Sr. Client Service Associate managing client onboarding and support for Wealth Enhancement firm. Facilitating client experience and administrative tasks in a hybrid work environment.
About the role
- Manager, Client Services responsible for driving growth and new business for a tax services firm. Engaging clients and providing customized solutions, while collaborating with cross-functional teams.
Responsibilities
- Communicating the Firm’s vision and capabilities to marketplace
- Engaging clients and prospects in a consultative manner to provide customized solutions
- Expanding and cross-selling within client relationships
- Researching, initiating, and developing new business relationships for the Firm
- Partnering with Client Services Directors and Principal
- Assisting business development pursuit of existing Clients and Prospects
- Meeting with prospects and clients regarding potential engagements
- Identifying, researching, and pursuing prospects and clients to generate new business
- Making cold calls and maintaining contact with prospects and clients through telephone and email
- Building and maintaining key relationships with Firm prospects and clients
- Attending business development meetings with prospects and clients, both locally and nationally
Requirements
- Bachelor’s degree with 5+ years of experience including Business Development
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.)
- Document Management Systems; such as, Microsoft SharePoint, Google Drive, Dropbox or eFileCabinet
- ERP (Enterprise Resource Planning) experience; such as, Workday, PeopleSoft, Oracle or SAP
- CRM (Customer Relationship Management) experience; such as, Salesforce, Microsoft Dynamics, OnContact, or NetSuite
- Valid driver’s license required
Benefits
- Hybrid Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO)
- 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
- Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
- Benefits Eligibility Effective Day One
- 401K with Employer Match
- Tuition Reimbursement After One Year of Service
- Fertility Assistance Program
- Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
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