Client team member with overall responsibility for maintaining and deepening existing and newly developed client relationships, while also responsible for contributing to new business development efforts
Works in close partnership with the client sales & service officers (CSSOs) and other specialists to ensure there is a coordinated approach to the client’s day-to-day needs.
Focus on deepening client relationships effectively manage a book of relationships in coordination with PCA, being responsible for client satisfaction and retention
Act as trusted advisor to clients in coordination with PCA, provide them information and services that that expands their relationship with us. Develop in-depth understanding of clients' needs, preferences and overall wealth be responsive to changes in business environment or client needs.
Achieve individual sales goals determined by ME and Divisional Leadership
Build relationships with internal partners
Provide leverage to PCA by overseeing preparation of Client Management Program (CMP) activities and tactical execution of CMP outcomes
Foster collaboration among team members and partners collaborate in their onboarding, coaching and development