Account Manager

About this job

Coordinates resolution of client issues and informs clients of steps taken to resolve requests or problems. 3. Develops and maintains working knowledge of governing documents and account agreements. 4. Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions. 5. Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information. 6. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups. 7.…

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