Synergy Manager

The Client Portfolio Manager serves as the primary point of contact and trusted advisor for our current clients. This is a highly visible role that blends analytical problem-solving with expert client relationship management.

We are looking for a candidate who values analytical thinking and can reason independently to resolve complex client concerns. If you thrive on being challenged, enjoy managing client relationships, and excel at independent time management, this position is for you!

This role requires a balance of communication, organization, and problem-solving, with key responsibilities falling into these areas:

• Serve as the primary client contact, communicating effectively via phone and email.

• Develop beneficial, long-lasting client relationships, ensuring high satisfaction.

• Direct customer contact experience preferred
• Intermediate skill with Microsoft Excel, Word, Google Services, and Conservice software
• 6 months with the company preferred - with a thorough knowledge of Synergy and Conservice processes