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Senior Client Account Manager
Company: Multi Billion Dollar Wealth Management Firm
Location: Ft. Myers Naples Florida
Category: Management
Job Description:
Description The Senior Client Account Manager (Senior CAM) has primary responsibility for developing and maintaining client relationships through regular and effective client communication the coordination of client account service delivery and consultation with client advisors. Responsibilities: * Communicate regularly and proactively with client especially regarding any investment or life events. * Discuss investment performance and anticipate client questions arising from prevailing market and economic trends. * Present estate tax and financial planning opportunities to (See More)
You may also want to:Location: Ft. Myers Naples Florida
Category: Management
Job Description:
Description The Senior Client Account Manager (Senior CAM) has primary responsibility for developing and maintaining client relationships through regular and effective client communication the coordination of client account service delivery and consultation with client advisors. Responsibilities: * Communicate regularly and proactively with client especially regarding any investment or life events. * Discuss investment performance and anticipate client questions arising from prevailing market and economic trends. * Present estate tax and financial planning opportunities to (See More)
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