Client Advocate

The Client Advocate is responsible for managing client relationships and ensuring a seamless client experience. The role requires strong leadership, communication, and project management skills to align resources with client needs. The Client Advocate will need to have strong negotiation, management, project management, and presentation skills.

Requirements

• Strong negotiation skills
• Strong management skills (mentoring and leading ACAs; coordinating with brokers)
• Strong project management skills
• Strong presentation skills
• Establishes comprehensive understanding of each client’s industry, business, and objectives
• Designs and delivers client presentations, stewardship reports, service plans, and schedules

Benefits

• Retirement Plan
• 401k Matching