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Account Executive/Account Manager
Position Purpose: Position Purpose: This position is responsible for providing overall client services to our Small Market partners, financial advisors and clients. The Account Executive strengthens these relationships by providing day-to-day exceptional customer service.
Essential Duties and Responsibilities:
* Consistently provide a high level of Customer Service while communicating with clients and partners to address all client service issues and provide necessary research, problem solving and resolution support.
* Successfully monitor and follow-up on assigned items, including seeing problems through to resolution and closure with customer(s).
* Provide clear and concise communication, regarding overall service expectations as well as procedures and time frames, to clients...
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