Client Portfolio Associate recruitment

• Provide exceptional client service by effectively servicing an assigned set of consultants and clients• Assist in the creation and execution of the prospect/marketing, consultant, and client relationship plan• Work with the Senior Client Portfolio Manager to market to designated research people and consultants• Actively work to move the prospects/consultants pipelines forward• Help build and maintain strong and effective consultant relationships• Collaborate with appropriate teams across the firm to handle a variety of client/consultant requests, such as market commentary, product Read more […]

July 13, 2012 • Tags: , • Posted in: Financial • Comments Off on Client Portfolio Associate recruitment