Client Services

Job Type:
Full Time
3 Bala Plaza East, Suite 504 - Bala Cywnyd, PA 19004

The Client Services Administrator is responsible for the administrative aspects and communication with clients throughout project lifecycles. In this role, you will work with multiple clients and projects simultaneously. This position reports directly to our Client Services Director.


  • Act as an intermediary between Clients and internal Agent resources to maximize project performance
  • Build strong rapport with Clients and Clients’ teams over regular email and phone communication
  • Generate reports and data analysis
  • Additional duties as assigned


  • Detail oriented with the ability to work independently in a fast-paced environment
  • Ability to prioritize and pivot between multiple responsibilities
  • Ability to solve complex problems through innovative thinking
  • Exceptional oral and written communication skills
  • Experience proofreading and editing
  • Proficient with Windows, Office, and web applications/CRM systems
  • Strong organizational, interpersonal and relationship building skills


  • Minimum of 2 to 4 years of client services experience in a business setting
  • Bachelor’s degree or an equivalent combination of education and experience
  • Working Knowledge of the banking industry is a plus, but not necessary
  • 3 Professional references will be required


Compensation for this position is commensurate with experience.

Application Form

EBD is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

If you cannot submit a resume online, are unable to complete the Application Form, have questions about the process, or need assistance submitting your resume on-line, please e-mail

Truly successful practitioners of business development, especially in the world of high-value, relationship-oriented business, almost always use a concept that we call Respectful Persistence™. This subtle skill strikes a delicate balance between diligently pursuing a prospect and always maintaining a high level of respect for their boundaries and wishes.

A significant part of the training that is integral to our agents' preparation focuses on Respectful Persistence™. We teach our agents how to use each contact with the prospect as a way to underscore how important, satisfying and appropriate a relationship between our client and the prospect would be. At the same time, we measure and allow for the wishes of the prospect for time and space between contacts or interactions. This process requires that our agents have a high degree of listening skills, sensitivity and judgment while still being able to be assertive in pursuing an appointment with the prospect. The real key to achieving this state of balance is to be able to quickly engage the prospect on an emotional level and build rapport and trust. When this happens, the prospect is much more likely to let down his or her guard and truly connect with and "get the message" from our agent.

Equally important is the follow-up process. Having the tools to track and manage the follow-up actions is critically important as is the discipline to crisply execute the plan for follow-up.

This philosophical commitment to Respectful Persistence™ is engrained in every service we provide our clients. Whether our agents are calling the prospect or our client's business development team is calling or visiting with the prospect, this same skill set will make the difference between mediocrity and the kind of "best of breed" business development techniques that our clients have come to associate with Expert Business Development, LLC.