Client Development Assistant
Skills
- Excellent written communication skills
- Strong attention to detail
- Experience with POS/CRM systems
- Advanced proficiency in Excel
- Familiarity with data reporting tools
Responsibilities
- Assist in coordinating Client Development initiatives
- Lead Private Client acquisition efforts
- Monitor client behavior and identify new segments
- Leverage reporting for Client Development KPIs
- Track performance of new client assignments
- Execute client segmentation initiatives
Education
- Bachelor’s Degree preferred
Benefits
- Medical, Dental & Vision Insurance Benefits (day1)
- 401(k) with Company Match
- Company Paid Life Insurance Benefit
- Voluntary Supplemental Insurance Benefits
- Unlimited Paid Time Off
- Tuition Reimbursement
Average salary estimate
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