In this role, you will demonstrate technical expertise, strong revenue results and asset growth in investments and fiduciary products, and strong interpersonal skills as well as provide exceptional client service.
In this role, you will proactively managing the operational requirements of assigned client base; ensuring quality delivery and maintenance support of all products and services to assigned client base.
The ideal candidate must have prior knowledge of account opening, KYC procedures and support and maintenance of data. Accuracy and attention to detail are key competencies for this team along with being proficient in word and excel.
In this role, you will be responsible for
proactively managing the operational requirements of assigned client base; ensuring quality delivery and maintenance support of all products and services to assigned client base.
In this role you will utilize personal knowledge and contacts with the enterprise sector to develop and implement a sales plan to effectively sell telogis products and services to prospects as well as developing isv partnerships with system integrators, software and hardware platform companies.
In this role, the candidate will manage an account team consisting of direct reports and virtual resources, provides team leadership, motivation, development/mentoring and fostering of cross-functional collaboration.
In this role, the selected candidate will manage accounts of locally assigned programs including monitoring procedures and processes that impact customer satisfaction; and to ensure consistency in service delivery.