CLIENT SPECIALIST

You will be taking ownership of delivering Atominvest’s software solutions to both new and existing enterprise clients. As well as being responsible for implementation, you’ll be the primary point of contact for some of the world’s leading alternative investors, driving advocacy an...

Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers. Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a w...

The Client Fulfillment Specialist plays a crucial role in ensuring the timely and accurate fulfillment of client deliverables across multiple departments, including customer success, editorial, and research. This role is responsible for managing the end-to-end process of client partnerships, from co...

Review, prepare documents and update client information as needed for client review meetings. The work is primarily back-office assistance and could include client-facing support. Manage and resolve client service problems. Set up and maintain client management system. ...

We're looking for enthusiastic, self-driven individuals to assist existing and prospective clients within our organization. In this position, you will work with multiple clients throughout the day, providing outstanding service and product knowledge. ...

If you are strong in leadership, persuasion, and have the right determination for the job, then apply for the position of Remote Client Services Specialist!!. Rational, humble, and intuitive people with virtual experience and client communication skills will thrive in this role. Surprising and delig...

Provides support to Client Support team members in one or more areas of expertise. Attends all trainings and completes all assignments to familiarize themselves with the eMoney platform and Client Support policies and procedures. ...

We're looking for enthusiastic, self-driven individuals to assist existing and prospective clients within our organization. In this position, you will work with multiple clients throughout the day, providing outstanding service and product knowledge. ...

The role of Wealth Management – Brokerage Client Service Specialist provides candidates with an introduction into the world of Investments Products via the delivery of world class customer service experience in our Contact Center. Candidates will be part of an integrated Investment Operations workfo...

Brokerage Client Service Specialist. The role of Wealth Management – Brokerage Client Service Specialist provides candidates with an introduction into the world of Investments Products via the delivery of world class customer service experience in our Contact Center. Candidates will be part of an in...