Walnut Creek, United States
about 1 year ago
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.