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Client Services Associate (Remote)

Company: Solve Advisors Inc.
Location: Orlando
Posted on: January 16, 2022

Job Description:


  • Bachelor's Degree
  • 2-5 years of experience in Client Services or Relationship Management
  • Prior experience working at financial services, or financial technology firms servicing institutional investors
  • Ability to build and grow strategic relationships and partnerships
  • Strong interpersonal, verbal, and written communication skills
  • High motivation and drive to learn, grow, and build a successful business
  • Expert level time management and prioritization skills; organized and methodical in your approach
  • Proven track record of meeting targets and goals
  • Ability to work independently as well as in a collaborative team environment
    • Interact daily with client base to ensure that our data and platform features are clearly understood and are being incorporated into customer processes
    • Onboard clients and manage the account relationship by delivering excellent client service and customer experience
    • Establish, develop and cultivate positive client relationships
    • Develop and maintain a strong knowledge of SolveQuotes and the benefits it provides to our clients and prospects
    • Monitor customer activity with the product and encourage increased usage
    • Collaborate with our Dev team on client feedback and product development
    • Possible travel for clients, conferences, and roadshows
    • Occasional client entertainment
      • Exposure to Fixed Income markets

Keywords: Solve Advisors Inc., Orlando , Client Services Associate (Remote), Other , Orlando, Florida

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