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CLIENT ACCOUNT Representative

Client Account Representative

We are seeking client account reps who are optimistic, energetic, and passionate about solving clients’ problems. The ideal candidates have excellent communication skills and attention detail.

Key Responsibilities
  • Lead transition for firms from prospect to client
  • Assist clients with account creation and data onboarding
  • Coordinate and deliver training sessions
  • Provide client support
  • Conduct one-on-one sessions with managing partners and practice leaders
  • Develop efficient and effective processes
Key Characteristics
  • Optimistic, energetic personality
  • Self-starter, with strong sense of competition
  • Excellent communication skills, written and verbal
  • Strong attention to details
Qualifications
  • 4-year degree preferred
  • Previous account rep experience or training preferred

*Must be authorized to work in the United States without requirement of sponsorship/Visa