Client Services Representative

• Responsible for communicating the Firm’s vision and capabilities to the marketplace
• Engaging clients and prospects in a consultative manner to provide customized solutions
• Expanding and cross-selling within client relationships
• Researching, initiating, and developing new business relationships for the Firm
• Partnering closely with a small team of Client Services Directors and Principal
• Assisting with business development pursuit of existing Clients and Prospects
• Making cold calls and maintaining contact with prospects and clients through telephone and email
• Building and maintaining key relationships with Firm prospects and clients
• Attending business development meetings with prospects and clients
• Developing responses to requests for engagement letters, MSA, agreements, and proposals

Manager, Client Services

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