Subject Matter Expert

Account Manager are responsible for the end-to-end client experience for the book of clients assigned to them. They are the ultimate owners of the client and responsible for their outcomes. They are both client experts and CWAN experts to champion their client's success at CWAN. Account Manager will work closely with client onboarding, product support and technology to deliver value-added solutions and a world-class experience for our clients.
What You'll Do:

• Ensure client's BAU activities are in good order and all commitments and deliverables are being met by maintaining and reviewing daily client dashboards and closely monitoring open issues
• Manage and maintain client profile details in a centralized CRM tool which includes AUM, strategy, assets traded, end-to-end functions utilized, key stakeholders and third-party relationships
• Act as an escalation point and subject matter expert for any client issues ensuring accurate, organized and timely res...