Account Associate Relationship Management
Company: VirtualVocations
Location: Mission Viejo
Posted on: November 8, 2024
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Job Description:
A company is looking for an Account Associate in Relationship
Management.
Key Responsibilities
Assist Relationship Managers with client inquiries, requests, and
document collection
Create memos and compile monthly management reports with
operational statistics
Process client-directed inquiries and maintain updates in the
client management system
Required Qualifications and Education
BA/BS degree preferred
3+ years of experience in trust, financial services, legal, or
account management
Experience interacting with various organizational levels,
including senior leaders
Intermediate skills in Microsoft Office (Word, Excel, Outlook)
Experience in the financial services or securities industry is
preferred
Keywords: VirtualVocations, Santee , Account Associate Relationship Management, Executive , Mission Viejo, California
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