Client Success & Operations Assistant

You’ll be the heart of our client relationships, nurturing long-term connections with past clients and referral partners, supporting minor transaction coordination tasks, and executing our client gifting program.

You’ll also help maintain our exclusive referral network, the Coastline Club, assist with light social media engagement as it relates to client care, and keep our CRM (Brivity) organized and current. Your work ensures a seamless, thoughtful experience for every client and partner we serve.

Key Responsibilities:

1. Build and maintain relationships with past clients and referral partners
2. Support transactions by doing minor tasks necessary to support transaction coordinator to provide best service to clients
3. Execute our client gifting and appreciation system
4. Manage and engage our Coastline Club community (including social media)
5. Organize and maintain CRM records and track client touchpoints
6. Respond promptly to leads via text, call, or email
7. Collaborate with the team to ensure an exceptional client experience