Reviews RFP/quote requests to ensure initial understanding of client requirements.
May 23, 2020
Develop and maintain professional relationships with clients and consult with them regularly concerning financial statements, budgeting, forecasting, processes & procedures and other general business issues.
July 16, 2020
Assist in business reporting on all aspects of the client relationship.
August 04, 2020
Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing.
August 17, 2020
Actively participate and/or lead in team projects, business initiatives and engage in training and education opportunities as required.
August 27, 2020
Provides dedicated QA support to client projects and quality oversight of GMP operations for the manufacture of master/working.
August 31, 2020
Manage key tools used by Client Relationship teams with Institutional clients to help drive strategic discussions and growth.
October 01, 2020
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
October 02, 2020
Understand, adhere and contribute to outlined company policies and procedures to ensure client activities are handled with firm standards.
October 18, 2020
Assists Client Service Managers (CSMs) with managing various aspects of quote, proposal and RFI development.
October 21, 2020