• Sustain and grow revenue by retaining and expanding existing client relationships • Manage and assume responsibility for customer satisfaction for assigned client(s) • Prepare and conduct client meetings, stewardships, and governing committee meetings • Act as a Trusted Advisor; develop and lead custom solutions for assigned client(s) • Develop and negotiate Broker & Administration Agreements and Amendments with Corporate Compliance • Review processes and procedures; proactively make changes to ensure efficiency and the best possible customer experience