Client Retention Associate

Job description

As a Client Retention Associate , you will gain a strong foundation in specific industries and tax, in addition to developing your critical thinking skills. You will also develop a strong understanding about our firm’s mission and purpose, the professional services industry, our unique client-centric culture, and how we serve and engage our CPA partners, clients, and industry partners. You will participate in client engagement discussions and learn about a wide variety of industries, our various service lines, and business methodologies with the goal of managing current clients and re-engaging with inactive clients. You will develop service line-specific and industry-specific skills and work directly with C-level executives and CPA firms in various markets as part of a high-performance team. As a national premier consulting firm, alliant is focused on providing solutions to help businesses transform and thrive. alliant offers six different service lines to our clients and this role manages and re-engages with clients for all service lines. Responsibilities: Account management of existing clients Proactively reach out to inactive clients to rekindle relationships and encourage their...