Account Manager

• Support clients as main point of contact
• Meet with clients for relationship management check-ins
• Attend client review meetings
• Attend new client acquisition meetings
• Attend meetings with client attorneys or CPAs as needed
• Quarterback client workflow within the support team
• Manage client follow ups post meeting
• Develop client plans independently for assigned client relationships
• Understand and communicate firm investment philosophy

Client Relationship Manager

Director of Client Partnerships

Associate Retail Account Manager

Account Representative

Business Banking Relationship Manager

Senior Account Manager – Commercial Lines