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Client Service Excellence Specialist
2 weeks ago
**Key Responsibilities:**
As an Institutional Client Account Manager, you will play a critical role in ensuring a high-quality service experience for our clients and long-term retention of assets and fee revenue for our business.
- You will be responsible for prioritizing and managing multiple tasks, including client reporting, market studies, and client review meetings.
- You will also develop and deliver client training programs and coordinate client due diligence events.
Your ability to multitask while working independently and as part of a fast-paced team is essential for success in this role.