Account Manager

Overview

Account Manager are responsible for the end-to-end client experience for the book of clients assigned to them. They are the ultimate owners of the client and responsible for their outcomes. They are both client experts and CWAN experts to champion their client’s success at CWAN. Account Manager will work closely with client onboarding, product support and technology to deliver value-added solutions and a world-class experience for our clients.

Responsibilities

• Ensure client’s BAU activities are in good order and all commitments and deliverables are being met by maintaining and reviewing daily client dashboards and closely monitoring open issues
• Manage and maintain client profile details in a centralized CRM tool which includes AUM, strategy, assets traded, end-to-end functions utilized, key stakeholders and third-party relationships
• Act as an escalation point and subject matter expert for any client issues ensuring accurate, organized and timely resolution
• Work closely with client onboarding, product support and technology teams to deliver cohesive solutions that follow industry and system best practices
• Provide consultation on workflows and identify potential opportunities to expand relationship
• Proactively monitor client health via scorecards and develop remediation plans when necessary
• Conduct quarterly meetings with clients to obtain feedback on overall satisfaction
• Ensure clients are successful in meeting their goals with CWAN and are in a referenceable state

What You’ll Need

#J-18808-Ljbffr