Client Relationship ManagerVirtualVocations • San Bernardino, California, United States
Client Relationship Manager
VirtualVocations • San Bernardino, California, United States
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A company is looking for a Relationship Manager to oversee client and investor reporting infrastructure.
Key Responsibilities
Oversee the configuration, maintenance, and enhancement of reporting tools and systems
Lead a team supporting investor reports, client portals, and alternative investment reporting
Collaborate with internal teams to resolve inquiries and enhance reporting outputs
Required Qualifications
3-5 years of experience in reporting, data operations, or client-facing investment reporting roles
Experience with client portal technologies and alternative investment reporting is preferred
Strong leadership and project management capabilities
Analytical mindset with a continuous improvement approach
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Client Relationship Manager • San Bernardino, California, United States
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