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Summit Group

Client Success Specialist

Career Insights for Client Service Representative / Associate

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Based on Maryland data

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What they do

A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.

$49,191 / year median in Maryland

-14% projected decline

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Job Description

Client Success Specialist at Summit Group Client Success Specialist at Summit Group in Kensington, Maryland Posted in 1 day ago.

Type:

full-time This is responsible for supporting the Client Success team activities, specifically generating ideas for revenue growth, creating presentations, sourcing and merchandising products. Ideally, the coordinator helps the Client Success team grow their business and provide a top-notch client experience. Primary Responsibilities Collaborate with the Client Success Executive and/or Client Success Director on ways to increase revenue. Create solutions based on client needs, to include researching product and service information from suppliers, including costs, availability, and delivery schedule for designated accounts. Follow trends in the marketplace to best develop creative merchandise solutions. Manage projects within the Client Success team, coordinating multiple stakeholder groups to develop and execute deliverables. Participate in sales/supplier/client meetings to increase product and solutions knowledge. Create and design artwork for client orders and develop client proposals and presentations on an as needed basis in Adobe Illustrator and PowerPoint. Be people-oriented, client-focused, and assertive in developing client and supplier relationships. Qualifications 1-2 years of relevant experience. Experience in the promo industry preferable