Client Service Executive (1-Year)
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Job Description
About the Company
A global leader specializing in diversified investment management solutions.
About the Job
Sales Enablement: Provide dedicated operational support to the sales team to facilitate client acquisition and retention.
Client Inquiry Management: Serve as the first point of contact for client requests, ensuring timely and accurate resolution of all service-related matters.
Onboarding Coordination: Manage the end-to-end documentation process for new client accounts, ensuring compliance with internal standards.
Reporting & Communication: Prepare and distribute regular investment reports, fund updates, and marketing materials to the client base.
Database Integrity: Maintain and update CRM systems to ensure all client interactions and data are accurately captured.
Cross-Functional Collaboratio...