In this role, you will work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies while meeting your asset and revenue targets.
In this position, you will be interacting with various teams of cross functional engineering and project management to help identify issues, test features and drive the quality of the Siri user experience, feature functionality and OS integration.
In this role, you will be responsible for develop and maintain long-term relationships with customers, recommend tailored solutions that are aligned to business goals, and become a trusted advisor that is sought for insights and best practices.
In this role, the selected candidate will assist in the preparation and operation of trade shows, conventions, and/or clinical meetings; develop and create packets, information, presentation, and supporting docs.
In this role, you will lead client team members and partners with other internal specialists to provide clients access to the full array of U.S. Trust capabilities and services, as required to meet their specific needs.
In this role, the selected candidate will develop substantive knowledge of the service needs required by each of Acclaris clients, refine delivery plans, and partner with Client Service Managers to address difficult or emergent client concerns.
In this role, the selected candidate will build and maintain a deep understanding of our products with the ability to explain them to others; think about how client customization and delivery can be sped up and improved.
In this role, the selected candidate will help build the mobile based version of WhatsApp on web/desktop/tablet platforms; work closely with, and incorporate feedback from PMs, designers and other engineers.