Client Service Manager – Harris myCFO recruitment
ACCOUNTABILITIES Retain, service and enhance client relationships • Primary contact for handling client transactions, responding to and resolving routine client inquiries and service issues. • Prepare custom investment reports and client deliverables. • Demonstrate and maintain an in-depth understanding of the client’s profile, objectives and goals. • Demonstrate strong team support in retaining 95%+ client assets under advisement. • Collaboratively develop and execute client plans/SWOT analysis. • Enhance current relationships through effective communication and trust building Read more […]
February 1, 2012
• Tags: Accounting & Finance careers in the USA, Client Service Manager, Harris myCFO recruitment • Posted in: Financial • Comments Off on Client Service Manager – Harris myCFO recruitment