Position Overview The Account Manager is responsible for providing general office support and a variety of client... support and other related tasks. The Account Manager will be responsible for collecting, organizing, and analyzing client data...
on behalf of the private wealth advisor / relationship manager. Develops an understanding of the customer needs and the account... and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden...
knowledge of competition, market opportunities, and customer prioritization (may work with the Commercial Account Manager... of the business. Position is responsible for profitable growth of the commercial business via customer retention and growth...