Client Success & Data Liaison

• Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines

• Update and generate weekly reports utilizing the CRM and MS Office

• Maintain/update CRM and Department tracking sheets on a real time basis

• Data gathering for surveys

• Offer additional support in facilitating RFP's from various vendors through the RPAG system

• Build up subject matter expertise through self study (ex. designations, licensing), industry partner interactions, and client interaction

• Special projects as needed

Requirements

• Bachelor's Degree preferred.
• 2-4 years of working experience in customer service in the financial services industry or analytical role preferred.
• Working knowledge of mutual funds.
• Working knowledge of 401(k), preferred but not required.
• Strong written and oral communication skills.
• Must be willing to obtain the appropriate FINRA licensing within the first 90 days of hire.

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Hard Skills

• data gathering
• report generation
• CRM
• MS Office
• RFP facilitation
• mutual funds knowledge
• 401(k) knowledge

Soft Skills

• accuracy
• meeting deadlines
• communication skills

Certifications & Qualifications

• FINRA licensing