for advice on succeeding in the role.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client liaison,' 'meeting coordination,' 'CRM proficiency,' 'organizational skills,' and 'attention to detail' to ensure it passes screening algorithms.
Leverage Jennie Johnson's Power Apply feature to automate tailored resume submissions, locate multiple application portals, and identify LinkedIn contacts for networking, allowing you to focus your energy on preparing for interviews and refining your skills.
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