
Investment Fund Strategist
5 days ago
We are a leading provider of investment fund data and technology, driving innovation and growth in the industry.
About the JobThis strategic position enables client outcomes by maximizing the benefits from our products and services. As a trusted partner, you will build strong relationships with clients to ensure successful outcomes.
Main Responsibilities:- Foster effective relationships with assigned customers, leveraging our products and services for mutual success.
- Promote seamless customer journeys, from onboarding to ongoing engagement.
- Drive retention and deliver successful outcomes as the primary point of contact.
- Educate customers on our onboarding process, new offerings, and services, unlocking their full potential.
- Conduct regular check-ins to address client needs and develop tailored success plans.
- Resolve escalated cases efficiently.
- A minimum of 3-5 years' experience in a client-facing role, with a proven track record of partnership and support.
- A customer-centric approach, with the ability to understand and meet client needs.
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