Client Services Representative

• Develop the sales plan with the client for retail operations execution at the store level.
• Develop and maintain key accounts contacts with established clients.
• Responsible for all assigned clients; establish and maintain sound relationships with the clients; provide thorough knowledge, insight, and communication into all facets of the market and CROSSMARK.
• Participate in the formulation of sales objectives, plans, policies and procedures and execute approved programs.
• Review, evaluate and report retail execution progress to plan and recommend programs for improvement.
• Organize field contacts with clients; recap retail activity and communicate to client contact; general correspondence with client.
• Develop quarterly analytical business planning sessions with clients.
• Develop and maintain sources of legal competitive information providing prompt, complete reporting on promotions, pricing, sales trends, competitive company structure and policies; recommend programs to counter competitive pressure.

Associate Client Services Manager

Client Services Associate

Registered Client Service Associate

Experienced Tax Associate – Private Client Services

Client Care Specialist

Client Services Manager