What are the responsibilities and job description for the Client Relationship Manager position at ECG Resources, Inc.?
Key Responsibilities
- Directly support clients in budgeting, cash flow management, project management for physical assets, acquisitions, and disposition of real estate, charitable giving, and other related activities.
- Act as a liaison with outside advisors, ensuring effective communication and coordination.
- Monitor payments, identify potential issues, and escalate critical or complex matters to the head of client services.
Familiarity with SAGE accounting software is an asset, while proficiency in Microsoft Office Suite, including Excel and PowerPoint, is essential.
