Associate Client Account Manager recruitment
The Associate CAM acts as a liaison between Senior Client Account Managers and all other service areas of the organization, including: Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Alternative Asset Management Group, Philanthropic Advisory Services, Property and Casualty Advisory Services, Equity Risk Management and Custody.Responsibilities:Client Service•Regular client communication, including responding to client and advisor inquiries.•Attend client meetings as directed by Senior Client Account Manager. Document issues discussed and coordinate Read more […]
Associate Client Account Manager recruitment
The Associate Client Account Manager (Associate CAM) is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.The Associate CAM acts as a liaison between Senior Client Account Managers and all other service areas of the organization, including: Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Alternative Asset Management Group, Philanthropic Advisory Services, Property and Casualty Advisory Services, Equity Read more […]