Delivers professional activities in the Client Services job family.
Responsible for providing client support in the areas of service, maintenance and penetration.
Responds to inquiries, solving problems, and ensuring client satisfaction with products and service.
Coordinates with account manager to ensure needs are met and potential problems are averted.
Keeps account manager informed of account status and opportunities for expanded business.
May make on-site presentations to existing and prospective clients to educate and inform on products.
Applies standard techniques and procedures to routine instructions that require professional knowledge in specialist areas.
Provides standard professional advice and creates initial reports/analyses for review.
May provide guidance, coaching, and direction to more junior members of the team in Client Account Support.
Top 3 Non-Negotiable Skills:
• Attention to Detail
• Member & Client Facing Skills (Interpersonal Skills)
• Excel Knowledge - Medium Skill Level
This position includes fiduciary duty or access to financial systems:
Yes
EEO:
"Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of - Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans."
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