This position acts as the relationship and account manager for all components of the client financial life cycle. This role is highly hands-on and facilitative; one that requires a combination of analysis and project management, as well as a willingness to play an active, internal and client facing, role. This role reports to the Associate Director and has fiduciary responsibility for their portfolio of clients.
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Job Type
Full-time
Career Level
Mid Level
Industry
Professional, Scientific, and Technical Services
Education Level
Bachelor's degree
Number of Employees
1,001-5,000 employees