Account Management and Onboarding
About
The Account Management and Onboarding team at IncSight ensures seamless integration for new clients, manages ongoing client relationships, and optimizes their financial strategies. Account Managers provide tailored financial advice and maintain client satisfaction, while the Onboarding Specialist facilitates a smooth transition for new customers. The Tax Account Manager focuses on minimizing clients' tax liabilities within legal parameters.
The Org
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helps you hire
great candidates
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