Responsibilities

• Lead point of contact for any and all matters specific to your accounts
• Building and maintaining strong, long-lasting customer relationships
• Communicate with prospect and existing clients to understand their needs and explain product value
• Proven ability to manage multiple clients at a time while paying strict attention to detail
• Help customers through email, phone, chat, online presentations and screen-share
• Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level
• Prepares monthly statements by collecting data, analyzing and investigating variances, summarizing data, information, and trends
• Prepares state quarterly and annual statements by assembling data
• Responds to financial inquiries by gathering, analyzing, summarizing, and interpreting data
• Provides financial a...