Customer Support Account Manager

Position Objective 
The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account Manager will be responsible for collecting, organizing, and analyzing client data as well as other administrative and support functions such as scheduling client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and completing applications and forms.

Primary Responsibilities
The Account Manager can expect to focus their work in the following areas:

+ Client Communication

+ Greet clients and guests in a professional, friendly and hospitable manner

+ Answer telephones and direct callers to appropriate member of the firm

+ Respond to client emails in a professional manner

+ Attend client meetings in a technical, supporting, and learning role

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