Responsible for managing small to medium sized clients and supporting Vice Presidents and Managing Directors with the larger/more complex relationships within business unit and onboarding new clients
• Responsible for the day to day management and successful long-term relationships of assigned clients.
• Responsible for managing a team(s).
• Focus on strategic aspects of maintaining and growing long-term relationships.
• Visit clients on a regular basis like quarterly and have service review meetings. Ensures to keep superior client satisfaction by acting as an advocate for clients and ensuring client issues are satisfactorily resolved. Proactive identification of client needs and potential internal issues impacting client satisfaction.
• Works closely with internal teams and clients. Facilitates communication between operations and other business units to ensure an effective operating environment. Works with management keeping them informed of new developments, service issues, and new business opportunities.
• Prepares internal risk and compliance profiles, responds to inquiries from client auditors and periodically reviews client invoices for accuracy.
• Other duties as assigned