A company is looking for a Client Account Representative to manage accounts in their premium marketing program for financial advisors.
Key ResponsibilitiesOversee and manage accounts within the Freedom360 program, ensuring exceptional delivery of servicesConduct regular account reviews with clients to provide insights and ensure satisfactionBuild and maintain strong relationships with high-value clients, serving as their primary point of contactRequired Qualifications2-4 years of Customer Success experience with proven outcomesPrevious experience in financial services, marketing, or technology preferredBA / BS degree in marketing, business, or related fields preferredTech-savvy and comfortable with various software solutionsAbility to work independently in a virtual environment
Client Account Representative
A company is looking for a Client Account Representative to manage accounts in their premium marketing program for financial advisors. ...
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