Client Partner

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...

Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 500 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning, and AI. Our business value and leadership have been recognized by various market research firms, including Forrester and Gartner. We are headquartered in Silicon Valley and have our global delivery center in India.

If you are passionate to work on unstructured business problems and data engineering programs leveraging data and excited about building, leading, and enabling a team of analytics and data engineering professionals toward that objective, we would like to talk to you.

• As a client partner, you will be responsible for account management, client relationships, and account growth.
• You will work on some of the latest applications of data science, data engineering, ML Engineering, and BI to solve...

Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 500 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning, and AI. Our business value and leadership have been recognized by various market research firms, including Forrester and Gartner. We are headquartered in Silicon Valley and have our global delivery center in India.

If you are passionate to work on unstructured business problems and data engineering programs leveraging data and excited about building, leading, and enabling a team of analytics and data engineering professionals toward that objective, we would like to talk to you.

• As a client partner, you will be responsible for account management, client relationships, and account growth.
• You will work on some of the latest applications of data science, data engineering, ML Engineering, and BI to solve...

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...

Fooji is looking for a dynamic, fearless self-starter to join our expanding team as a Client Partner. The ideal candidate must thrive in a fast-paced, start-up environment, and have exceptional skills in sales, relationship building and client relations.

We expect you to be reliable, professional and able to achieve balance between client satisfaction and a results-driven approach. Our goal is to find opportunities and turn them into long-term profitable relationships based on trust, results and mutual satisfaction.

We’re looking for proactive, enthusiastic, organized leaders with strong interpersonal skills and a passion for teamwork and branding.

• Manage key accounts and identify new potential clients
• Develop a mastery of knowledge of assigned brands and agencies

• Act as the point of contact for clients, and organize regular client meetings to discuss their requirements
...