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• Work proactively to ensure client satisfaction by building strong client relationships

• Determine any issues or potential issues by regularly to ensure quality standards and client

expectations are met.

• Ensure that client issues are handled in an efficient manner through problem solving, drawing on

various department resources, etc.

• Communicate with the identified resource to determine results of current client satisfaction surveys

• Work with the Marketing Department on Client Retention projects and ideas

• Communicate the client’s goals and represent the client's interests to the team

• Work with Development and Technical Support to ensure client requests are handled in a timely


• Report to Client Services management, providing regular input on all account activity

• Work in an on-line ticket queue to monitor and resolve account issues

• Troubleshoot and develop technical solutions related to software and setup errors for software

engineers and assigned accounts

• Document account deliverables and client-request requirements in Statements of Work

• Specify hardware/software configurations based on account requirements/environment

• Other duties as assigned


• Excellent interpersonal and relationship building skills

• Problem solving skills

• Strong analytical and mathematical abilities

• Strong attention to detail and accuracy

• Strong organizational skills with the ability to manage multiple tasks simultaneously

• Excellent verbal and written communication skills

• Ability to work with little supervision

• Proficient in numerous computer programs including all MS Office products, CRM systems, as well as

the ability to learn new systems in a fast-paced environment


• 2 - 3 years experience in an institutional asset management or finance client relations role or

equivalent experience.

• Bachelor’s Degree. MBA and/or CFA strongly preferred.

• Series 7 registration a plus.

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