Client Partner in Pennsylvania

Ideal candidate located in New York City or Philadelphia, PA area

Manage Customer Relationship for Zifo’s strategic customers in the U.S. Be accountable for active account mining, manage existing revenue stream and continuously build the revenue pipeline across the Customer portfolio and ensure successful partnership with Customers

1.     Be a strategic partner and trusted advisor for Customers; Be accountable for Zifo’s successful relationship with Customers across all fronts

2.     Manage the Engagement with Customers and Zifo internal teams, in alignment with Zifo’s culture and values

3.     Partner with Sales team in kick starting engagement with new Customers/business areas/products

4.     Understand Customer’s tangible and intangible expectations, requirements and ensure they are delivered by Zifo

5.     Partner with Service Delivery...

The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.

• Supports Financial Advisor/Operations Director of a large book of business including handling all administrative functions for Financial Advisors and the firm
• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines
• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
• Deposit...