Atlanta The incumbent provides support to Senior Portfolio Officers with responsibility for management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts which are most
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Atlanta This position is highly visible to external clients and prospects; therefore, the Sales Assistant must be client service oriented and their work must be of high quality. The quality of work has a direct impact on winning business for the sale
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Atlanta The incumbent provides support to Senior Portfolio Officers with responsibility for management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts which are most
...
for management of assigned client relationships... component. The incumbent will review accounts to ensure the account is administered in accordance with the..
be of high quality. The quality of work has a direct impact on winning business for the sales unit. The... of sales presentations materials, tracking of leads..
