Job Description

Client Success Executive, Northeast


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locations

Malvern, PA






time type

Full time





posted on

Posted Yesterday





job requisition id

180282




Core Responsibilities

1. Broadens complex relationships with existing clients. Identifies opportunities and strategies related to recordkeeping and client services. Supports strategy planning for a book of business. Tracks growth opportunities, contributes to business planning activities, and supports client account retention.

2. Evaluates client needs through consultations. Researches service improvement options and strategies to meet client needs. Uses strong relationship managem...

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