Keyword: Account Managers’ Report Card

43 results found

But a gap still exists between how important advisors say compensation is and their banks’ performance

Some banks are stepping up efforts to provide services; others are not

And firms with antiquated systems and inefficient back offices drew the ire of advisors

As the average AUM declines, account managers report a sharp increase in smaller accounts

But the total number of bankers surveyed who hold the designation fell by 6%

Work/life balance and a positive corporate culture are some of the position’s most appreciated attributes

Any dissatisfaction at Meridian appears to be an aftereffect of 2005 merger that created the firm

Although their paycheques get higher ratings than last year, account managers still say they aren’t being paid fairly

Advisors say job satisfaction comes from increased training and career development opportunities

Many account managers are not impressed with their firms’ campaigns