About this role
Role Overview
- Manage accounts as internal and external voice for clients
- Implement CA duties on complex relationships
- Ensure document accuracy and compliance items
- Improve profitability within assigned portfolio
Requirements
- Strong relationships management
- Financial Statements collection
- Compliance management
- Analysis and reporting for portfolio performance
- Development of less experienced team members
Benefits
- Incentive compensation including production, commission, and/or discretionary incentives
- Flexible options for in-office presence