and acting as the main point of contact for all service-related inquiries and issues. The Account Manager closely with internal teams to deliver exceptional service, drive technology adoption, and proactively address specific needs and objectives. Provide guidance and training to clients on the effective use of technology a timely and efficient manner. Conduct regular service reviews with clients to assess their satisfaction Provide input and insights to the product and service development teams based on client feedback and
clients is a franchise of a well-known Financial Service provider and they are looking to recruit Financial advice across a variety of financial products and services Assessing client's overall financial picture,
clients is a franchise of a well-known Financial Service provider and they are looking to recruit Financial advice across a variety of financial products and services Assessing client's overall financial picture,
to excellence and a broad spectrum of financial services tailored to a diverse clientele. It operates within importance of compassion, respect, and community service in every aspect of its operations. The team is confidentiality. Provide comprehensive tax-related services, including planning, compliance, and filing for confidentiality. Provide comprehensive tax-related services, including planning, compliance, and filing for
encompassing Commercial Lines, Personal Lines, Marine, Engineering, and Hospitality. Manage relationships with key
to excellence and a broad spectrum of financial services tailored to a diverse clientele. It operates within importance of compassion, respect, and community service in every aspect of its operations. The team is confidentiality. Provide comprehensive tax-related services, including planning, compliance, and filing for
skills. Adaptability. Listening skills. Customer service. Reconciling. Collaboration. Compliance. Collection
quality, integrity, and innovation in financial services. Our client is a leader in delivering tailored
quality, integrity, and innovation in financial services. Our client is a leader in delivering tailored