! As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client service... an understanding of the unique requirements of clients across all asset classes. As a Client Account Manager you will also partner...
to ensure well-rounded and well-informed recommendations are made to clients. The position reports to the Manager, Client... and other relevant client-facing calls. Coordinate with the Account Executive (AE) team, engaging in pre-sales activities and meetings...
. Effectively respond to client account inquiries and take ownership of follow-ups. Help build and execute business plans, client... segmentation exercises, and client service plans. Identify opportunities for asset consolidation and referrals across the existing...