. We currently have an opportunity for a Account Executive. Job Responsibilities: To service new and existing Individual... and Small Group accounts and coordinate account activity Work within a fast paced team environment supporting Vice President...
this expansion, SEI is seeking a qualified Account Executive to join the team! This professional will directly partner... totality of business development, relationship management, account management, and experience for advisor-client firms in the...
with company CRM program, entering and updating quotes in respective sales channel funnel. Conducts new account set-up functions... and maintains customer records by recording and updating appropriate account information. Reviews customer orders for accuracy...