Client Account Specialist

Provides proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.

Gathers information from client related to risk management/ commercial needs and evaluates the best way to manage the client's risk.Provides recommendations on how to best mitigate risk.

Creates and presents materials to client and team members.

Ensures that all regulatory, compliance and transparency requirements are met and complies with all internal policies and procedures.

Identifies important business needs of client and assist with achieving objectives by effectively communicating to team