Your question is Organizing a Large Account Portfolio. Take a moment with it on the right.
Talk me through your thinking if you like. When you're confident, submit your answer and I'll grade it like a real screen (7/10 or better passes).
Tell me about a time you had to stay organized while managing a large portfolio of accounts or a high volume of client tasks. How did you prioritize your time, keep track of follow-ups, and make sure important opportunities or risks didn’t slip through the cracks?