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Client Services Associate (Remote)

Company: Solve Advisors Inc.
Location: Miami
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., Miami , Client Services Associate (Remote), Other , Miami, Florida

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