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Description

JOB PROFILE:


• 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


fashion


• 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


SKILLS:


• 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


QUALIFICATION:


• 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.

More Details

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Reference Id:#483613
Phone Number: 9880970335
Website URL: Click To Visit
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