Assistant Client Account Manager recruitment
CLIENT SERVICEHandle routine communication with clients and their advisors via telephone, email and fax. Document written and verbal communication with clients and their advisors in CRM. Prepare charts and materials for client meeting presentation books using Pages, Excel, Word, PowerPoint and the intranet as needed and file in CRM and DMS. Prepare customized spreadsheets for clients. Complete financial paperwork from other institutions for clients.File correspondence and other documents in DMS. ACCOUNT ADMINISTRATION Work with Client Administration Team to open accounts and coordinate with outside Read more […]
September 4, 2012
• Tags: Assistant Client Account Manager recruitment, Private Banking, Wealth Management careers in the USA • Posted in: Financial • Comments Off on Assistant Client Account Manager recruitment