Advisor Experience Account Manager

Job description

Job Description: The Role Are you interested in Philanthropy and collaborating with ultra-high net worth donors, advisory firms, and corporations? An Advisor Experience Accounts Manager is the entry level role to relationship management and is responsible for providing an outstanding experience to clients who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand an account holder’s goals, and facilitate solutions for very sophisticated transactions and client issues. The PSAM optimizes the client experience as it relates to Operations and Service to drive satisfaction, high quality, and efficiency to build long lasting relationships for years to come. The Skills and Expertise you bring - Education: Bachelor’s degree is required - Experience: 3+ years of experience is required - Experience with Project Management principles to drive transformation and execution - Overseeing advisory firm relationships which include communications, annual trainings and onboarding support, and learning resource management - Ability to manage multiple priorities and add...