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- ...ceased or waived clients as needed. Manage the allocation of manager portfolios and assist in staff portfolio budget calculations. General Administrative Duties Strong organizational and analytical skills with proficiency in pivot tables and data tracking. Excellent...
- ...relationships. A minimum of 5 years' experience in professional services, client relationship management, or business development. General knowledge of the industry and market trends. Ability to meet strict deadlines and operate on their own initiative. Analytical...