Client Account Management: Maintain up-to-date client records in QuickBooks, including payment terms, W-9s, and other necessary documents. Record Receipts: Enter client checks and payments into QuickBooks and reconcile accounts. Reporti...
Introduction At Risk Placement Services, we're more than just a team – we thrive on collaboration, creativity, and tackling challenges head-on. Our culture fosters an environment where every idea counts, and every individual's contributio...
. Consistently engages with Head of UW&PM, RPs and CRMs to proactively identify emerging credit issues within the portfolio... influence in client and global portfolio decisions; retains a voice among RPs and CRMs. 30% 2. Identification, recruitment...