The Manager, Global Invoice Processing works with the client's outside counsel, legal services vendors, and internal counsel to assist in the facilitation of onboarding law firms to the global electronic invoice system.
The Client Account Manager will provide our 401(k) product with coordination of sales, marketing, proposal presentations, client investment advice and education, and the selection, monitoring and research of mutual funds.
Works in tandem with key account executives, digital specialists and account managers to build a continuous pipeline of sales prospects and building strategies to maximize revenue potential within designated segment for local market.
As a Client Account Manager, you will represent the entire range of company products and services to assigned clients while leading the client account planning cycle and ensuring client needs and expectations are met by our company.
The CRM manage the Client Associates and Service Support Staff along with the branch's Operations Department where responsibilities include Funds/Securities Receipt & Processing, Wire & Order, and Trade Corrections and Document Control where the review and approval of all Client Financial transactions takes place.
In this role, the selected candidate will provide strategic leadership support for digital channel initiatives that address client needs, create competitive advantages, close gaps, and build a more cohesive overall digital channel experience.