Wilson Hand LLP

Account Manager

• Build and sustain meaningful professional relationships with Strategic Partners and their clients
• Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners
• Maintain and grow assigned client and SP portfolios with a focus on retention, satisfaction, and expanding service utilization
• Assess client circumstances and recommend customized private wealth solutions
• Actively identify additional opportunities to expand service offerings to existing clients and partners
• Serve as the primary problem-solver and advocate for clients
• Provide comprehensive training, marketing materials, and ongoing support to Strategic Partners regarding Wilson Hand's tax products and service offerings
• Work closely with support teams, the Regional Director, and technical specialists to ensure seamless execution of client engagements and deal progression
• Accurately document all prospect interactions, Strategic Partner information, client profiles, and deal progression activities in Zoho

Relationship Manager – Private Wealth, Tax Solutions

Executive Assistant

• Provide administrative support to Division Director, Chief of Staff and assist with sales-related and administrative tasks.
• Assist with scheduling and coordinating meetings with clients and prospects.
• Respond to inquiries from clients and prospects in a timely and professional manner.
• Assist with the preparation of sales proposals and contracts.
• Attend sales meetings and take detailed notes.
• Maintain accurate client and prospect information in our CRM system.
• Assist with marketing and business development initiatives as needed.