Location: Los Angeles, CA
Job Summary:
Job Duties:
- Develop and maintain client relationships
- Analyze client needs and provide tailored solutions
- Collaborate with investment professionals to enhance platform usage
- Conduct training sessions for users
- Manage project timelines and deliverables
Required Skills (Keywords):
- Client relationship management
- Data analysis
- Communication
- Problem-solving
- Technical proficiency
Required Experiences (Topics):
- Experience in financial services or investment management
- Background in technology or data analytics
- Previous client-facing roles
- Familiarity with portfolio management tools
Job URLs: