Client Service Manager

JOB SUMMARY

The Client Service Manager (CSM) is responsible for managing Livingston client satisfaction. The CSM will be the client’s key business contact for all brokerage related activity, building strong relationships with client financial decision makers, increasing client retention and identifying opportunities for growth.

KEY DUTIES & RESPONSIBILITIES

Manage client relationships:

• Manage all aspects of client's portfolio directly with the client. Conduct client visits (virtual and in person) to understand their cross-border trade requirements. Understand client history, providing appropriate reports, analyzing client information in appropriate systems, determine strengths, weaknesses, opportunities and threats. Establish strong relationship with client decision-makers.
• Primary Livingston contact with clients.
• Proactively contact client base to confirm satisfaction and identify n...