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The Account Manager is a client service role that focuses primarily on our emerging client segment which consists of client relationships with $10M in AUM and under. This individual will work in a national team structure and have complete oversight of the plan’s daily administration and serve as a liaison between their clients/advisors and internal partners.
Key responsibilities of the Account Manager Role are to:
Respond to client requests via phone and email
Negotiate services, fees and pricing with support from business partners