Responsibilities

The Associate Client Manager will serve as a technical resource for clients, advisors, Insurance Company Partners, and prospects, providing prompt, efficient, and high-quality service for designated accounts. They will be responsible for assisting in the maintenance of appropriate client relationships, risk identification and evaluation of client accounts, escalating concerns to senior colleagues, collaborating on service execution to meet standards, overseeing system data entry and processing, conducting client audits, recording minutes from Client Success meetings, tracking technology issues, keeping the Operations team informed of migration and charge status, completing special projects, continually seeking opportunities to improve the firm and processes, bringing issues to leadership, maintaining timeliness and completeness in client interactions, and assisting colleagues as needed.