Develop a comprehensive understanding of current portfolio and address any issues that will inhibit client satisfaction while focusing on identifying additional opportunities to grow our partnership.
Maximize existing relationships by engaging clients as their primary touchpoint within Livingston.
Review and analyze business trends of client for all Livingston solutions and identify areas of opportunity, improvement, and growth.
Lead client renegotiations and profitability analyses.
Identify and develop business growth and profitability strategy for each assigned account.
Educate assigned clients on regulatory changes and new requirements.
Maintain systems accuracy related to existing account base using key tools.
Prepare and facilitate client presentations and reports.
Promote client development and build relationships with clients through office visits and presentations.
Engage appropriate subject matter specialists/internal resources and Client Service Managers to support client requests for improvements and growth opportunities, manage/influence the collaboration of all resources.
Escalate and project manage client issues to ensure timely and satisfactory resolution.
Requirements
3 years of related experience
Proficiency in Microsoft Office (Word, Excel and Power Point)
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